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Planview Customer Success Center

How to modify the items selected for batch invoice generation?

To modify the customers, engagements, and/or projects that are selected when generating batch invoices:

  1. Rerun the "Batch Invoicing Processes" report before the end of the day when the nightly scheduled jobs are run to generate the invoices. The customer, engagement, and project tree views display the items that have already been selected in red.
  2. You can remove the items that you previously selected but not the items that were previously selected by other resources, which appear as read-only. Only the resource who selected the items can remove them.
  3. If you need to identify the resources who previously selected the items, please submit a support request so the customer care team can help you with this.

Note: The label "Already printed documents display in red" should read "The items in red have already been selected for the batch invoicing process". The label will be corrected in a future general patch. The label (PCID 97615) can be edited manually in Changepoint Administration (Interface > Strings and PCIDs).