Bulk Invoicing

Step 1: Access the Bookings Tab

      1. Begin by navigating to the "Bookings" tab in your PHCloud account.

Step 2: Select Bookings

1. Inside the "Bookings" tab, locate the list of your bookings.
2. To the left of each booking entry, you'll see a square radio button. Click on this button to select individual bookings.

Step 3: Filter and Choose Bookings

1. To make the process even smoother, consider filtering the bookings by customer. This ensures that you're only selecting bookings for a single customer, reducing the risk of errors.
2. Click on the bookings you want to include in the bulk invoice. They will be highlighted to indicate selection.

Step 4: Initiate Bulk Actions

1. After selecting the desired bookings, proceed to the "Bulk Actions" option.
2. From the dropdown menu that appears, choose "Invoice Bookings."

Step 5: Configure Invoice Details

1. A new window will open, allowing you to configure the invoice details.
2. Set the invoice date according to your preferences.
3. Choose whether you want to create a pro forma invoice or a regular invoice.

Step 6: Create Invoice

1. With the invoice details set, click on the "Create Invoice" button.
2. Your bulk invoice will be generated, incorporating all the selected bookings.

NB: If you've selected bookings from multiple customers, an error message will appear. This message reminds you that all selected bookings for invoicing must belong to the same customer.