Decide how to group invoice lines (by contract, ticket, or time entry).Check One invoice per customer if you would like a consolidated invoice.Click Delete alongside an invoice to remove it from the batch.Then give your invoice batch a name and click Run. Note: All currently-due items are auto-selected based on the contract this includes any overdue and currently-due items that are ready to be billed.ĥ. Click the expand icon next to a contract to view details.Ĥ. Batch Details will update automatically.ģ. Select contracts for inclusion by clicking the white boxes. Note: The first time you use the billing module, it may take a few moments to build your initial contract list.Ģ. Contract Type (for a full list of contract types, click here)ġ.You can filter the list of contracts based on: The blue lines expand the details of the contract and allow you to include or exclude specific items from the billing batch. Total: The total amount of the current billing batch (billable amount + tax).Ī checkmarked white box indicates that the contract can be selected for inclusion in the billing batch.Ī black box indicates that some of the contract's components/usage cannot currently be selected for inclusion as it is still in an open contract period (it is not 'ready for billing').Ī lock indicates that the contract cannot currently be selected for inclusion as it is still in an open contract period i.e. If the 'Taxable' checkbox is enabled at the contract level, the tax will be automatically added to the billed amount for THAT CONTRACT ONLY. The total tax amount on all selected contracts in the billing batch. The total amount to be billed in this batch. The total number of Ticket Hours worked in this billing batch.īillable Amount: Auto-updates. The number of customer tickets in the current batch that are yet to be billed. Selected Balance: The balance that you will bill the customer for in this batch.īills To Create: Auto-updates based on selected contracts. Total Balance: The total amount currently due from the customer contract. The Create Invoice Batch Page Explained ColumnsĬontract Name: The name of the contract specific to the customer.Ĭontract Type: The type of contract (this will affect billing behavior). If the currency is not displayed correctly according to your region, please contact our support teamįor help creating flexible (ad hoc) invoices, see Create a Flexible Invoice The address can be added/updated from Admin > Settings.
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