Preparing & Distributing client invoices
When more than one invoice exists for a client, you have the option to combine the invoices into one document prior to approval and distribution. This makes it easier to manage multiple invoices for a client because only one document must be prepared and distributed to them.
The following steps must be performed to prepare and distribute invoices to clients:
| Table of Contents |
|---|
Step 1: Aggregate the Invoices
To combine two or more invoices in the system for a client, hover your mouse over My Company in the Menu Bar and then click on Invoice Production - Clients in the provided menu.
...
Once the invoices have been aggregated, the screen will appear as shown below. As you can see, now only one invoice exists for the client (Marketing Gurus in this example). In the Agg. Column, it now displays Aggregation and the dollar amount of the two invoices has been combined.
Step 2: Approve the Invoices
After the invoices have been aggregated for one or more clients within the configured date range, you will need to continue to Step 2 - Approving the Invoices. To do so, click on Approve at the top of the screen.
...
Now the Status Column will show Invoice Approved. New icons will also appear to show that it is a new invoice and for viewing the approved document.
Step 3: Distribute the Invoices
The final step involves distributing any approved invoices to the clients. This can be done by clicking on Distribute on the Client Invoice Production Tab.
Several options are provided for distributing your invoice documents. They may be downloaded and printed, emailed to the client, etc. Currently this invoice is configured to be emailed and printed as noted by the Blue Circles under the appropriate columns.
...