Create One-time Invoices : Option 2: Create all one-time invoices in a single batch

Option 2: Create all one-time invoices in a single batch
Instead of clicking QB Invoices on the Task List, the same process may be accessed on the Recurring Invoices tab in the QuickBooks module. In the Member Renewal Month drop-down box, select One-Time Invoices Only.
1.
Click QB Invoices in the Task List.
Figure 9-6 QB Invoices in the Task List
The number of invoices displayed in the QB Invoices Task List indicates the number of fee items that will be invoiced – not necessarily the number of invoices that will be created.
2.
Click Create Invoices.
Figure 9-7 Pending invoices
3.
The Recurring Invoices tab in the QuickBooks module will appear with the Member Renewal Month set to One-Time Invoices Only. Change any other desired Invoice Options.
Figure 9-8 One-Time Invoices Only
4.
Preview the list of invoices and click to clear the check box in front of any invoice(s) that you do NOT wish to create. For users of QuickBooks 2007 or higher, you may select the desired output method for invoice distribution. You may also choose to print a list of invoices by clicking Print List or you may save and download the list of invoices to a file by clicking Download List.
If you are using QuickBooks 2006 or earlier, the invoice distribution method will be automatically set as “To be printed”, even though the Output column will not be displayed. This selection may be modified for each invoice after creation in QuickBooks.
5.
Click Create Invoices Now.
6.
Invoice creation begins. Click Refresh every 5 seconds to automatically view on-going progress.
Figure 9-9 Invoice status
7.
Click Finish.
In many versions of QuickBooks you may print the batch of invoices by clicking Invoices. Then click the Print drop-down arrow . Click Print Batch. Those queued to print are invoices that were marked as “To be Printed.”
8.
These invoices now exist in QuickBooks and are marked to be printed for those with QuickBooks 2006 or earlier. Users of QuickBooks 2007 or higher had the opportunity to select the desired invoice distribution method in step 4. You may view, print and distribute them in QuickBooks according to standard QuickBooks procedures.