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Resubmit Invoices for Approval in Batch Billing

If you use an approval process for invoices, you can resubmit draft invoices for approval in Batch Billing without having to unsubmit them first. You can resubmit draft invoices with a Rejected or Submitted status.

The previous comments and markups from the rejected and submitted invoices are retained on the resubmitted draft invoices.
Prerequisites:

To resubmit Rejected or Submitted invoices for approval in Batch Billing:

  1. In the Navigation pane, select Billing > Batch Billing.
  2. On the Billing Session Options dialog box, select the options to apply for the draft invoices you are resubmitting and click OK.
  3. On the Invoice Creation tab of the Batch Billing form, enter information for resubmitting the draft invoices, including the following:
    • In the Run Type section, select Draft, Submit and Resubmit (for Invoice Approvals).
    • To specify that only Submitted or only Rejected invoices be resubmitted: On the project search dialog box available from the Project Selection field, add the Invoices » Invoice Status field as search criteria and select Submitted or Rejected as the value.
    • Enter other settings and complete other fields on the tab as appropriate.
  4. On the Actions bar, click Create Invoices.
  5. On the Billing Comments dialog box, enter a comment to apply to all resubmitted draft invoices in the batch and click OK.
    Example: "Please review and approve the invoices by Friday, March 6th."
  6. On the Schedule dialog box, specify information for processing the invoices, such as when to start processing the run and whether or not to have an email or notification sent to you when the run is finished processing.
  7. Click Schedule on the dialog box.

The draft invoices are resubmitted.

You see the resubmitted invoices on the Draft Preview tab of the Interactive Billing form (Billing > Interactive Billing) and the Draft Invoice Approvals form (Hubs > Projects > Draft Invoice Approvals). If you have Use Markup on Draft Invoices set to Yes on the Options form in Settings > Billing > Options: Approvers can see the markups from the previously rejected or submitted draft invoices by clicking on these forms to see the previous comments and markups on a resubmitted invoice.