Generating an Invoice Batch

This page provides an overview on Invoice Batch generation.

To create an Invoice Batch observe the following steps:

Select the Client>Invoice Batch sub menu to open the Invoice Batch List page.
Click the Create Invoice link located in the ribbon bar to open the Create Invoice for Clients page
Within the Funding Source field position your cursor and either input in free text the funding source or make your selection from the drop down list for example CASH or PLAN.
Within the From Date field position your cursor and either input in free text the reporting start date or make your selection from the time picker.
Within the To Date field position your cursor and either input in free text the reporting start date or make your selection from the time picker.
Select the Next button.

Nil matching records
If there are no valid client services listed within the specified date range you will be prompted with the following notification

Matching records
If there are valid client services found within the specified date range the Create Invoice Batch page will be loaded; note that this page will be identified with a reference source to the funding source and the reporting range.
If the Create Invoice Batch page lists services with unapproved timesheets you can either:

Resolve unapproved timesheets through Approve Employee Timesheet page

Select the Approve Timesheet link to open the Approve Employee Timesheet page

From the approve timesheet page, select the timesheets that need to approved, select the Approve Selected Timesheet icon. A green tick in top right of the service panel tells you the timesheet is approved.

On the create Invoice Batch page refresh the page by selecting the button to exit back to the parameters page, followed by selecting the button

Resolve unapproved timesheets through the Create Invoice Batch page

Highlight and double click the client invoice batch record on the Create Invoice Batch page to display a summary page listing service claims. Unapproved service claims will be presented in RED.

To approve a service claim double click the entry to open the Edit Timesheet Record page, set the Approved field value to YES. Select button followed by the button to exit the page. Repeat this step until all outstanding services have been approved.

On the create Invoice Batch page refresh the page by selecting the button to exit back to the parameters page, followed by selecting the button
Highlight the Client Invoice Batch record and click the Generate Invoices button.
From the pop up screen select the OK button to confirm the creation of the Invoice Batch.

Invoice Batch will be presented in Edit mode within the browser
Select button followed by the button to exit the page. The batch record will be listed within the Invoice Batch List page

Invoice Processing
You can now either print the clients invoice from the invoice batch or send the invoice using the client bulk email notification function.

For additional information refer to the topic Print and Send Invoices.

Schedule Board
Once the selected services have been included into the Invoice Batch those services listed within the schedule board will be updated with theicon to identify that they have been invoiced.