If you are a back office agency staff member with security permissions to create timesheet-based invoices and credit notes, you can automatically invoice timesheets by creating invoice batches.
Invoice batches are created via the Billing>InvoiceBatch screen. An example of the Invoice Batch screen is shown below.
...
The Create Invoice Batch screen allows you to do the following:
select the invoicing country, billing company and time group date
display a list of invoice batch groups that apply to the selected invoicing country, billing company and time group date choose which of the listed invoice batch groups are to be invoiced as part of the invoice batch
select the invoicing date.
| Expand | ||
|---|---|---|
| ||
The Create Invoice Batch screen consists of the following sections:
The following components are displayed in the search header of the screen: Country Billing country for which the invoice batch will be created. This defaults to the country to which you are assigned. You can select another country from the list of options in this field if necessary. Billing Company The billing entity issuing invoices/credit notes to debtors within the invoice batch groups that will be included in the invoice batch. If you select a specific billing company in this field, the invoice batch will include only those invoice batch groups with debtors who are issued invoices/credit notes by the billing company you select. The list of billing companies available for selection in this field is filtered according to the country selected in the Country field. For example, only those billing companies that belong to the country of Norway will be listed in this field if Norway is selected in the Country field. By default, the AnyBillingCompany option is selected and this allows the invoice batch to include invoice batch groups regardless of the billing company of the invoice batch. Time Group Date Cut-off date for inclusion of timesheets to be invoiced as part of the invoice batch. Based on the date you specify in this field, the invoice batch can include invoice batch groups with timesheets belonging to the last complete billing cycle of a debtor, where the billing cycle ends on or before the time group date. Search Invokes a search for invoice batch groups based on the billing company and time group date you specify and displays a list the matching invoice batch groups in the search results list. The following columns of information are displayed in the list grid section of the Create Invoice Batch screen. |