Ysell.pro features allow you to generate invoices for the services provided by the Prep Center. Monthly billing allows you to reduce the number of transactions by consolidating them into one bill.

Go to the Shipments section. Check the boxes of shipments that are in PAY status and need to be billed. You can filter shipments by their statuses. Select a company that will be used to send the invoice, in the Create Order block. Clicking Create Order will create the list with your selected shipments.

The system will create an order, which indicates the receiver of the shipments which have been selected previously. In the block Order contents, listed services that have been provided and their costs are shown.

Go to the Sales proceeds block. Select the preferred method of payment by clicking on Payment method. To write-off funds prepaid in advance select Balance as payment method.

After debiting the credit from the customer balance, the order receives the status 7.1. The invoice to pay is availiable by clicking “Invoices”.

To generate invoices, select Invoice as the payment method in Sales proceeds. Create the invoice by clicking Invoices - Create Invoice.

After payment is done by the client, indicate the payment date in Payment date. Status will be changed to 7.1.

The details about billed invoices and the balance amount are available on the company card in the Finance section of the client.

Click on the Prep Center menu item and select Clients. Mark the checkbox of the client for whom you need to create the invoice in the system. Then press Actions on Selected.

From the pop-up menu, click Create Order. The system will create a Prep Center order for the selected client.

In the Order Content section, press Add and add the desired positions to the order. In the Title field, enter the titles of services or products to be included in the invoice. Enter the appropriate value in the Unit Price field. In the Qty field, enter the number of product units or services.

Click Invoices - Create Invoice and create the invoice.