Billing: Prepare in Batch

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An invoice can be approved individually or in a batch. Batch invoices allow you to generate multiple invoices at once.

Access this option by following the path below:

Dashboard > Billing > Prepare in Batch

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Click on the Create Batch button in order to prepare your invoices in a batch.

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Region: The region in which the batch will be created.

Action: The list of actions that can be done with this menu. 

  • Create Batch and Create Invoice Draft: This will create the invoices in draft mode.
  • Create Batch: This will create and approve the invoices that do not have to be verified because of issues.

Adhoc Invoices: Will include any Adhoc invoices if applicable in the batch.

Filter by Frequencies: This will allow you to filter invoices by frequencies and create only those frequencies in the batch action.

Save the batch and proceed. Saved batches will be accessible in the future.

To view individual invoices in the batch, click on the view button located to the right of the batch group line.

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If any errors or warnings remain, you will be able to access them from this view. Use the top menu to navigate through the other options:

Back to Batch List: Returns the user to the previous screen.

View All: This will show all the invoices to the user in PDF format in a new window.

Create Drafts: This will provide the user with various options.

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  • Create Drafts: Creates the draft invoices.
  • Approve all drafts invoices: Will approve all draft invoices.
  • Distribute approved Invoices that were not previously distributed: Will distribute all invoices that are not already distributed.

Approve all drafts invoices and distribute all invoices that were not previously distributed: This will approve all the drafts and distribute any invoices that have not yet been distributed.

  • Send a copy (When distributing): This will send a copy of the distributed invoices to the email addresses that are inputted also.

Approve All Drafts: Will approve all draft invoices.

Approve All Drafts & Distribute All invoices: This will approve all the drafts and distribute any invoices that have yet not been distributed.

Distribute Only Approved Invoices: This will distribute all approved invoices that are not already distributed.

Manage Invoice Occurrences: This will provide the user with various options.

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  • No Billable Item:
    • Remove Invoice Occurrences from Batch: This will remove the invoices with no billable items from the batch.
    • Cancel Invoice Occurrences: Cancels the invoice occurrence with no billable items.
    • Take no Action: Will not take any action.
  • Billing Errors:
    • Remove Invoice Occurrences from Batch: This will remove the invoices with billing errors from the batch.
    • Take no Action: Will not take any action.

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