Step 1 - Create Invoices

Overview

The “Step 1 – Create Invoices” tab will display billable items that exist on an order (bill hours and a bill rate, service, misc. billing). Step One displays items that are set to bill the customer but have not yet been grouped into an invoice according to the customers invoice type logic set on their profile.

Detail

The “Step 1 – Create Invoices” tab displays information in columns that will allow you to review and sort as needed and once ready, create an invoice. Once the invoice is created, the items are grouped and moved to Step 2 – Print Invoices.

Steps:

-Choose the office to create invoices

-Set the cutoff date

The Invoice Cut Off Date keys off the work date and will pull anything that have bill hours and a bill rate that hasn't been invoiced up to the cut off date selected

-Click the search button

-Verify the entries ready to be grouped to an invoice by clicking on the check mark and making it green

By right clicking on the grid you can bulk verify instead of individually verifying each entry

-Click create all invoices button, or right click for additional options

Only those that have been verified will be involved in the invoice creation process.