Statements/Invoices Management Dashboard (Table of Contents)

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• 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 ...

• 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 ...

• Manually Batch and Upload Statements

  If you created a Test Statement and/or Invoice Batch, delete it before creating your first Statement or Invoice Batch to mail. Visit this link for documentation: Delete a Statement/Invoice Batch. From Statements on the Left Side Menu, select Create ...

• 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 ...

• Use the 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: Batches both Statements and ...