June 04 2024
Case Manager features a handy utility that allows you to generate invoices in bulk. Rather than manually creating invoices one by one on each case, you can use the Invoice Generator to create and batch a large number of invoices across multiple cases.
How does this utility work?
- It starts by collecting and summarising all the unbilled costs in your system.
- You then select which of these costs you want to invoice.
- Next, you review the invoices that would be generated and exclude any if desired.
- You then set details such as invoice date and whether you are creating draft or final invoices.
- Lastly, you generate the invoices.
More information and detailed instructions on the Invoice Generator can be found via the following link:
https://learning.casemanager.biz/Accounts/InvoiceGenerator.htm
Now that you have all of your invoices generated and prepared to send, you may be wondering what options you have to handle these invoices.
Of course, you can navigate through each case one by one and send invoices that way, but this can be cumbersome and time-consuming. Instead, there is another utility within Case Manager that allows you to handle invoices in bulk.
The Invoice Batch Utility enables you to download, print, and email invoices in bulk. You can also delete batches, or change their status from draft to finalised.
How does this utility work?
- You start by specifying a batch of invoices.
- You can then select certain invoices in this batch.
- Next, you review the invoices that remain in the batch and exclude any individual invoices if desired.
- Lastly, you specify what you want to do with these invoices.
More information and detailed instructions on the Invoice Batch Utility can be found via the following link:
https://learning.casemanager.biz/Accounts/InvoiceBatchUtility.htm