How to Perform Batch Billing

Batch Billing allows you to create the same invoice or charge for multiple users at once. You can manually select specific users or bill everyone in your current found set.

1. Open Batch Billing

Navigate to the Users Module > History > Sales tab.

Select Batch Billing in the upper-right corner.

The Batch Billing window will open.

2. Select the Users to Bill

You can choose who you would like to bill in two different ways:

Option 1 — Manual

Search for and select the individual users you would like to include in the batch. This option is helpful when you only need to bill a specific group of people.

Option 2 — Use Your Current Found Set

If you already created a found set in the Users Module, you can use that found set for your batch billing.

This is helpful when you need to bill a larger group of users that share specific criteria. Create your found set before opening Batch Billing, then choose the option to use the found set.

3. Add the Item(s) to Bill

Under Add Item, choose either Product or Custom, depending on what you would like to bill.

Product: Select this option if you are billing for an existing product that has already been set up in TradeSchool. Use the Product Picker to locate and select the product. The existing product information and pricing will be added to the batch.

Custom: Select this option if you need to create a one-time item that is not already set up as a product. Enter the following information:

• Category: Select the appropriate category.
• Description: Enter a description of what the charge is for.
• Cost: Enter the amount to be billed.
• Quantity: Enter the quantity. This will default to 1.
• Sales Tax: Enter the applicable sales tax, if needed.

Select Save to add the custom item to the batch.

Once your item has been added, it will appear in the Batch Billing window. Review the item, quantity, tax, and total to make sure everything is correct.

Make Bill Pay Enabled: Check this box if you want the invoices created through this batch to be available for users to pay through Online Bill Pay.

You can add additional items if multiple charges need to be included in the batch.

4. Generate the Batch Billing

Once you have confirmed the users and items you would like to bill, select Generate Transactions.

A Generate Batch Billing window will appear showing the number of users who will receive an invoice.

Enter your initials to identify who generated the batch.

If you selected Make Bill Pay Enabled, an [Optional] Invoice Due Date field will also appear. You can enter a due date for the invoices or leave this field blank if a due date is not needed.

Select OK to generate the invoices for everyone included in the batch.

TradeSchool will create the invoices for the selected users.