Multi Invoice Screen Navigation

Why This Matters?

The Multi Invoice screen brings together multiple invoices into a single batch for processing. A batch can contain invoices for the same debtor across different dates or invoices for multiple debtors, making it particularly useful for Bureaus and Practices that process large volumes of invoices.

Grouping invoices into batches makes high-volume billing easier to manage and reduces the need to process invoices individually. This keeps billing organised and consistent while making reconciliation, reporting, and claim submission easier.

• Start on the Multi Invoice screen.

• • For navigation, see Debtors Screen Navigation.

Sections

• Batch Invoice Information
• Multi Invoice Tab
• Batch Invoice Management Tab

Batch Invoice Information

• Description: A title or reference name used to identify and track a batch of invoices.
• Type: The category or nature of the transaction.
• Subtype: The specific sub-classification of the transaction type.
  
  

Multi Invoice Tab

•  Multi Invoice Tab: Groups invoices into a single batch, simplifying high-volume billing for reconciliation, reporting, and claim submission.For details, see Added Invoice, Multi Invoice Navigation.
  
  

Batch Invoice Management Tab

• Batch Invoice Management Tab: Groups invoices into a single batch, simplifying high-volume billing for reconciliation, reporting, and claim submission. For details, see Batch Invoice Management Sub Tab Navigation.

💡Please Note: An invoice must first be added to the batch for the Multi Invoice tab to become available. For details, see How to Add an Invoice to Create a Batch on the Multi Invoice Screen.