Batch billing automates the billing and approval processes, and batch printing automates invoicing. Batch printing lets you automate the printing of invoices generated from batch billing runs to a printer or file.
With batch billing, you can facilitate the processing of large numbers of WIP transactions. In a single automated step, batch billing can generate a list of customers or projects based on filter criteria, generate billing decisions, approve bills, and print invoices.
You can batch bill projects in billing hierarchies for the standard, contract, and retainer billing types.
For projects that are standard billing type, the proposed bill is checked against the contract amount if the contract amount is enforced. This check considers previously approved bills and the current proposed bill. If the current proposed bill amount exceeds the contract amount, the invoice is not generated. Otherwise, the bill is generated.
If the net amount of the billing is a negative value, you can choose not to bill. This option is useful when billing a single project or billing several projects from a single invoice. If you allow billing of negative invoices, negative invoices are allowed in the batch billing process.
If you consolidate billings into one invoice, you can form a billing hierarchy using multi-level billing.
You cannot adjust bills with batch billing.
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