Overview:

A batch sales invoice is a process used in accounting and financial management to create and manage multiple sales invoices simultaneously. Instead of generating individual invoices one by one, batch processing allows you to handle several invoices in a single operation, which streamlines the invoicing process and enhances efficiency.

Zumzum Financials uses Sales Invoice Plans to automate and schedule the creation of Sales Invoices, streamlining the invoicing process. These plans are generated when a product is associated with a Sales Invoice Plan Template and is included in an Opportunity. Depending on user actions or administrative automation, multiple Sales Invoice Plans may accumulate and await processing.

To batch-create and post Sales Invoices from these Scheduled Sales Invoices, first ensure that the Sales Invoice Plan is set to “Active.” Navigate to the Scheduled Sales Invoice tab and select “Ready to Invoice” from the list view drop-down menu to display eligible invoices. Choose the invoices you want to process, then click “Create Invoice.” At this point, you can decide whether to create a Draft Invoice for review or to post the invoice directly. Repeat this process for each group of invoices as needed. Finally, click “Save” to complete the batch processing, ensuring that all invoices are systematically recorded and managed in the financial system. This method improves efficiency and ensures accurate financial documentation.

How To Batch Post Sales Invoices

1. Go to the Scheduled Sales Invoice Tab
2. In the list view drop-down menu select “Ready to Invoice“
3. On the left-hand side select all the Invoices you wish to create.
4. Once all are selected, click Create Invoice.
5. Select the invoices you wish to send in a single invoice.
6. Select on either;
   • Create Draft Invoice
   • Post Invoice
7. Repeat Step 5-6 for each Invoice you wish to create and post to the ledger.
8. Once you have created all the Invoices then click Save.

Learn more about batch sales invoices in Zumzum Financials.