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Level 1

"create invoices" Batch amount

From this screen can I edit all the lines ? THe amounts generate as zero in the batch. I have to go and touch each account and each transaction to modify for monthly changes. Can I do it from one screen? Or can I link an excel sheet that will auto populate the transactions to the appropriate accounts?

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Level 15

"create invoices" Batch amount

The charge item should have its Rate; that is used when you create the Invoices. The point of the Batch tool, is that every gets the same charge item for the same rate.

 

If the Rate or item varies, you would break your customer batch into subsets.

 

If it is specific per name, but not Batch, you would use Memorized Transactions and you can set them to Automatic and, for instance, Monthly.

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