How to Create an Invoice Batch with One Invoice Batch Group

How to Create an Invoice Batch with One Invoice Batch Group

1.

At the top of the Portal > Billing Screen, click Create Invoice Batch.
The Create Invoice Batch screen opens.

2.

In the Country field in the header of the screen, select the relevant invoicing country if it is not already selected by default.

3.

In the Billing Company field, select the billing company if you want to create invoices/credit notes for those timesheets billed by a specific billing company only.
Otherwise, leave the default option of Any Billing Company selected if you want to create invoices/credit notes for timesheets billed by multiple billing companies.

4.

Next to the Time Group Date field, click and use the
calendar control to select the cut-off date for including timesheets in the invoice batch. Alternatively, if the cut-off date is to be today's date, leave the default date selected.
The selected/default invoice batch cut-off date is displayed in the Time Group Date field.

5.

Click Search Invoice Batch Groups .
The list grid on the screen lists invoice batch groups matching the criteria you selected in the screen header.

6.

Within the list grid, locate the invoice batch group you want to include in the invoice batch and click
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.

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.