Batch invoicing is an important feature in BQE CORE designed to streamline the creation and management of invoices for multiple projects simultaneously. Whether you are handling numerous client projects or complex billing scenarios, batch invoicing offers efficiency and flexibility that manual invoicing often cannot match. Click to watch this video on creating batch invoices in CORE.
Here are the key aspects of invoice batches:
- Unlimited Projects: There's no restriction on the number of projects you can include in a batch of invoices, accommodating large-scale invoicing needs effortlessly.
- Multiple Active Batches: You are not limited to one invoice batch at a time. You can start a new batch while another batch is still active. Each batch has its own set of projects, options, and rules, allowing you to manage different billing groups independently. Each batch you create is owned by you. Only you can open, edit, or process the batch. Each batch you create is owned by you. Only you can open, edit, or process the batch.
- Billing Options: Choose between billing based on approved time and expenses (unbilled) or a fixed amount for each project. Projects billed based on unbilled adhere to your billing period and specific filters, ensuring accurate invoicing. For fixed billing, you can easily enter a fixed amount on-the-fly or use preset billing schedules for automated billing. In addition, you can combine related projects or project phases into a single invoice, a common practice in industries like legal services.
- Review Process: After compiling your invoice batch, you can review and process invoices either as drafts or final invoices. Draft invoices remain outside accounts receivable until a final review is done.
Some of the benefits of invoice batches include:
Multiple Active Batches:
You are no longer limited to one batch at a time. You can create and work on multiple active batches simultaneously, such as separate batches for different billing groups or project managers. You can switch between active batches from the Active Invoice Batches screen without losing your place in any batch.
Instant Loading of Invoices:
All invoices load instantly, eliminating wait times and allowing you to focus on productive tasks while CORE processes invoices in the background.
Saved Batches:
CORE saves your active invoice batches so you can resume work, track progress, and manage invoices without interruption. Batches remain available after you log out, experience a session timeout, or refresh the browser. A batch expires after a configurable period of inactivity. The default is 24 hours, and you can set the expiration period from 12 to 72 hours. To extend an active batch, click Reset Timer next to the batch, update the expiration period in the Batch Expiration dialog, and confirm the change.
Effortless Time & Expense Management:
Incorporating new time and expense entries does not require you to restart the process, risking lost changes. CORE allows you to include or exclude entries seamlessly within the batch, improving accuracy and workflow efficiency.
Move Time and Expense Entries during Billing:
CORE allows you to move time and expense entries to a different project or phase directly from the T&E Details while working in an invoice batch. This helps you correct entries without leaving the batch or restarting the billing process.
Unified Invoice Creation:
Invoices screen comes with a unified Create Invoice dialog that simplifies the selection between batch invoicing and manual invoicing, enhancing experience and operational efficiency.
Advanced Filtering:
Enhanced multi-level filtering options empower you to refine invoice batch creation by specific criteria such as Client and Project Manager, ensuring precise and targeted invoice generation.
For a more understanding of batch invoicing in CORE, check CORE Help Center. Check out the detailed descriptions available in Invoices > Fields Descriptions > Invoice Batch.
Batch invoicing in CORE represents a significant advancement in managing invoicing complexities efficiently and effectively. By leveraging these features, you can streamline your billing processes, reduce administrative burdens, and enhance overall operational efficiency.