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Creating Invoice Batches

To create an Invoice Batch, you can head to the Invoice Batches page and click Create Batch (1) in the sidebar or towards the top right of the page (2).

You are free to create Invoice Batches for any period you like - you can do it weekly, daily or monthly. You can also go back to any past period and re-run an Invoice Batch to process any uninvoiced items.

Creating an Invoice Batch

All Invoice Batches will be created as a draft first. Once you are on the Create Batch page, you can adjust the date range that you'd like to invoice for.

Uninvoiced Charges Warning

Sometimes you may see a blue warning starting "you have uninvoiced charges before [start date]". This means that Astalty has found charges outside of the selected date range that have not yet been invoiced. If you click on the Adjust Dates button, Astalty will automatically adjust the date range to ensure all uninvoiced charges are put into the draft batch.

Generating the draft batch

When you are ready and happy with the select date range click on Generate Draft Batch.

This will not send any invoices yet.

Excluding Charges from a batch

Sometimes you may want to exclude charges from a batch - they might be invalid or you just don't want to invoice for them yet. To do this click on the checkbox on the left hand side of the table to select them and once selected click on the Exclude Charges button to remove them from this batch.

Excluding charges does not delete them but it removes them from the current batch so they can be invoiced at a later date.

Invalid Charges

Sometimes you may see errors within the invoice batch - there are a range of errors. To learn more about the types of errors you might see and how to fix them head to the Invoicing Errors page.

Excluding all invalid charges

Astalty makes it easy to exclude all invalid charges with a Select all invalid charges button - if you click this, all invalid charges will be selected and you can exclude them from this batch. This allows you to finalise the valid charges and fix the invalid charges at a later date.

Finalising an Invoice Batch

Once you have reviewed the invoice batch and you are happy with all charges, you can click the Finalise Batch button to finalise the Invoice Batch.

Once a batch is finalised, PDF invoices will be sent automatically

Once you have confirmed that you'd like to finalise the invoice batch, Astalty will start sending PDF invoices immediately and this can not be stopped.

Next Steps

Once the invoice has been finalised, Astalty will start sending PDF invoices. You can also generate the Bulk Upload file - click here to learn more about how to do this.