¶ Invoice Batches
Batch Invoice processing using Batch Invoice Templates.
¶ Creating A New Invoice Batch
Before creating an Invoice Batch an Invoice Template of the "batch type" must be created. This is done in the Invoice Template menu.
When creating an Invoice batch you'll need to select one of three options: (1) a Person or Member NRDS ID to match with an Association Subscription or (2) a MLS ID to match against a MLS Subscription, or (3) select the "Don't link to a subscription" option. You can then group them by the identifier select to have just one invoice per identifier or as many as items listed on the input.
To input the items you can either enter them as raw text (CSV formatted) or a standard .CSV file. It is important to note that no headers should be sent, and the columns must respect the example shown, the only necessary field being the id and the other fields being enabled depending on the Invoice Template options selected.
Other necessary fields are the Label to identify the Invoice Batch, the Due Date, and the Suspension and Write Off dates.
Write off date needs to be at a later point than the Suspension date.
¶ Editing An Invoice Batch
Invoice Batches will be in a "creating" status until processing is finished. After being processed their status will change to "Draft". While in draft status they can be edited to change their Label, Due Date Offset and Write Off Date.
¶ Linking To A Subscription
One of the options you have with an Invoice Batch is to link the invoice to a subscription. For example, if you link the MLS Subscription to an MLS Fine, if the invoice is not paid by the date chosen, it initiates a suspension of that subscription automatically on that date. When the invoice is paid, the subscription suspension amendment is removed.
¶ Posting An Invoice Batch
While in "Draft" status, the Invoice Batch can be either posted or cancelled. Posting will change its status to "Posting" which after being processed will be set to the "Posted" status.