Create Batch Invoices

Explanation

This activity is used to create a batch of invoices based on invoiceable transactions.

Prerequisites

The transactions you want to include on the Invoice, must have the status Invoiceable.

System Effects

As a result of this entry, a batch of invoices with preliminary/ released status is created.

Window

Batch Invoice

Related Window Descriptions

Batch Invoice

Procedure

1. Choose either options Select by customer/ Select by project in step 1.

2. Select customer(s)/ project(s) which needs to be invoiced in step 2/ step 3.

3. Enter a date range and select other options as necessary in step 4.

4. In step 5, enter invoice date for the batch of invoices to be created.

5. Select Finish.