How to...

Complete the settings that determine the invoices to create when you generate a batch of invoices in Batch Billing.

Related Topics:

  • Select Projects for Batch Billing
    Before you run or schedule draft or final invoices in Batch Billing, you must select the projects to include in the run. If record-level security is applied to Billing, you can select only projects available for you to bill based on your role.
  • Set the Invoice Sorting Order
    You can specify how invoices are sorted. You can select up to three sort criteria, such as Client Number and Project Manager, for each Batch Billing run. In addition, you can sort invoices by project name or project number.
  • Update Fees for a Project on a Billing Form
    You can update fees in both Interactive Billing and Batch Billing. For projects that require invoice approval, you can also do this on both the Invoice Approvals form and the Interactive Approvals form.
  • Save a Set of Batch Billing Options
    You can save sets of Batch Billing options to minimize setup time when you run batches.
  • Restore Default Batch Billing Options
    Restoring system defaults for a Batch Billing run resets all the options on the Batch Billing form to their original settings. Restoring defaults does not affect saved sets of Batch Billing options.
Parent Topic: Preparing Batch Billing to Process Invoices