What is batch invoicing?

Batch invoicing is where you quickly process all the eligible projects ready to be invoiced. There is no limit on the number of projects to be invoiced. You can start a batch session by isolating the desired projects and define a few options and rules. You can either bill based on approved time and expenses (WIP) or a fixed amount. Projects billed based on WIP rely on your billing period and other filters. A fixed amount can be entered on the fly or pre-set using a billing schedule or automatic billing. If required, some projects can be billed together,
for instance projects and their phases, on a joint invoice. The legal industry does joint billing very often.

When you have finished reviewing everything, you can then process an invoice as a draft or final. Draft invoices are kept out of the A/R while a final review is performed. Check CORE Help Center for details.

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