Processing Invoice Run

Click into the ‘Invoice Processing Date’ field and update the date to a date later than the date shown. This date should be the week ending date for shifts to be included in the invoice run, and is usually the same week ending date as that used in the corresponding pay run.

 This will display the Invoice Processing Summary Screen.

 If an invoice run has not been previously completed, the Invoice Processing Summary Screen will be displayed, as shown below.

The red ball indicates the current step of the invoice run. It will initially be sitting on the first step of the invoice run, the Submit Dockets step. Enter the week ending date into the ‘Invoice Processing Date’ field2.

The invoice run may be run for all confirmed shifts. If this is required, then the filter fields should be left as is. However, if the invoice run needs to be run for a smaller subset of shifts, the filters may be used to narrow the set. The filters may be used to narrow the set by ‘Service Office’ and/or ‘Service Location’.

 Then click on ‘Submit Dockets’ to complete the first step of the invoice run.