Invoice Customer Accounts
- Emilia Stern
BRP Back Office → Debiting → Invoice Customer Accounts
In this view, you can see a list of all customers with outstanding customer account balances. It is possible to search on specific person categories, price lists, customer types and facilties. From here, you can also invoice customer accounts:
Select the customer accounts you want to invoice.
Click "Invoice".
You will be asked to specify the due date and who should be listed as the invoice reference (you can choose from all staff members).
It is also possible to invoice a specific person's customer account by clicking the "Invoice" button under "Customer Account" in the Finance tab of their profile.
Invoice Customer Account via Direct Debit
Select the customer accounts you want to invoice.
Click "Invoice".
You will be asked to specify the due date. Enter the withdrawal date.
When prompted to print the invoices, select "No".
Locate the invoices under BRP Back Office → Invoicing → Invoices (Not Sent). These are created as standard invoices and are not marked as direct debit invoices.
Select the invoices you want to pay via direct debit and click "Autogiro".
Invoice Customer Account via Direct Debit During Subscription Billing
Contact BRP support for assistance in enabling the setting "Include Customer Account in Direct Debit Subscription Billing" /
"includeTabInAgSubInvoice".When setting the due date for direct debit invoices, check the "Include Customer Account" option during manual billing. A similar function exists for automatic billing.