History & Preview
History and preview is the place of mass invoice generation. Here we generate and issue invoices for all customers in the system.
All transactions, invoices and proforma invoices generated for a particular period of time are displayed in previews and can be filtered by a period of time according to your needs, for example, a custom range for a few months or half of the year.
- Date - specify the date that corresponds to the customers' Billing day. For instance, if you indicate a specific date, the system will generate a preview of all the customer invoices that are scheduled to be billed on that day (Date = Customers' Billing date).
- Partners - choose which partner or partners you'd like to show a preview for.
- Generate separate preview per partner - enable this option to generate a separate preview per partner.
When you click on the
History & Preview can be a useful feature for mass billing when you need to double-check customer's services and prices for a group of customers before issuing invoices to them. This is possible to do, by creating proforma invoices for customers, who are due to pay, and checking them in a preview.
How to create Proforma invoices (automatic and manual creation) is mentioned in Proforma invoices. After proforma invoices (for a particular day) are created, you can check the full list of proforma invoices for all customers in
Finance → Proforma Invoices.
Then click on icon
Finance → History & Preview and download file with all proforma invoices for the period that need to be checked. The rest of the invoices and transactions for that date will also be there.