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

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.

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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.

The invoice tab enables you to view/edit all the invoice information, with any fields in bold being able to be edited on the invoice record. The billing information is stored independently of payroll information, so though you may make changes, keep in mind you are not changing payroll information. To edit the main invoice information, click in the bold field you would like to change and click the “Save” button when you are done.

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Keep in mind that if you do edit information in the detail record that results in changes of the total billing amount, you must make that the detail totals make the invoice totals. The two totals fields in the example below match as intended.

Once invoices are created you have the option of not submitting certain invoices. To do this uncheck the “Submit” box and click “Save”. Taking this action means these invoices will not appear in the EDI billing process.

The EDI Billing tab is where you can to create multiple EDI files for a billing batch. To do so, click the “Insert” button and enter the one field that is in bold and click “Save” with all other fields are optional. Keep in mind that once you click the locked field and click “Save” no other changes can be made to the file batch.

To add invoices to a file batch, right click on the button grid and choose the “Add Invoice” option. You will be prompted with the dialog box that will show all invoices that have not been assigned to a previous file batch as shown below. You have the option to double click to add a single invoice or click the “Add All” button to assign all opened invoices to the file batch.

Once all invoices have been assigned, you can right click on the batch row and select one of two options for creating the file.