Manually Batch and Upload Invoices for Employers

Manually Batch and Upload Invoices for Employers

Manually Batch and Upload Invoices for Employers

Invoices are most commonly used for billing Employers or Attorneys.

  • Invoices can be manually batched or an Invoice on Demand can be created.
  • A batch of Invoices or a single Invoice can be manually uploaded to the Clearinghouse.
  • The Job Scheduler can be used to batch and upload the Invoices.
  • However, it is recommended to uncheck the upload button so that the Invoices Exceptions can be reviewed and corrected before uploading.


  1. From Statements on the Left Side Menu, select the Create Cycle Batch button on the Statement/Invoice Management Dashboard.

  1. Batch: Select Invoices from the dropdown menu.
  2. Uncheck Batch All.
  3. In the Filter Criteria panel, enter the Post Date From and Post Date To for the applicable date range.
  4. Select the Create Cycle Batch button.

  1. Select the Batch number link.

  1. Select the View Batch Items link.

  1. Review the Invoices before they are uploaded.


  1. After reviewing, use the Statements Batch Dashboard link to return to the Invoice Batch Dashboard.

  1. Select the Upload button.
  2. A popup will display: You are about to upload Invoices.
  • Select the OK button.


Learn More




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