Combined Case Billing enables users to generate an invoice for charges across multiple cases that have the same billing client.
To create a Combined Invoice:
- Go to the Finance tab
- Click ‘Combined Invoices’
This screen lists all clients that have unbilled charges on their cases. Monthly billing clients are not included in this list.
The following information is displayed:
Column | Description |
Who Pays the Bill | The name of the Billing Location that has unbilled charges. |
Organisation | The name of the Organisation the Location is linked to. |
Outstanding Charges | The number of unbilled charges across all cases for the billing Location. |
Previews | A link to an existing preview that has been generated. |
3. Click on the name of a ‘Who Pays the Bill’ Location that you want to generate a Combined invoice for.
This opens the Equinox Billing Wizard.
There are 3 steps to generate the invoice:
- Step 1 – Currency and Discounts
- Step 2 – Invoice Adjustments
- Step 3 – Produce Invoice
For more information on generating an invoice using the Billing Wizard please see ‘Generating an Invoice’.
Note: If charges have been added to a case that has been created without a billing client, a warning will be listed at the top of the screen. ‘X Cases have no Who Pays – Click here to fix’. This displays a list of the case codes that have no billing contact. Click on the case code to go to the Details screen and set a contact in the ‘Who Pays’ field.
There is a shortcut to create a Combined Invoice for a client in the Left Hand Menu of the Charges tab. Please see ‘Charge Left Hand Menu’ for more information.