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.
- 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.
- A popup will display: You are about to upload Invoices.
- Select the OK button.
