Euler allows you to generate invoices in two ways: Individual and Bulk. Follow these steps to create invoices efficiently.
Accessing Invoice Generation
Log in to Euler.
Navigate to the Payments section.
Select Generate Invoices.
You’ll arrive at the Invoice Builder, where you can choose a date range and set up each invoice’s parameters.
Individual Invoice Generation
In Individual mode, the Invoice Builder allows you to create invoices one partner at a time:
Date Range: Choose a range that applies to charges you’d like to include in this invoice.
Partner Selection: The Partner dropdown lists all partners with eligible charges against deals they’ve referred. If a partner or expected charge is missing, consider the following reasons:
Net Days Post Payment: A holdout period between charge posting and eligibility may delay appearance.
Out of Payment Window: If your incentive specifies payouts for a limited period (e.g., monthly for 12 months), charges beyond this window won’t display.
No Successful Charges: Partners with no eligible charges will not appear.
For each charge in the table, you have options to:
• Toggle on/off each charge to include or exclude it from the invoice.
• Override Incentive Calculation to manually adjust the payout if needed.
Once ready, click Generate Invoice. The screen will auto-advance to the next partner, streamlining the invoice generation process.
Bulk Invoice Generation
To generate invoices for multiple partners at once, follow these steps:
1. Ignore the inputs at the top of the Invoice Builder screen.
2. Select Bulk Generate below the table.
A popup will appear, allowing you to set up bulk invoice details:
Date Range: Define the range for charges to include.
Invoice Date: Select the date for the invoice.
Invoice Memo (optional): Add any memo details.
You’ll see a preview summary of the number of partners and total amount for all invoices. When ready, click Generate to create invoices for all selected partners.
Viewing Generated Invoices
You can review all generated invoices in the Payments screen.