Creating an Invoice Batch

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 Portal > Billing > Create Invoice Batch > Create Invoice Batch screen. An example of the Create 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.
Click here to see a description of each component of the Create Invoice Batch screen. The Create Invoice Batch screen consists of the following sections:
a search section allowing you to specify the search criteria for finding the invoice batch groups to be included in the invoice batch
a list grid section listing the invoice batch groups matching your search criteria
a footer section at the bottom of the screen where you can select the invoicing date and can invoke the creation of the invoice batch.

The following components appear in the Search section of the Create Invoice Batch screen: