Creating a Batch Invoice

Batch invoice generation in Salesforce allows users to create multiple invoices at once through the Schedule Batch Invoice tab. This is especially effective for organizations handling recurring or bulk billing.

Process Steps

• Navigate to the Schedule Batch Invoice tab within Salesforce.

• Click New Batch button.

• All the fields need to be filled.

• Click Save to submit the batch for invoice generation.
  

• The Batch is now active(default).

Once activated, Salesforce will process the batch and generate invoices for all records matching the specified criteria. The generated invoices will be automatically synced to Xero.

The screenshot below is taken from a Salesforce Opportunity record as part of the batch invoice generation process. In Salesforce, batch invoices can be configured to run on set intervals such as monthly or daily, depending on your business requirements.

The Criteria Field to select Invoice (API Name) field determines the criteria to execute the batch invoices.  

One of the key fields visible in this process is the Mapping ID. This ID is generated during the Xero custom object mapping for Invoice creation and is used to link the data between Salesforce and Xero efficiently.

The "Email for Execution Report" field is used to specify the email address where the batch invoice execution report will be sent.

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