New options for bulk invoice generation

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03. 06. 2020

In 5.12 beta 1, we added new options for bulk invoice generation to ISPadmin. More information can be found in the following article.

If you want to generate invoices in bulk, you have to move to the Invoicing / Invoices / Invoices tab.

Once you choose a particular invoice group, invoice generation options will appear.

The description includes information about the invoiced period and chosen group (for example: Generate new invoices for the month 6/2020 for Group 1).

Beneath the description, there are two buttons: Generate for all services and Generate for services with selected labels.

If you click on the first button, the bulk invoice generation process will be the same as before. The invoices generated will include all services as well as all pending items that are to be invoiced based on the current invoicing data. At the bottom of the page, you can change the opening invoice number, issue date and date of taxable supply. When you click on the Save button, the invoices displayed in the preview will be generated.

If you click on the other button, further settings will appear.

If you decide at this point that you want to generate invoices in the standard way, you need to click on the Cancel invoice generation for services with selected labels button. Once you do that, the Generate for all services button will become active again (you will be able to click on it).

However, if you decide to continue, then you will first have to select a particular label or particular labels. If you do not select any, the Generate button will not appear.

Then, there is the Generate for services with selected labels and also add pending items checkbox. By default, the box is checked. If it is checked, invoices will be generated for services with selected labels as well as for pending items. If you uncheck the box, it means that invoices will be generated for services with selected labels only. There will be no pending items on the invoices.

The last setting is the Generate for services with all selected labels (AND) checkbox. By default, the box is unchecked. If it is unchecked, the system will try to find all services with at least one of the selected labels (OR, DISJUNCTION). If it is checked, the system will try to find all services that have all the selected labels at once (AND, CONJUNCTION).

Once you have selected particular labels and changed any necessary settings, you can click on the Generate button. A preview of invoices to be generated will appear. If everything is all right, you can click on the Save button. The invoices will then be generated.

The system uses a mechanism that prevents several invoicing actions from running concurrently. As a result, during invoice generation, you might encounter a message that informs you of the fact that the invoices cannot be generated because the invoicing data has changed. The preview displayed has been made invalid. If that happens, you need to perform the action one more time.

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