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Creating Mass Invoice Transactions

  • Updated

Mass Invoice Transactions 

Left-hand Navigation: Compass Billing » Compass Billing Actions » Mass Invoice Transactions

Use this page to create invoices for multiple chapters at once.   

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  1. Fill in the Mass Invoice Transaction fields:
    • Enter a Default Invoice Name (example: Late Fee). 
    • Select a Default Interval from the picklist. 
    • Enter a Default Year. 
  2. Fill in the Invoice Transaction fields:
    • Select a Chapter from the picklist. 
    • Invoice Number will populate to New Invoice or you may select a previous invoice number from the same picklist. 
    • Select a Charge Type from the picklist.
      • Only use the type of Inventory you have set up under Compass Billing > Compass Billing Options > Inventory Management.
    • Select the Inventory Name from the picklist, if applicable. 
    • Select the Transaction Type.
    • Select the National Account.
    • Enter a Description. 
    • Enter the Quantity, only if a Charge type of Inventory is selected. 
    • Enter the amount. If a Charge type of Inventory is selected, you will enter the amount per item. 
    • Continue entering invoices until finished.
  3. Click "Create Invoices" at the bottom. 
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Don’t forget to post the invoices in Compass Billing » Compass Billing Actions » Invoice Listing.