For customers with regularly recurring invoices, you can activate automated invoicing in ZEP. Released invoice items from multiple projects and customers are billed in a single automated process.
Setup per Customer
Activate automated invoicing per customer under Customer > [Customer Name] > General > Data > Billing tab.
You can also optionally specify there whether an entry in the Incoming Payments should be created automatically when an invoice is generated for payment by direct debit.
Note: Only customers for whom this option is enabled appear in the overview under Billing > Automated Invoicing.
Start Automated Invoicing
Open Billing > Automated Invoicing. Proceed as follows:
Set a time period for the planned invoice date.
All customers with released invoice items in this period are listed. If there are multiple released items with the same planned invoice date, these are billed together on a single invoice.
Select the desired projects and click Start automated invoicing.
Select starting invoice number, invoice date, file format and bank account.
Optional: Enable direct email delivery of all created invoices to the respective customers.
ZEP displays the number of invoices to be created and shows progress during execution.
Special Features
The following rules apply to automated invoicing:
Multiple released invoice items of the same project with the same planned invoice date are combined on a single invoice.
Direct email delivery only takes place to customers who have an email address stored in the invoice address.
Invoice numbering starts with the selected starting invoice number and is assigned consecutively.
Note: Invoice items that were not assigned to the automated process can still be billed manually under Project > [Project Name] > Billing > Invoice Items or in the customer menu.