This page is used to set invoices in the Billing status of New to Pending or Paid. You can generate one or more export files of invoices that have had their status changed.
The first step of processing new invoices is to select the date range during which the shops have been submitted, as well as the survey if needed.
Decide if you want to include all shops, include only shops with PayPal using shoppers, or all shops for non-PayPal using shoppers. Additionally, you can enable or disable the two checkboxes below the dropdown to include or exclude shops in the status of Excluded, and shops that were not in the status of payable during previous exports.
The next step is to decide to which Billing status you want to move the filtered shops. From the status of New, shops can be moved to either Pending, or Paid, depending on your company's process.
You can edit the Paid Date as well. The dropdown will automatically be set to today's date.
Exports
Depending on your account permissions, and the Payment Methods you have set up on your system, you will be able to generate different exports.
Each of the exports can either include Shopper ID, or Shopper E-mail. Through the dropdown, you can either get an export that has one row for each invoice for an individual shopper, or combine invoices for the same shopper together.
The Custom Billing export will only be available if your system is using additional Billing questions. As discussed in a different part of the knowledge base, you can add up to three custom questions to the Shopper Profile page.
Once you use the GO button below the export selection, a new page will open, letting you know just how many shops will be processed and on which date.
On the other hand, if you selected any of the exports, the page will list the shop details as well as the export types selected.
You can click GO to mark them as Pending, or use the Back button to change your settings. Once marked as pending, you will be able to download the export files, and the shops will have a note visible to shoppers in their Shopper Log.
If you marked the invoices as Pending, and not Paid, you will most likely want to check out the Mark Invoices as Paid step!