The Batch Invoice button is used to create a batch of invoices for multiple matters.
Select Invoices from Matters Related List
1. Choose multiple invoices (for example - from 2 matters associated to one Account) by clicking the Checkbox next to the invoices desired for the batch
2. Click "Batch Invoice" Button
Select Date Range for Invoice(s)
Select the Date ranges for the invoice(s)
Click Next
Review Page
The review page will show you a list of the Matters that you have chosen for the Batch Invoice process
If the Matters chosen are agreeable
Click "Create Invoice" button
Funds Account Option
Allows you to specify if you want to apply fund account balances automatically to the created invoices
If Yes, choose the type of the fund account to use. and Click YES button
If No, click NO button
Confirmation Message
Message stating what was created from the Batch process
Invoices Tab
You are auto-navigated to the Invoices TAB where you can see the Invoice(s) created. In order to create one Batch PDF to view multiple generated Invoices in one PDF See: Creating Batch PDF of Multiple Invoices
You can use the Batch Invoice button to quickly create an invoice for one matter without choosing the specific billings. Please note, it will automatically chose all billings that fall in the chosen date range.