Steps to Create Bulk Invoices:
Step 1:
From the left-hand side menu, click on Invoices.
Step 2:
Click on Create Invoices and select NDIS & Care Coordination.
Step 3:
If required, apply a Date Range filter to view invoices for a specific period.
Step 4:
Select the checkboxes next to the invoices you want to create in bulk. You can select multiple invoices at once or choose individual invoices as required.
Step 5:
Once you have selected the required invoices, click on + Create Bulk Invoice from the top-right corner.
Step 6:
The selected invoices will be created in bulk and moved to the Generate Invoices section.
Steps to Generate Bulk Invoices:
Step 1:
From the left-hand side menu, click on Invoices.
Step 2:
Click on Generate Invoices and select NDIS & Care Coordination.
Step 3:
Locate the invoices with the Ready to Generate status.
Step 4:
Select the checkboxes next to the invoices you want to generate. Ensure that you select only invoices with the Ready to Generate status.
Step 5:
Click on More Actions and select Generate Multiple Invoices to generate the selected invoices in bulk.
Notes:
- Only invoices with the Ready to Generate status can be selected for bulk invoice generation.
- In the Create Invoices > NDIS & Care Coordination section, only shifts with a Price Book and Line Item(s) assigned during shift creation will be available for invoice creation.