Select Projects for Batch Billing

Before you run or schedule draft or final invoices in Batch Billing, you must select the projects to include in the run. If record-level security is applied to Billing, you can select only projects available for you to bill based on your role.

To select projects for Batch Billing:

1. From the Navigation menu, click Billing > Batch Billing.
2. Click Tools > Options to open the Billing Session Options dialog box.
3. Select the session options and click OK.
4. Click the Main tab of the Batch Billing form.
5. If you use the Invoices Approval feature, select one of the following options in the Projects Selection section to determine which invoices to include in the Batch Billing run:
   • Include All Projects, Only Projects with approvals enabled
   • Only Projects with approvals not enabled
6. Click Search in the Select Specific Projects field (in the Projects Selection section) to open the Project Lookup and select projects. When you use Invoice approvals, the invoices included in the Batch Billing run are based on what you select in the Select Specific Projects field and which Include option that you select. For example, if you select Include Only Projects with Approvals enabled and you select projects from only one organization in your company in the Select Specific Projects field, then the invoices included in the batch run are for only those projects in that one organization for which invoice approvals are enabled.