Generate a Monthly Invoice (Batch Billing)

SASCO users should be using their current finance system to generate the invoices. This function will only be used in future, once CARES is integrated with their new Finance system.

But we have included this step in, so that users can generate the invoice for IHDC services - so that the records can be captured in the IHDC Grant Claim form.

On CARES, invoices can be drafted and issued by batch.

1. Select Fee Management > Draft Invoicing

2. Search by the Service Period (By Month) and Month Of accordingly. Consumed Services recorded in the specified Month Of will appear in a listing below.
   

3. Fill in Draft Invoicing Settings: 

• Billing Type: Choose Final or Provisional

• Select Invoice Date
  
  

Under the listings of consumed services, ensure that the details are satisfactory

4. Tick the specific services for draft invoices to be selected for generation, or tick the checkbox at the topmost row to select all.

5. Select Generate Draft Invoice
   

6. Invoices drafted will appear in the Invoicing & Invoice Listing module as a Draft status.
   
   
   

7. Users should ‘Export to Excel’ the list of draft invoices to check through.

Users may select to View, Edit or Delete the Draft invoice as necessary.

8. Once the draft invoice listing has been checked, to issue draft invoices by batch, select the Invoice Issuance module at the left navigation menu

9. A list of all invoices ready to be issued in this month will be displayed. 
   
   Use the search filters for Service Name and Month Of to display a list of all the draft invoices generated by month. By default, the Month Of search filter will list invoices of this month.

10. Check that all fields in the listing are satisfactory. 

11. Tick the specific invoices to select them for issuing, or tick the checkbox at the topmost row to select all.

12. Select Issue
    

13. Invoices issued will appear in the Invoicing & Invoice Listing module as a Issued status.