Generate an invoice
After an invoicing period has finished, you can follow the generation process to calculate the invoices for that invoice run.
Click Finance.
Point to Invoice, then click Management.
On the Invoice Run list, select your run.
Under Generation Status, click Generate?
Accept an invoice
After you've generated and checked your invoices, you can accept it by clicking Accept? to the right of the invoices.
If generation fails or takes longer than expected
Generation issues usually fall into one of two categories: a failed status, or a run that takes much longer than normal to complete.
Generation status shows Failed
If your invoice run shows a status of Failed after generation, the most common cause is a previous invoice period that has not been accepted. All earlier periods must show a status of Accept? or be fully accepted before a new period can generate.
Check the periods listed under your run and accept any that are pending, then click Generate? again.
If generation continues to fail after accepting all prior periods, raise a support case so the team can investigate further.
📌 Note: You can also find more steps for resolving a failed generation in our Invoice or payroll generation failed article.
Generation is taking a long time
Invoice generation time can vary depending on the volume of visits and the complexity of your invoice run configuration. If generation is taking significantly longer than you would normally expect, raise a support case so the team can review your configuration and system performance.