Manually Batch and Upload Statements/Invoices (Table of Contents)

• 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 ...

• 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 Statement/Invoice Test Batch and ...

• 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: ...

• Statements/Invoices Management Dashboard

  The Statement Management Dashboard provides breakdowns of the batch counts, dollar values associated with the batches, and the status of the batches. Before Statements/Invoices can be sent, Profiles must be set up. Learn More: Statements/Invoice ...

• 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 ...