Billing (B) - Max

B001

Create Invoice Batch:

1. Navigate to Billing > Invoice Batch.

2. Search for a time group.

3. Click the View button next to a time group - a list of debtors who are linked to the time group should be displayed.

4. Click the View button next to a debtor - a list of the timesheets linked to the debtor should be displayed.

6. Check that you can select one or more debtors within a time group and create an invoice batch to invoice the selected debtors’ timesheets.

B002

Find & preview existing invoices:

1. Navigate to the Billing > Manage Invoices/Credit Notes screen.

2. In the search section of the screen, key/select some invoice search criteria and search for existing invoices.

3. Check that you can select an invoice in the results section of the screen and click Preview to display a preview of the selected invoice.

B003

Create a manual invoice: