Using the Mass Assign Assistant, you can add billing codes to multiple customers' records.
For example, you could use this during school registrations. After you have added new students to your database, you can add one billing code to the new students' records at once, rather than separately adding the same billing code to each student's records.
When adding billing codes for multiple customers, you can also schedule invoices for those customers by setting the frequency and amount for the billing code. This billing schedule is applied to all customers for whom you add the billing code. You can also select a start date, and you can end invoices after a number of occurrences or by a specific date. You can also view a calendar showing the dates when invoices will be due. For more information about scheduling customer invoices, see Scheduling Invoices.
- Under Advanced Tools, click the Define Lists tab.
- Select Accounts Receivable from the drop-down list, then click Go .
- Click Mass Billing Codes, then Mass Assign Assistant.
- In the Mass Assign Assistant window, select Billing Codes and click Next.
- Under Option, select Add a billing code to multiple customers and click Next.
- Select the billing code that you want to add to the applicable customers' records and click Next.
- In the Frequency drop-down list, select the frequency of the billing code.
- In the Amount field, enter the amount you want to bill the customer.
- Select Schedule Invoice to create an invoice schedule for the affected customers, then click Next.
- Select the affected customers and use the arrows to move them to the column on the right. When you have selected the customers whose billing code you are adding, click Next.
- A list of affected customers displays. In the Accept column, ensure that all customers who you are assigning to the billing code are selected. If you want to remove any customers from this list, clear the Accept check box.
- To print the list of customers whose billing code is being added, click Print.
- Click Finish, then OK.