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Billing runs

(Factura - Processes)
 

Topics in overview:

Article management
Documents: from offer to delivery note
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Related topics:

Billing runs Dunning runs  Credit note settlement  Creating a SEPA file 

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On this page:

Starting the billing run  Notification 

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Starting the billing run

(Billing runs)

a) In the Factura module, click Processes. The first entry you will see is Billing run.

b) Choose the recipient. Your customer will be sent an email with a link for opening the invoice.

c) Start the billing run. 

All previously posted articles are included in the billing run. The respective invoices are assigned the status OPEN and are then finalized in the same step. From this point onwards, the invoices can no longer be changed, and the EDIT button will no longer be shown in the overview and detail pages.


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Notification

(Billing runs)

d) A few moments after starting the billing run, a message appears.

e) The result of the billing run has been added to the list. You can use the four buttons to do the following:

Open - open the PDF document in your browser.
Download - download the PDF document to your computer.
Delete - delete the document from the list (e.g. after download). This will keep your list uncluttered.
Update list - update your list.







 

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