Finding and processing your batch invoices

To find and process your batch invoices, follow these steps:

1. Open the Invoices screen from the side menu > Billing > Invoicing.
2. If you have not created a batch yet, click Create Invoice to open the Create Invoice dialog. On the Invoice Batch tab, set your Filter By option (e.g., Project) to view relevant billing records. Enter necessary details such as Invoice Date, Minimum Bill Amount, and any billing rules. Click Create Invoice Batch. The batch will be generated in the background, and you will receive a notification when it's complete.
3. Go to the Active Invoice Batches screen to view an overview of all invoice batches, including those of other users. This helps prevent confusion and ensures you can track ongoing billing activities.
4. When your batch is complete, click View Batch to access the batch details. On the Invoice Batch Details screen, review the billing records and ensure everything is correct before processing.
5. Ensure that all time and expense entries within your billing period are approved. You can do this from the Time & Expense Reviewer screen. Unapproved entries must be approved before they can be included in the batch. You can also refresh the batch or individually select approved entries from the T&E Details.
6. If needed, click Edit to modify the filters and options of the batch. After making changes, you must regenerate the batch. When ready, select the records to bill and choose the processing option from the Actions menu, such as Process as Final or Process as Draft.