Generating invoices “locks” the base rates and custom rates for the open period. This is a huge issue since once you click the generate but before you finalize, users need the ability to adjust these rates when reviewing for accuracy or when there is a failed invoice due to a calculation issue.

Generating all invoices at once for all locations is an extreme issue. We need the ability to select at the very least by warehouse but even better would be the ability to select individual customers. For large projects, we are receiving large quantities of product the last couple of days of the month and in the event we need to photograph or open/inspect, it slows down the receiving process meaning that we have to halt all billing until that project has been completely received in.

Ideally what needs to happen is when you click to generate, the list of all customers comes up. We then select ONLY those customers we want to run. This gives us the ability to continue the billing process while waiting for the rest of the customers to be finalized. It also would give us the ability to double check the customer set up prior to having the period LOCK all the rates.
Invoices with errors halt the entire invoicing process. We should be able to finalize those invoices that did not fail and move on. We do centralized billing so if there is an issue when one of the central billers generates invoices, they can finalize those that were fine and notify the administrator (me) that there are failed invoices in the batch that need to be reviewed and corrected.

In the event that we cannot simply generate by customer or individual location at a time, then the process itself needs to change. When you click on the Invoicing option, it needs to pull the list of what customers will be generating invoices and advise of an error before locking everything down so we can make those corrections or turn the billing for the customer off. This quite frankly is an urgent need as I cannot in good faith turn invoicing on and rely on it until the invoicing itself is fixed.