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.
- Batch Session: Initiate a batch session by selecting the projects you want to invoice and defining various options and rules tailored to your invoicing requirements.
- Billing Options: Choose between billing based on approved time and expenses (WIP) or a fixed amount for each project. Projects billed based on WIP 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:
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 allows you to save active invoice batches for 24 hours. You can resume work seamlessly, track progress, and manage invoices efficiently without interruptions.
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.
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.