7.26 Billing: Prepare in Batch

Updated May 08, 2020

An invoice can be approved individually or in a batch. Batch invoices allow you to generate multiple invoices at once.

Access this option by following the path below:

Dashboard > Billing > Prepare in Batch

Click on the Create Batch button in order to prepare your invoices in batch.

Operation Dashboard - Google Chrome

Region: The region in which the batch will be created.

Action: The list of actions that can be done with this menu. 

  • Create Batch and Create Invoice Draft: Will create the invoices in draft mode.
  • Create Batch: Will create and approve the invoices that do not have to be verified because of issues.

Adhoc Invoices: Will include any adhoc invoices if applicable in the batch.

Filter by Frequencies: Will allow you to filter invoices by frequencies and create only those frequencies in the batch action.

Save the batch and proceed. Saved batches will be accessible in the future.

To view individual invoices in the batch, click on the view button located to the right of the batch group line.

If any errors or warnings remain, you will be able to access them from this view. Use the top menu to navigate through the other options:

Back to Batch List: Returns the user to the previous screen.

View All: Will show all the invoices to the user in PDF format in a new window.

Create Drafts: Will provide the user with various options.

User Manual - IN PROGRESS - Back Office Suite - Google Docs - Google Chrome
  • Create Drafts: Creates the draft invoices.
  • Approve all drafts invoices: Will approve all draft invoices.
  • Distribute approved Invoices that were not previously distributed: Will distribute all invoices that are not already distributed.

Approve all drafts invoices and distribute all invoices that were not previously distributed: Will approve all the drafts and distribute any invoices that have yet not been distributed.

  • Send a copy (When distributing): Will send a copy of the distributed invoices to the email addresses that are inputted also.

Approve All Drafts: Will approve all draft invoices.

Approve All Drafts & Distribute All invoices: Will approve all the drafts and distribute any invoices that have yet not been distributed.

Distribute Only Approved Invoices: Will distribute all approved invoices that are not already distributed.

Manage Invoice Occurrences: Will provide the user with various options.

User Manual - IN PROGRESS - Back Office Suite - Google Docs - Google Chrome
  • No Billable Item:
    • Remove Invoice Occurrences from Batch: Will remove the invoices with no billable items from the batch.
    • Cancel Invoice Occurrences: Will cancel the invoice occurrence with no billable items.
    • Take no Action: Will not take any action.
  • Billing Errors:
    • Remove Invoice Occurrences from Batch: Will remove the invoices with billing errors from the batch.
    • Take no Action: Will not take any action.
Previous Article 7.25 Billing: Editing an Invoice View
Next Article 7.27 Billing: Credit an Invoice

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