Bulk Invoicing

Bulk Invoicing


In PHCloud, you can streamline your invoicing process by issuing a single invoice for multiple bookings. This feature simplifies bulk-invoicing for better efficiency and organization.





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.

Once your bulk invoice is created, you can proceed with processing it as you would with any other invoice. Take advantage of PHCloud's intuitive invoice management features to ensure a smooth and organized invoicing process.

If you have any other questions about the above, please do not hesitate to contact our support team, who will be happy to help.

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