Manually Batch and Upload Invoices for Employers
Invoices are most commonly used for billing Employers or Attorneys.
- From Statements on the Left Side Menu, select the Create Cycle Batch button on the Statement/Invoice Management Dashboard.
Batch: Select Invoices from the dropdown menu.
Uncheck Batch All.
In the Filter Criteria panel, enter the Post Date From and Post Date To for the applicable date range.
Select the Create Cycle Batch button.
- Select the Batch number link.
- Select the View Batch Items link.
- Review the Invoices before they are uploaded.
- After reviewing, use the Statements Batch Dashboard link to return to the Invoice Batch Dashboard.
- Select the Upload button.