To create an invoice batch that includes one invoice batch group only, follow the procedure below.
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How to Create an Invoice Batch with One Invoice Batch Group
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1.
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At the top of the Portal > Billing Screen, click Create Invoice Batch.
The Create Invoice Batch screen opens.
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2.
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In the Country field in the header of the screen, select the relevant invoicing country if it is not already selected by default.
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3.
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In the Billing Company field, select the billing company if you want to create invoices/credit notes for those timesheets billed by a specific billing company only.
Otherwise, leave the default option of Any Billing Company selected if you want to create invoices/credit notes for timesheets billed by multiple billing companies.
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4.
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To create an invoice batch, follow the procedure below.
How to Create an Invoice Batch | |
1. | Navigate to Billing > Invoice Batch. |
2. | If you need to generate invoices for a country other than your default country, select the relevant country name in the Country field in the search header at the top of the screen. Otherwise, skip this step. |
3. | If you need to generate invoices for one specific billing company only, select the name of that billing company in the Billing Company field in the search header at the top of the screen. Otherwise, skip this step. |
4. | If the cut-off date for including timesheets in the invoice batch |
is to be |
The selected/default invoice batch
a date other than today’s date, click within the Time Group Date field and select the relevant cut-off date. Skip this step if the cut-off date is |
to be today’s date. | |
5. | Click Search |
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results list is populated with invoice batch groups |
that match the |
selected search criteria. |
6. |
In the result list |
, locate the invoice batch group you want to include in the invoice batch and click |
the checkbox at the start of the row that corresponds to the relevant invoice batch group. The checkbox is ticked to indicate that the invoice batch group is selected. | |
7. | Click View next to the invoice batch group that you selected at step 6. The Invoice Batch Group screen opens |
7.
If you want to exclude a debtor from the invoice batch who is selected for inclusion in the invoice batch by default, click the Include In Batch field next to the relevant debtor.
The tick in the Include In Batch field is cleared to indicate the debtor will not be invoiced as part of the invoice batch.
8.
Repeat step 7 for each debtor who is to be excluded from the invoice batch.
Note: you must include at least one debtor in the invoice batch.
9.
control to select
, showing a list of debtors who are part of the invoice batch group. By default, a tick is displayed against each debtor in the results list if there are more timesheets that are ready to be billed to the debtor. | |
8. | By default, a tick is displayed in the checkbox against a debtor’s name in the results list if there are timesheets that are ready to be billed to that debtor. If you do not want to create invoices/credit notes for a debtor that has timesheets that are ready to be billed, click the checkbox next to the debtor’s name to un-tick the checkbox. |
9. | Repeat steps 6-8 if you want to include other invoice batch groups in this invoice batch. |
10. | If the invoice issue date of the invoices/credit notes to be created by the invoice batch |
is to be |
The selected/default invoice date is displayed in the Invoice Date field.10
a date other than today’s date, click within the Invoice Date field and select the relevant date. Skip this step if the invoice date is to be today’s date. | |
11. | Click Create Invoice Batch |
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11.
The confirmation message closes and the invoice batch is created. Another confirmation message opens, indicating the invoice batch was created successfully and shows the batch number
you to confirm the creation of the invoice batch |
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12. |
To continue to create the invoice batch, click |
Yes. |
by the invoice batch are |
ready for delivery to the relevant debtors. |
| Info |
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At step 8 in the procedure above you can also click View next to any of the debtors that are listed on the Invoice Batch Group screen to display information about the timesheets that are ready to be invoiced for the corresponding debtor. For more information, see Viewing a Debtor’s Timesheet Details. |