Generate bulk invoices

Generating bulk invoices lets you produce invoices and RCTIs for accounts and subscriptions with an invoicing period that ends on a specific date.

There may be a discrepancy between the number of invoices Smile generates and the number of processed invoicing periods. This discrepancy occurs because Smile does not raise an invoice if there were no charges for an account or subscription during an invoicing period.

If configured to do so, Smile generates a $0 invoice for informational purposes if the activity on an account or subscription does not raise a charge. For example, a $0 invoice can show the remaining usage on a prepaid subscription.

This task explains how to generate bulk invoices.

On the Smile menu, click Billing, then click Generate Invoices.
The Generate Invoices page is displayed.
Verify that no import errors have occurred.
Import errors are highlighted in a red banner at the top of the Generate Invoices page.
If your company has multiple account types, select one or all account types in the account types drop-down.
Click Process next to the invoicing period that you want to generate invoices for.
If more than one invoicing period is ready for processing, process the oldest invoicing period first.

Smile generates the invoices and changes the status of each invoicing period to Approval. If Smile cannot process an invoicing period, it changes the status of the invoicing period to Error and continues the billing run. Smile may take some time to generate bulk invoices if there is a lot of data to process.

After all invoices are generated, investigate and resolve any errors in the billing run.