Creating an Invoice

To create an invoice:

1. Navigate to the Billing Review screen. Main Menu > Billing 2. Select all applicable filters. Select the Show Only Items OK to Bill check box. 3. Click Refresh. 4. Click Update. 5. Click the Create Invoices button.
6. Edit the Create Invoices fields as needed. Click the Validate Transfers button when it displays to verify the correct service rates for the payer. If there are no issues, the following message displays.
7. Click the Create Invoices button.
8. Click OK to apply any pre-payments, remaining balances, or existing credits. or click Cancel to begin creating the invoice.