Batch Billing

Generate Invoices:

1. All available tickets will be displayed. If necessary, apply additional search criteria. Then select one or multiple tickets you would like to be added to the batch.
2. Click 'Selected' to Add To Pending Batch at the top of the screen.
3. All tickets that were selected will move to the top under Pending Invoice Batch. Press 'Generate Invoices' when you are ready.

NOTE:

Pending invoices will be added to Batch Billing after a shipment is created and saved.

Not all shipments will have a pending invoice. This is determined by job pricing.

Go to the Job Pricing Knowledge Base article for more details.

Then you will see a different screen that shows the Batch Summary and all details.

• By clicking on 'Batch Billing', you will be taken to the Batch Summary report.
• By clicking on 'Export', you can either 'Export Summaries' or 'Export to Accounting'.

Users can then find all of these details that are on this screen on the Invoice Search page as well.

Go to the Invoices Knowledge Base article for the next steps of this process.