Print invoices

You can view or print invoices individually or as a group (batch).

If the batch processing function is enabled for your agency, you can batch process groups of invoices using the Invoice batch page. From this page, you can collect all invoices for a given date range into a batch and print each invoice to mail to the responsible party.

You can group invoices together to create a batch. For example, you can create a batch for all invoices associated with a given project.

You can only include an invoice in one batch at a time. If you include the invoice in a new batch, Civic Platform automatically removes it from any previous batch.

To create a batch

  1. From the Invoices page, select the check box next to each invoice you want in the batch.

  2. Select Create batch.

    Civic Platform creates the new batch and auto assigns a batch number.

You can add invoices to an existing batch.

To add invoices to a batch

  1. From the Invoices page, select the check box next to each invoice you want to add to the batch.

    You can use Search or My Filters to find invoices to add.

  2. Select Add invoices to batch.

  3. Enter the batch number and select Submit.

You can remove invoices from a batch. For example, a batch previously included invoices for the last two weeks, but now you only want to view invoices for the last ten days.

To remove invoices from a batch

  1. From the Invoices page, select the check box next to each invoice you want to remove from the batch.

  2. Select Remove invoices from batch.

  3. Select OK.

Print invoices

You can print invoices individually or in batches as required.

To print an individual invoice

  1. Find the record you want to work with, then navigate to the Invoice page.

  2. Select the invoice you want to print.

  3. Select Reports then select Single invoice report from the drop-down list.

    Civic Platform displays the Single Invoice Report pop-up window.

  4. Enter the invoice number you want to print.

    The selected invoice number auto-populates in the Invoice field. Enter a different number if you want to print a different invoice.

  5. Select Submit.

  6. Select Print.

To print an invoice batch

  1. Find the record you want to work with, then navigate to the Invoice page.

  2. Select an invoice belonging to the batch you want to print.

  3. Select Reports, then choose Batch invoice report from the drop-down list

    If you do not select an invoice that belongs to a batch, Civic Platform displays the error message “Please enter an existing batch number” when you select the Report button.

  4. Enter the batch number you want to print in the ClientNum field.

  5. Select Submit.

  6. Select Print to print the report.

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