Mass invoicing makes it possible to invoice many sales orders at once instead of one at a time. The function is typically used for subscriptions and rental contracts as well as for customers set up for collective invoicing — here the prepared orders are gathered so that a combined invoice is created per customer.
1. The sales orders must be marked as ready for mass invoicing. This happens automatically for customers set up for collective invoicing (in the customer's setup), and for subscriptions/rental contracts with the invoicing method "Mass invoicing". Other sales orders can be marked manually from the sales order ("Mark as ready for mass invoicing").
2. Go to the sales order overview, open the "More" menu and select "Mass invoice".
3. In the dialog the orders to be invoiced are reviewed and confirmed, after which the invoicing is run. Sapera creates the invoices for the selected orders — combined per customer.
If a customer is set up for collective invoicing, the order cannot be invoiced individually from the sales order itself — it is invoiced via mass invoicing here. The actual texts on the issued invoices and the invoicing setup are controlled by the ordinary invoice and customer settings.
Want to know more?
Read more in these related articles:
Creating an invoice
In this guide we will walk through how to create an invoice in Sapera.
Invoices
Complete walkthrough of the invoice overview and the invoice editor in Financial: fields, invoice lines, all actions, the state flow and the tabs at the bottom.
Invoicing from a sales order
This quick guide walks through the order flow from when the order is started and the work is marked as done, to the final invoice being created.
