Rerunning Failed Projects in Batch Billing

When you run a batch of invoices in Batch Billing, invoices are not created for projects with errors. For batches with errors, you can review the reason for the failed projects in the batch, fix the problems, and run a new batch to create invoices for the previously failed projects.

This applies for draft and final invoices in Batch Billing.

After you run a billing atch and it completes, a message displays to let you know the number of projects that were processed, how many invoices were generated, and how many invoices failed.

If invoices failed, open the Invoice Archive tab on the Billing Terms form. Batches with failed projects display a Batch Processed with X Errors hyperlink in the Batch Results field in the invoice archive grid. Click the hyperlink to open the Failed Projects dialog box and view a list of failed projects and the reason for the failures.

An example of a failed project is a project with an invalid invoice template assigned to it. To correct this, open the Format tab in Billing Terms for the project and change the invoice template to a valid template.

After you correct the problems in a batch with errors, return to the Invoice Archive tab and open the Failed Projects dialog box using the Batch Processed with X Errors hyperlink. Select the projects to rerun, and click Create Invoices to process and create the invoices in a new batch.

Invoices created from the Failed Projects dialog box use the batch billing settings from the original batch with the current billing session options.

If you rerun a batch for invoices with Draft Invoice Approvals enabled, a Billing Comments dialog box will open to add comments for the run.

The Schedule dialog box displays so you can enter information for the run, such as the date and time 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.

Invoices that you rerun from the Failed Projects dialog box are removed from the Failed Projects dialog box, and the new batch in which they were reprocessed is added to the grid on the Invoice Archive tab with Batch Processed Successfully or Batch Processed with <X> Errors (as a hyperlink) in the Batch Results column. A billing batch with errors is removed from the grid when all failed projects in the batch have been reprocessed.

Failed projects are not included in the Batch Invoice list.

Notifications for invoice approvals, if you use them, are not sent for failed projects.

For more information, see Rerun Failed Projects in Batch Billing to Create Invoices.