🧭 What is Batch Invoicing?

Batch Invoicing allows you to create multiple invoices at once. This is ideal for firms that need to process invoices for several cases simultaneously.

🧾Steps to Generate Invoices using Batch Invoicing

1. ➡️ Navigate to Batch Invoicing
   • Go to the Billing Menu and select Batch Invoicing.

1. 🔍 Set Filters
   1. Choose a Client Group or Location.
   2. Select a Cut Date:

2. 👀 Review Cases
   • The system displays all Cases with mature Time Entries (Time Entires that meet Client Billing requirements).
   • If your firm requires attorney approval before invoicing:
     • The Invoice column will show “Awaiting Attorney” until approval is complete.
   • Once all billing guidelines are met:
     • The Invoice column will display a checkbox.
3. ✅ Select Cases
   • Check the boxes for the cases you want to invoice.
   • You can select individual cases or all cases.
4. 📃Create Invoices
   • Click Create Invoices to generate invoices for the selected cases and verify your Batch

• Follow the prompts to create your Batch. When your Batch is prepared your browser will prompt you to download

🔄️ Download an Existing Batch

You can re-download an existing Batch from the Invoice Manager page. 

❓FAQ

Q: What does “Awaiting Attorney” mean in the Invoice column?
A: It means the case requires attorney approval for Time Entries before invoicing. Once approved, the checkbox will appear.

Q: Can I invoice all cases at once?
A: Yes. Use the Select All option to invoice every case that meets billing requirements.

Q: What is a “mature” Time Entry?
A: A mature Time Entry meets all Client Billing requirements and is ready to be invoiced.

Q: How does the cut date affect invoicing?
A: The cut date determines which Time Entries are included. All entries up to 11:59 PM on that date will appear in the batch.