Create a Manual Bill Format for Operations Effortlessly

Manual bill format for Operations

hello this is sarah emery with concentris today i wanted to share a short and sweet tip for automatically billing your sales orders so this is also this technique can also be used for project billing and other types of billing activities but i'm going to walk through sales orders specifically although the processes and the logic is identical either way so if i go to transactions billing schedule billing operations this will take me to the interface that will allow me to create a new billing operations schedule so i'm just going to call this sales orders to build and automatically okay so i've added a description always a best practice and you'll notice i've indicated what my frequency is going to be so i'm going to go ahead and set that up i'm going to do an hourly frequency that will repeat every six hours i'm going to run this starting today at let's do 5 p.m okay and then you can do your as of date as a different date but for this application because we are doing sales orders i'm going to go ahead and just have it set up like this i'm not going to worry about credit memos right now so i'm just going to focus on bills this is billing activity so we're talking cash sales and invoices okay i'm going to do this for my subsidiary and i'm not going to limit this to a specific customer or group although you can do that i'm going to go ahead and select all customers and instead of doing charges time expenses i'm going to go ahead and limit this to sales orders and i'm going to select a saved search that i pre-created so you can do a specific subset here so you would do that by creating a saved search that limited the orders to just that list oops let's do sales orders to bill and i'm going to go ahead and leave this as the default so default accounts receivable and i'm going to respect the customer preference for printing emailing and faxing so that means it will not override anything that is set up as a default on the customer record i will save and this will automatically run as of my schedule that's identified i can have multiple billing schedules set up so if you want to have distinct billing schedules per subsidiary or um you know different scenarios for expenses time charges etc you can set those up individually and if i wanted to kick this off now i could go ahead and hit this run now button should i ever need to make adjustments or see the schedules that i have i can come to that same area but just go to list and that will show me a list of all of the billing schedules that have been configured so this will automatically generate the the billing activity for all of my sales orders uh that meet the criteria based on the saved search so saves the manual process of having to do your bulk uh billing batches i hope you found that helpful i know this is a frequently requested edition so i hope you found that useful thank you so much have a great day take care