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.

  1. Uncheck Batch All.

  1. In the Filter Criteria panel, enter the Post Date From and Post Date To for the applicable date range.

  1. 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.
  1. A popup will display: You are about to upload Invoices.

  1. Select the OK button
    • Related Articles

    • Manually Batch and Upload Statements

      Manually Batch Statements If you created a Test Statement Batch, delete it before creating your first Statement Batch to mail. Visit this link for documentation: Delete a Statement Batch. From Statements on the Left Side Menu, select Create Cycle ...
    • Manually Batch and Upload Electronic Claims

      Electronic Claims can be manually batched and uploaded. Ideally, you will want to use the Job Scheduler to create and upload your batches, but there will be instances where you will need to use the manual batch and upload method. Go to the Claims ...
    • Manually Batch and Upload Statements/Invoices (Table of Contents)

      Contents Manually Batch and Upload Statements Manually Batch and Upload Invoices for Employers
    • Statements/Invoices Overview

      Statements/Invoices Overview Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Setup for Invoice Billing System ...
    • Use the Job Scheduler to Batch Statements

      Use Job Scheduler to Batch Statements Create a job to run Statement batches From Admin on the left side bar, select Job Scheduler Select Add. Run Function: Select Batch Statements from the dropdown. Batch: Choose one of these Options: ...