Batch processing of documents – Xentral help center

Via the module Batch processing of documents orders in the batch can be continued as invoices. The module is currently only available via the module call or the AppStore.

Features

Enables batch processing of orders to invoices
Provides various options for invoices to be created

Additional options for batch processing

When the module is enabled, orders to be billed are displayed according to the order summary table. However, separate options for batch processing come with this. These can be selected using a drop-down menu under the table in the Bulk Batch Processing area.

Option: Continue to invoice

The selected orders will be recorded with the current date.

Continue to invoice (set invoice date = delivery date)

The date of the invoice of the selected orders will be based on the date of the delivery note created. To check the selection, you can use the filter With delivery bill.

Continue to invoice (set invoice date = order date)

The date of the invoice of the selected orders will be based on the date of the delivery note created.

Continue to delivery note

Here the order is only continued to the delivery bill with the current date - an invoice will not be created.

Create invoices and credit notes from VAT report

This is only interesting for Amazon sellers who use the Amazon VAT service.

Additional

Invoice numbers

Invoice numbers are assigned consecutively. For this reason, it is recommended, to start with the older orders.

Process starter

Processing of the orders to invoices is done via the process starter "document batch processing".