This tab is where invoices are created, and is broken down into Pending, Invoices, and EDI billing.

Pending Tab & Creating Invoices

Prior to creating the 837 file, invoices will first need to create invoices. If you want to view all items that are pending for billing which include payroll batches, click the “Show Pending” button.

Once ready, you have the option of creating invoices for a specified date range, or creating all.

To create invoices using a date range, you must do the following;

1. Select an start date

2. Select an end date

3. Select a payor

4. Click the “Create Range” button

To create all invoices, click the “Create All” button which will create invoices for all items that are pending.
Invoices are created by consumer, month, and year, i.e. if a consumer has invoices spanning two months, then the invoice will create an invoice for each month.