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Generate a Single Report that Includes all Invoices in Draft Runs

You can generate a single report that includes all of your projects's invoices when you create draft invoices. This is helpful if you want to send invoice information to reviewers, such as project managers, in a single email message.

To generate a single report that includes invoices for all of your projects:

  1. In the Navigation pane, select Billing > Batch Billing.
  2. On the Billing Session Options dialog box, select options, such as the period start and end date to print on invoices, and click OK.
  3. On the Invoice Creation tab of the Batch Billing form, select Draft in the Run Type section.
  4. In the Run Description field, enter a description of the run.
  5. In the Invoice Template field, select a template other than Billing Terms.
  6. If you want to send the invoice report via email automatically when you generate batch bills, select the Email Invoices Setup option.
  7. Continue with the steps for generating draft bills, such as updating fees.
    If you include the Unbilled Detail report with each invoice, the Unbilled Detail report prints as part of the single report, after the invoices. If you print the Batch Invoice list, this report prints as a separate report.
  8. On the Actions bar of the Batch Billing form, click Create Invoices.
  9. If you selected the Unbilled Detail Report option in the Include with Invoice section of the Invoice Creation tab to include this report with each invoice, then on the Unbilled Detail and Aging dialog box that displays, select the columns and options for the report for the Batch Billing run, and click Apply Options.
  10. On the Schedule dialog box, enter information for processing the Batch Billing run, such as when to start processing the run, the process server queue to send the run to, and whether or not to have an email or notification sent to you when the run is finished processing. You can also choose to make this a recurring activity.
    For more information about scheduling invoices to process, see Scheduling Process Server Jobs.
  11. Click Schedule on the dialog box.
After you generate a single report that includes the invoices for all of the projects in the Batch Billing run, the report is available on the Invoice Archive tab in Batch Billing. You can print, preview, or send an email of this report from this tab.