Batch Invoice Creation – BulkSource

Creating Invoices

There are two methods for creating invoices in BulkSource: Manual and Batch Invoice Creation.

Batch Invoice Creation

Batch invoice creation is designed for creating multiple invoices at once, either for multiple customers or using other filtering criteria. This method is recommended when you need to invoice large volumes of tickets efficiently.

Accessing Batch Invoice Creation

To access batch invoice creation, select "Yes, include data" when prompted with "Include scale ticket data automatically?"

Step 1: Select Tickets

You have two options for selecting tickets:

Batch Feature (Recommended) -- Select a date range to automatically include all posted or accepted tickets within that period. This is the most efficient method for high-volume invoicing.

Manual Ticket Selection -- Select individual tickets one by one. This option is best when you need precise control over which specific tickets are included.

Step 2: Filter by Sites and Customers

After selecting your ticket criteria, filter the results by:

Sites -- Choose which locations to include
Customers -- Select which customers to invoice

Step 3: Configure Invoice Grouping

Invoices are automatically separated by legal entity and customer. You can further control how tickets are grouped within each invoice.

Grouping Options:

Choose to group tickets on a per-day basis or across the entire date range. Within your selected time period, you can group tickets by:

Customer Project -- Groups by Child Project
Ship to Sub-Location -- Groups by the delivery location associated with each Child Project
Order Number -- Groups by sales order
Purchase Order -- Groups by the Purchase Order number on the order (not the ticket-level PO)
Product -- Groups by product
Fulfilled From Location -- Groups by originating site
Delivery Method -- Groups by pickup vs. delivery
Ticket -- Creates a separate invoice for each individual ticket

Example:

If you select "Customer Project" grouping across a one-week date range, all tickets for Project A will appear on one invoice, and all tickets for Project B will appear on a separate invoice, even if both projects belong to the same customer.

This flexibility allows you to organize invoices in the way that best matches your customers' billing preferences and internal accounting needs.