How to Create an Invoice Batch with One Invoice Batch Group

To create an invoice batch that includes one invoice batch group only, follow the procedure below.

How to Create an Invoice Batch with One Invoice Batch Group
1.	Navigate to Billing > Invoice Batch. The Invoice Batch screen opens.
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 a date other than today’s date, change the date in the Time Group Date field to the relevant cut-off date. Otherwise, skip this step if the cut-off date is to be today’s date.
5.	Click Search. The 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. and click View next to that invoice batch group. The Invoice Batch Group screen opens. The Include In Batch field is ticked next to each debtor for whom at least one timesheet is ready for invoicing. Such debtors will be included in the invoice batch by default.
*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.	Next to the Invoice Date field, click and use the calendar control to select the invoice issue date of the invoices/credit notes to be created by the invoice batch. Alternatively, if the invoice date is to be today's date, leave the default date selected. The selected/default invoice date is displayed in the Invoice Date field.
10.	Click Create Invoice Batch . A confirmation message opens, prompting you to confirm the creation of the invoice batch.
11.	On the confirmation message, click . 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 of the invoice batch that was created.
12.	On the confirmation message, click . The invoices/credit notes created within the invoice batch are now ready for delivery to the relevant debtors.