Important: Submitting invoices does not process payment. It only groups invoices together for organizational and billing purposes.
How to Create a Submission
In the left sidebar, click the money icon to open the Billing module.
Click on the "Invoices" tab.
Check the boxes next to the invoices you want to submit.
Click the "Submit" button at the top of the list.
Select the third-party contact or organization.
Confirm the submission.
Note: Once submitted, the invoices are grouped under the submission and can be tracked from the "Submissions" tab in the Billing module. Individual invoices remain attached to each client record and payments can be processed individually or together after submission.