Bulk invoicing

1. In the toolbar, click the Billing dropdown and choose Bulk Invoicing.

2. Fill in the fields below if applicable:
   

   Label	Field	Description
   A	Company	(AE only) - Select the required Company if applicable. (AO) - No selection required; the company field automatically prefills.
   B	Partner	Select the required Partner from the drop-down. If a partner is selected, then only clients assigned to that partner will be selected for invoicing
   C	Manager	Select the required Manager from the drop-down. If a manager is selected, then only clients assigned to that manager will be selected for invoicing.
   D	Department	Select the appropriate Department from the drop-down. If a department is selected, then only clients assigned to that department will be selected for invoicing.
   E	Office	Select the required Office from the drop-down. If an office is selected, then only clients assigned to that office will be selected for invoicing.
   F	Assignment Template/ Job Type	(AE) - Select the required Assignment Template from the drop-down. If an assignment template is selected, then only WIP entered against that assignment template will be included in the invoices. (AO) - Select the required Job Type from the drop-down. If a job type is selected, then only WIP entered against that job type will be included in the invoices.
   G	Extra Field	You can further filter clients that will be selected for bulk invoicing by using the Extra Field table. Select first cell of the table. Select the appropriate Extra Field Name from the drop-down. In the corresponding Extra Field Value field, select the required value. If the extra field is a data entry field, then enter a value. If the extra field is a date, select the appropriate date from the drop-down calendar. If the extra field is a flag, select the appropriate Yes/No response from the drop-down. If the extra field is a list, select the appropriate value from the drop-down. Only clients whose Extra Field Value matches the entered selection are included in the invoicing list.

3. Click Next.

You can select which WIP is to be invoiced based on:

• date

• WIP amounts

• the employee who entered the WIP

• task code

1. Fill in the relevant fields below:
   
   
   

   Label	Field	Description
   A	Include WIP entered up to the date	The default date is the Today’s date. Select the date from the drop-down calendar to enter a prior date. WIP entered after the selected date will not be included in the invoices.
   B	Select clients with WIP amount - more than	Type a $ amount if applicable. Clients with outstanding WIP more than the amount entered will be selected for invoicing.
   C	Select clients with WIP amount - less than	Type a $ amount if applicable. Clients with outstanding WIP less than the amount entered will be selected for invoicing.
   D	Select WIP entered by employee	Select an employee from the drop-down if applicable. The drop-down lists all the current employees. If an employee is selected, then only WIP entered by the employee is included in the invoices.
   E	Select WIP entered for task code	Select a task code from the drop-down if applicable. If this option is used, then only WIP for the selected task code is included on the invoices.
   F	To task code	Click the checkbox to select a task code from the adjacent drop-down to select an end task code range where you have selected a task in field E.

2. Click Next.

1. Fill in the fields below:
   

   Label	Field	Description
   A	Billing Company	(AE) If you only have one Billing Company, the company is chosen by default. If you have multiple billing companies, click the drop down and select the relevant Billing Company. (AO) Your Billing Company is automatically selected.
   B	Invoice Style	Select the Invoice Style from the drop-down.
   C	Tax Type	Select the Tax Type from the drop down if applicable.
   D	Invoice Date	Select the Invoice Date from the drop-down. The default date is today’s date.
   E	Add	Click Add to add your paragraph text. The Master Paragraphs window opens. Click to expand the available folders and locate the required paragraphs. Alternatively, click the Table view checkbox to view the list of Paragraph Names and Paragraph Text. You can use the Search field to locate your text. Select the required Paragraph by clicking the paragraph. To highlight multiple paragraphs, hold the Ctrl key and click the required paragraphs. Click Insert. The selected paragraphs will be displayed in the table.
   F	Edit paragraph text	You can edit any paragraph text you have added by clicking the paragraph number and then making your changes in this section.
   G	Delete	You can delete a paragraph by highlighting the paragraph and clicking Delete.
   H	Move Up / Move Down	You can reposition the order of your paragraphs by highlighting a paragraph and clicking Move up or Move down.

   
   
   

2. Click Next.
   
   

This windows displays all the clients to be invoiced that have a Billing/Parent client linked to them.

1. Review the listed Billing/Parent Clients.

2. Deselect any checkbox in the Use Billing Client? column of the clients that will be invoiced to themselves rather than to their Billing/Parent Client.
   

3. Click Next.
   
   

1. Review the listed clients and deselect the checkbox for any client you don't want to invoice at this stage.

   All clients listed are selected by default.

   

   Your data isn't saved until you have entered all the information and clicked Finish.

   Click Cancel to close the wizard if you don't wish to proceed.

   Click Back to go back to a previous step and change your input.

2. Click Finish.

3. The Invoices created window opens which lists the number of draft invoices that have been created.

   

   
   

4. Click OK. The Draft Bills page opens so that you can manage these bills. You can submit (AE), approve (AE) and post in bulk via this page.