Creating a New Bill Batch |
Table of Contents > Accounting > Invoicing and Billing > Creating a New Bill Batch |
To create a new bill batch, you will first have to decide which records to include in the bill batch. If you are not already on the Invoicing Screen, click the Invoicing tab in the top toolbar. At the top of the Invoicing Screen is a table of all the unbilled entries you and your workers have inputted into the system, grouped by client. The client row has aggregate information for the client including total original hours, total adjusted hours, total post-adjusted hours, and total dollars. If you click on the plus sign next to any client, you will see the detailed entries below, including project, worker, date, and description. Every entry that is selected will be included on the bill when you click the Unbilled Items Deselecting any entry will deselect the client it belongs to, but this does not mean that the entire client will be excluded. Once you’ve decided which entries you would like to include, click the If you have too many clients or entries to sift through, you can include or exclude entries based on criteriathat you set with the Filter Form. See the Filtering and Sorting Unbilled Hours section for more details. |
Related Topics: Overview of the Billing & Invoice Process Invoice Document Types Quick How-to: Invoicing a Single Client Quick How-to: Invoicing Multiple Clients Quick How-To: Invoicing with Current Balance Quick How-to: Invoicing Clients Based on a Date Range Quick How-to: Adding Non-Hourly Billing items to an Invoice Quick How-to: Creating a Non-Hourly Billing Invoice What is a Bill Batch? Differences: Bill Batch vs. Invoice Filtering and Sorting Unbilled Hours One-Time Rate Overrides |
button. If you select a client, all entries below that client will be included. If you deselect a client, all entries below that client will be excluded. 