How Do I Batch Generate Invoices?

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Instead of going into each individual project to generate an invoice, you can generate a batch of invoices for projects with unbilled time or expense from a single screen.

 

Do the following to generate a batch of invoices:

  1. Click Billing on the navigation bar.
  2. On the Projects tab, choose Project with unbilled T+E to display only projects that are ready for billing. You can apply other filters as needed (for example, Client, Principal, etc.).
  3. Enter a cut-off date in the To field.
  4. Select the check boxes for the projects to be invoiced. Click the All column header to flag all listed projects for invoicing.
  5. Select Generate Invoice from the Action drop-down list.
  6. Select an Invoice date. The invoice will be due in X number of days (for example, 30), based on the project's payment terms, from this date.
  7. Click OK.