Billing More Than One Customers with One Sales Invoice

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To create new records using batch create with links to other database tables (tabs in Manger)

  1. Start a Batch update in the Customers tab. Paste into your spreadsheet. That will give you a list of the UUID / Key for each of your customers. Cancel out of the customer batch update as you don’t want to actually change those records.

  2. Then when doing a batch create of transaction which refers to a customer, use a database function in your spreadsheet such as Vlookup to convert from Name or Code to the UUID required by Manager.

While this may seam complicated, if you compare it to what is occurring when you use the graphical user interface built into Manage

  • Click on create new transaction
  • click on the Customer field to get a list of customers (that is what step 1. above does)
  • Select on of the predefined customers (that is what step 2. does above)

Alternatively wait till customer code can be used instead of customer UUID (but I suspect you will still need to use a database function Vlookup in your spreadsheet program to ensure exact compliance with the current valid customers in Manager.

I would use batch create for that.

  • Using the list of students / customers from step 1 above
  • sort by class or year (which I would enter as a custom field in Manager)
  • Copy the list of UUID for a particular class or year
  • Paste into the customer field of an customer invoice batch create
  • the other fields you can get from entering one invoice manually and doing a batch update. Then used fill down in your batch create.