Billing (B) - Max

B001

Create Invoice Batch:

1. Navigate to Billing > Invoice Batch.

2. Search for a time group - a list of time groups should display in the results section of the screen.

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.

5. Filter the list of the debtors timesheets by type and stage - the list of timesheets should update according to the filtering options that you select.

6. Close the list of timesheets, select one or more debtors who are linked to the time group and click Create Invoice Batch - you should be able to successfully 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/credit notes - existing invoices/credit notes that match your search criteria should be listed in the results section of the screen.

3. Next to any of the invoices/credit notes listed in the results section, click the View button - the details of the invoice/credit note should be displayed in the Invoice/Credit View screen.

4. Close the Manage Invoices/Credit Notes screen.

5. In the result section of the Manage Invoices/Credit Notes screen tick an invoice/credit note and click Preview - a preview of the selected invoice/credit note should be displayed.

B003

Create a manual invoice/credit note:

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

2. Click Add > Invoice or Add >Credit Note - The Invoice/Credit Note Entry screen should open.

3. Search for and select the Debtor and Billing Company.

4. Add one or more invoice/credit items to the invoice.

5. Close the invoice/credit note - the manual invoice/credit note should be created successfully.

B004

Credit an existing invoice: