Skip to main content

How do I create a batch of invoices? - Knowledgebase / Nova / Financial - ClubRunner Support & Knowledgebase

How do I create a batch of invoices?

Authors list

ClubRunner's financials section allows you to create batch orders which will generate multiple invoices at a time so you don't have to generate them individually.

  1. To begin, log in to your account through your club homepage, then click on Member Area on the top right under your club banner. Alternatively, click here to go directly to the ClubRunner login page.

  2. Once logged in, click on Financials in the left-hand side menu and select Batches.

    Financials batch invoices menu

  3. Here you'll see a list of already-created batch orders. To start the batch creation process, click the Create Batch Order button.

    Create batch order

  4. Set the date and description of the new batch order, then click the Save button to proceed. The batch number is automatically assigned.

    Create batch order details

  5. Now you'll be on the setup screen for the batch order. You can adjust the order date, invoice date, and payment due date by clicking the Edit button under the "Order and Invoice Details" section.

    Order and invoice details

  6. Next you'll add items to your batch order. Under the "Batch Items" section click the Add Batch Item button.

    Add batch item

  7. When you click in to add your first batch item, the "Select Recipients" Smart List drop-down menu will appear. This is prompting you to select a group of recipients to load into the batch item. Select the appropriate group based on your needs and you'll see that these recipients get listed further down under the "Recipients" section of the page.

    Select batch item recipients

  8. Next you'll set the "Batch Item Details" by first selecting an item type. You can search the boxes in this section by typing into the box or alternatively select an option in the drop-down menus. The available items and options will dynamically change based on your selections. Complete each item to proceed to the next step.

    Below are examples of different options that you may see:

    Membership Fee:
    Batch item details

    Product:
    Batch item details

  9. The next step is to set the default price and quantity for this batch item. Please note that quantity is not always open to be set, depending on selections in earlier steps.

    Price and quantity

    The default price and qualtity can be applied to multiple recipients at once. To do this you'll first want to select the recipients who you want to apply the specific price and quantity to from the "Recipients" list. You can check or uncheck each recipient that was populated from the initial step of this process (they are all checked by default). 25 recipients are shown at one time, so you may need to navigate through numerous "list pages" here.

    Batch item recipients

    With the proper recipients selected, click the Apply button for the default price and/or the default quantity sections. You'll be prompted to confirm the action, and it notes that this will apply the price/quantity to all selected recipients. You can repeat this process with different recipients selected to set different prices and quantities as needed.

    You will also notice that by selecting a recipient you can manually enter the price and quantity, so you have full control over each recipient individually.

  10. Once all of the recipients have the proper price and quantity set, you're ready to save the batch order item. To do this, click the Save button in the bottom right-hand corner of the page. You may be prompted to further confirm this action depending on the specific setup of the batch order item.

    Save batch order item

  11. You will now see this item added to your batch order. You can add additional batch items by repeating the same process.

    Added batch order item

  12. You can click the Preview tab when viewing the batch order to get a preview of the batch order recipients and what they will each receive an invoice for.

    Batch order preview

  13. To finalize the batch order and generate the invoices, click the Generate Invoices button in the top right corner of the batch order page.

    Generate batch order invoices

  14. You will be prompted to confirm the invoice generation, and can select to send them to recipients as well if you want.

    Generate and send invoices

    If you choose to not sent the invoices you can always click the Send Invoices button from the batch order to send them any time.

    Send batch order invoices

Helpful Unhelpful