Bulk Finalize Invoices

You can bulk process locked invoices in preparation for remittance to client organizations. This process is completed on invoices in the 'Locked' status. For more information about invoice statuses, see Invoicing.
  1. Navigate to the Invoicing page in the MSP view.
  2. Click Ready to Finalize.
  3. From the list, select the check boxes for the invoices to finalize.
    Select the check box in the table header to select all invoices in the list.
  4. Click Finalize.
Bulk Send Finalized Documents
  1. Complete steps 1 and 2.
  2. Click Finalize & Send.
  3. A confirmation popup opens. Review the information.
  4. Select the configured document type.
  5. Click OK.
    The invoice deliver method is configured at the client country level. See Client Country Configuration.