Invoice Batches: Editing and Finalizing Batches

Finalizing All Invoices In Batch

When going through Invoicing you have the ability to create your monthly batches in one clean sweep. This process gives a much easier way of connecting all invoices in a particular time period and having them organized in one place makes your invoice management less congested.

If you’ve gone through the process of editing and making the changes to your batch but forgot to finalize your invoices, then you can use the Finalize all feature to resolve this. Once you are on the batch page you will be able to choose all or multiple invoices to Finalize or unfinalize at once.

In the Invoice Batch screen, you should see a box to the left of the top row. If you click on that box, it will select all the invoices you have in the batch. Once all the invoices have been selected, click the blue Finalize button on the upper right and all the invoices in the batch will be Finalized.

Edit finalized invoice/invoice batch

When an invoice is finalized you can not make any further changes or edits to the entries within. If you need to make changes to those entries you can unfinalize the invoice to put it back in pre-bill status. Follow the steps below:

1. Click Invoicing from your blue menu bar
2. Click the desired invoice (if it's in a batch, click into the batch first, then click into the invoice)
3. Click the Unfinalize button