How Do I Batch Bill Multiple Records?

Most of the billing records generated in a billing cycle are billed as-is. These records can be projects with hourly, recurring, fixed fee or other contract type. Since they require no billing decisions—no adjustments, no exclusions, no editing—batch billing is the fastest way to create invoices. Processing and printing of invoices is one simple step.

To batch bill many billing records:

1. Click Billing on the navigation bar and then click the Billing Review tab.
2. Enter the criteria in the key fields to generate the desired billing records. Then, click Refresh.
3. For the billing records that do not require any special billing decisions, check the Bill box. Typically, Fixed and Recurring project contracts fall into this category.
4. Click Print to print a billing report or click Process to process the billing records. They disappear from the grid and appear as invoices in the Invoice Review screen.
5. When you have finished, click Close.