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About Invoice Packages

If you have a large number of invoices that have not yet been released for payment, you may find it more convenient to select and release them for payment in a batch rather than individually. Proliance enables you to create a batch of invoices, known as an Invoice Package. All of the invoices within an invoice package must be either revenue or expense invoices.

• Open the Invoice Packages register for the appropriate type of invoice package (Expense or Revenue).

You can add an invoice to an invoice package if it does not already belong to an invoice package. A convenient way to select invoices for an invoice package is to filter the list of unreleased invoices by cost period or creation date. Information in an Invoice Package document is organized over the following pages:

• Main: Shows detailed information about the invoice package, including the total amount payable for all of the invoices in the package. For more information, see "Invoice Package – Main".
• Invoices: Lists the invoices in the invoice package. From this page you can add and remove invoices to the invoice package. For more information, see "Invoice Package – Invoices".
• Properties: Contains information about the invoice package document itself, such as who created the document, and the workspace in which the document was created. For more information, see "Document Properties".

Additional invoice package information is also available on the following tabs:

• Project: Lists the projects the document is linked to. For more information, see "About the Projects Tab"

• Workflow: Enables you to see where the document is in its lifecycle, who has already performed actions on the document, and who will receive notification when the document changes to a specific state. For more information, see "Workflow Tab".
• Activity Log: Displays all the activities of the document in the order in which they occurred. For more information, see "Activity Log Tab".
• Attachments: Contains a list of all the documents related to this invoice package. For more information, see "Attachments Tab".