Selecting a billing review stage in the Client Invoice List window

About billing review

For convenience, you can use the Client invoice List window to easily select a billing review stage and due date for one or more invoices.

This is helpful if you reviewed invoices in the Client Invoice Preview window but are not ready to send them to the next review stage. When ready, you can change the billing review stage for these invoices all at once, and Ajera can notify the next reviewer.

For example, after reviewing each invoice, you set its billing review stage to Pending - PM Review. After a specific date, you change the billing review stage for all such invoices to PM Review.

1. From the Manage menu, click Client Invoices.

2. Do one of the following:

• Click an invoice to select it.
• Shift+click or Ctrl+click to select more than one invoice.

3. Right-click and click Change Billing Review Stage.
4. Click and select a stage. If needed, you can click and select a due date for the stage.

5. Click Close.