Creating Invoices from Billable Charges

Overview

This article contains information on how to generate invoices from your list of Billable Charges.

 

Note: These instructions refer to the default terms related to Billable Charges and may vary from how your system was configured.

Before You Begin

Action Entitlements

You must have the appropriate action entitlements in order to create or edit Billable Charges. Please contact Bullhorn Support to review and adjust your action entitlements.

Things to Know

Invoice rules are applied to invoices based on the Invoice Terms including:

  • How transactions are split.
  • The number of invoices to generate based on the split.
  • How to group and summarize the transactions on an invoice.

Steps

  1. Navigate to the Billable Charges list.
  2. Select one or more billable charges to be invoiced by checking the box in the corresponding rows.
    • Only "Ready to Bill" charges may be selected.
  3. Choose # Selected / Actions > Create Invoice.

The Billable Charge status changes to Processing when initially creating an invoice. During this time, the transactions are part of a queue but not yet on an invoice. Once the Billable Charge is in the Invoicing status, you can view the resulting Invoice Statement.