Batch Invoice Presentment (AS)

  • Updated on Sep 12, 2025
  • Published on Sep 28, 2023
  • 3 minute(s) read
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Batch Invoice Presentment

From the App Launcher, select Billings to access the Billings list view.

Select any number of Billing records and then click the Send Invoices button.

PDF Format Record

Sending bulk invoices requires a PDF Format record. Create the record by completing the following steps.

  1. From the App Launcher, search for PDF Formats and select the link to navigate to the PDF Formats list view.

  2. Click New to create a PDF Format record.

  3. Enter the following values into the fields.

    1. PDF Format Name: Bulk Billing Product

    2. Type: Billing

    3. Visualforce PDF Page: TransportationBillPDFBulk

    4. Default Email Template: Billing_Email_Template

  4. Click Save.

Send Billings

This action opens the Billing Console to send invoices to the customers using their preferred Billing Method. The following billing methods are supported.

  • Email

  • Print

  • EDI

When sending Billings, the following customer Transportation Profile fields are respected.

  • Batch Invoicing Email Process

    • If no value is selected (None), the One Email, Individual Invoice Attachments value is used as the default functionality.

  • Batch Invoicing POD Treatment

  • Consolidated Invoicing

The Accounting Seed Master Billings workflow does not follow the settings on the customer Transportation Profile.

Click the Process button to generate and send the Billing PDF to customers.

The Status column contains a success icon (green checkmark) or a warning icon (yellow exclamation point) with any error descriptions. The generated Billing PDF icon is linked for reference.

Organization-Wide Email Address

Set the Billing email address fields that a user may reply to by creating Organization-Wide Email Address records. Add values to the Reply-To Email and/or Org-Wide Email Address on the Accounting Seed PDF Format record.

Navigate to TMS Accounting Admin and select a value for the Default OWEA for Multiple Billings field. The following logic determines which email address appears as the Reply-To address in the recipient’s email client when they respond to an invoice email.

The Organization-Wide Email Address selected for the Default OWEA for Multiple Billings field must have the Allow All Profiles to Use this From Address value selected. If this value is not selected, an error message is presented to the user.

Prevent this error by completing one of the following actions.

  • Change the setting to Allow All Profiles to Use this From Address on the OWEA record set for Default OWEA for Multiple Billings on TMS Admin Accounting.

  • Change the Default OWEA for Multiple Billings record on TMS Accounting Admin to another OWEA record that contains the Allow All Profiles to Use this From Address.

Select Billing records and click the Send Invoices button to generate and send PDF-format invoices to users.

One Billing

When one Billing record is selected, the following logic order determines which email address is used. The next option is selected when no value exists in the field.

  • The email address From field is set in the following order. If no value is present, the TMS uses the next available option.

    1. The Organization-Wide Email address set on the PDF Format record associated with the Billing.

    2. The Default OWEA for Multiple Billings field value on TMS Accounting Admin.

    3. The User that clicks the Send Invoices button.

  • Entering values in both the PDF Format Reply-To Email Address and the Organization-Wide Email Address fields determines which email addresses the end user sees. The user receiving the email sees the Reply-To Email Address as the Reply-To and the Organization-Wide Email Address as the From in their email client.

Multiple Billings

When more than one Billing record is selected, the following logic order determines which email address is used.

  • The email address From field is set in the following order. If no value is present, the TMS uses the next available option.

    1. The Organization-Wide Email address set on the Bulk Billing PDF Format record associated with the Billing.

    2. The Default OWEA for Multiple Billings field value on TMS Accounting Admin.

    3. The User that clicks the Send Invoices button.

  • The Reply-To Email Address is not set. When a user replies to the invoice email, the From email address is used as the reply address.

See additional Organization-Wide Email Address setup information here.

Invoice Record Storage

Individual Invoice Attachment files are stored on the individual Billing record in the Notes & Attachments section.

When the Batch Invoicing Email Process field is set to One Email, Combined Invoice Attachment, the invoice PDF files are stored on the Billing Contact. Add a Related List - Single standard component to the Contact Lightning Record Page to view combined invoice attachment documents.