How to Invoice

Owned by Gord More (Unlicensed)
Last updated: May 29, 2017

There are two basic invoicing methods in IDS, single issue invoicing and bulk invoicing. Single issue invoicing is generally used for cash sales while bulk invoicing is usually run once per billing cycle.

Single Issue Invoices

To produce a single issue invoice follow these steps:

  1. Open the Invoicing & Reports window
  2. On the left side click "Invoicing: Account"
  3. Select the LAST date for the invoice, all uninvoiced trips before this date will appear on the invoice
  4. Click the "Preview Report" button to verify it is correct
  5. Once the invoice has been verified as correct click the "Create Report" button

The invoice will open immediately and be printable.

Bulk Invoicing

Never have more than 1 person generating bulk invoices at the same time.


A bulk invoice run will create invoices for all accounts under a specific billing type (daily, weekly, bi-weekly, monthly) and billing method (email, print, fax).

Billing Methods
Print: Creates printable invoices for all accounts of a specified billing type et up for the print method
Email: Emails an electronic invoice to every account of the specified billing type set up for the email method. Also creates a printable copy.
Fax: Faxes an electronic invoice to every account of the specified billing type set up for the fax method. Also creates a printable copy.
* Fax method requires special configuration by IDS to automatically send faxes.

Performing a bulk invoice run
To perform a bulk invoice run follow these steps:

  1. Open the Invoicing & Reports window
  2. On the left side click "Bulk Invoicing & Statements"
  3. Select the LAST date for the invoice, all un-invoiced trips before this date will appear on the invoice
  4. ** If accounts with no charges should also be invoiced un-check the "Only accounts with activity" checkbox.
  5. Click the "Create Report" button

After a bulk invoice run is created it will pop up immediately, showing all previous bulk runs as well. To access previous runs go to the Help menu, and choose "View Last Bulk Invoice".

Printing a bulk invoice run
Depending on the style of invoice used (custom or standard) printing is handled in one of two ways.

When viewing a bulk invoice run click "Print All" next to the run

  1. If using a custom invoice template click the printer icon on the lower half of the screen (the printer icon from the PDF viewer).
  2. If using the standard invoice template right click on the lower half of the screen and choose "Print" (in Internet Explorer) or "This Frame -> Print" (in Firefox).