BaccS allows to create invoices in a batch mode. The use this function, click Batch invoicing button in the Tools menu of the main ribbon. When clicked you will see the following window:
This window contains not too much data. Here you can see a list of all uninvoiced or partially invoiced jobs, which are ready to be invoiced (status is sent or finished, but not received, quote, processing, rejected or paid), along with amount, customer name, currency and number of jobs which will be included in each invoice.
You can limit a number of jobs included in the batch invoicing process by specifying a date in the Limit included jobs by latest date field above the table. As an example, you can use this date when want to create invoice for the whole previous month, but do not want to include jobs from the current month.
To exclude a customer from invoice creation, simply delete corresponding row(s).
In the last column (Term) you can specify invoice payment term.
There is a Save PDFs checkbox under the table and a field to provide a path where PDF files will be stored. If this checkbox is marked, than each created invoice will be exported to the PDF format and placed to the specified folder, which will be automatically opened after operation is complete.
When you are done, click Create invoices button. Operation will be started and you will see progress bar. After completion, please go to the invoice list and confirm that necessary invoices are created. Make necessary corrections, if needed. If Save PDFs checkbox was checked, than you will get corresponding number of exported invoices. PDF files are created per customer and application settings, i.e. if you specified different invoice templates and localization languages for different customers, than these settings will be reflected in the generated PDF files. In ideal case it won't even be needed to open invoices list - PDFs are created and ready to be sent, while corresponding jobs in the job list are marked as invoiced.
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