Use bulk invoice generation to create monthly invoices for multiple offices at the same time.
PayStack uses each office’s billing settings, rates, usage, and additional charges to calculate the invoice.
Generate Monthly Invoices
- Open Invoices.
- Select Dental Office Invoices.
- Choose the billing month you want to process.
- Click Generate Draft Invoices.
- Review the offices included in the billing run.
- Confirm the invoice generation.
PayStack creates a Draft invoice for each eligible office.
Offices that already have an invoice for the selected billing month will not receive a duplicate invoice.
Review the Drafts
Before sending invoices or processing payments, review the generated invoices for:
- Correct billing period
- Expected service charges
- Usage charges
- Additional charges, credits, or adjustments
- Invoice totals
Important: Generating draft invoices does not send invoices or charge your merchants.
Creating invoices as drafts gives you an opportunity to review the billing run before taking any payment action. Once you send an invoice, the status will be changed to "sent", and can only be voided at that point
Powered by