Click on the "Invoicing" tab to bring up the list of options then select "Generate Sales Invoices" from the menu options list.
The "Generate Sales Invoices" screen will now appear.
Enter a date in the "Select invoicing runs due up to and including" field. This should be the start date of the latest Invoicing Periodyou wish to include, then select an option for the "Invoice Date to appear", this can either be a date you select from the calendar or the start date of the specified invoicing period. N.B. This date will appear as the "Invoice Date" on all invoices generated from this run and will also be the Sage Posting Date unless you have selected the "Post sales invoices to Sage over multiple accounting periods?" option on the System Defaults screen.
Next, click on the "Home Code" button and the "Choose Homes to Invoice" screen will appear.
In the case of a single home, highlight the code and click on the "Select" button. In the case of multiple homes the selection can be either all homes (click on the "Select All" button) or one or more from the list. Individual homes can be selected by highlighting and clicking on the "Select" button for each one. When you have completed your selection click on the "OK" button.
Now click on the "Select all Clients Invoiced" button and the "Select Invoice Runs to Generate" screen will appear.
This screen lists all of the different periods that have been created in Invoicing Periods. They can be selected in the same manner as the Homes selection above. When you have completed your selection click on the "OK" button.
Now enter a reference in the "Invoice Batch Reference" field. This can be alpha/numeric but must be unique. If you need to delete a batch of invoices you will need this reference. For more information on rolling back batches of invoices go to Delete a Sales Invoice Batch.
If you wish to add a comment to your invoices, this may be entered in the "Comments to appear on invoices" box. N.B. The comment will only appear on invoices within this particular batch.
If you have selected the "Specify Sales Invoice Due Date when Generating Invoices" option from the System Defaults "Main" tab, a box will appear here so that you can enter the Due Date for all invoices in the batch.
If you have created any Retrospective Adjustments and you wish to include them in this batch of invoices, tick the "Include un-invoiced retrospective adjustments?" box.
Finally, click on the "OK" button. You will the be asked to confirm whether you wish to proceed with invoice generation.
Click on "Yes" to continue. When the process has finished you will see an information screen that will also give you the number of invoices generated in the batch.
Click on "OK" to end.
The invoices that have been generated can now be viewed by looking at View/Modify Invoices.
