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 Billing > Invoice Batch 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.

Click here to see a description of the screen components

The Create Invoice Batch screen consists of the following sections:

a search header allowing you to specify the search criteria for finding the invoice batch groups to be included in the invoice batch
a search results list that lists the invoice batch groups matching your search criteria
a footer 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 are displayed in the search header of the screen: