Batch Invoicing

When generating invoices, you can now select all matters in the filter at once, without being limited to the number displayed on the screen. Invoices will be processed in the background, allowing users to focus on other tasks while the system generates invoice records.

New Unbilled Activities Page

The unbilled activities page will now select every matter in the result set when "Select all items to generate" is chosen, removing the previous limit of 100 matters displayed. This will be the default getting started.

This will default to 'Select all,' capturing all Unbilled Activities such as Time Entries of any status and Expenses across all Matters, including both Closed and Pending ones.

Generate Invoice Window

Before invoices are sent to be generated, users will see a summary of what is to be billed. Here users can alter the Invoice/Due Date fields.

Batch Generation Tab

Once invoices are sent to be generated the batch status can be viewed within the “View Batch Invoices” section (a new section has been added to the right of Batch PDFs).  
 

Here users can edit batch names and view batch history. The Status indicates if a batch is In Progress, Completed, or Cancelled. Batches exceeding 1 hour will be cancelled. Generated invoices will be available, and users can create new batches for any remaining invoices.

Email notification 

Upon completion an email notification will be sent to the user who initiated the batch. 
 

Old Unbilled Activities Page

To use the Old Unbilled Activities Page features, please start by selecting "Manually select Items"

1. Users can still manually select matters to bill by selecting “Manually select items”. 
   
   
   1. This should be selected before applying additional filters. 
   2. Clicking this will populate the list of unbilled activities for checking each matter.
2. Update filters as needed