EIB Invoicing Process

Purpose: There are two invoicing processes that run concurrently at midnight on the 3^rd of the month for each EIB. The invoicing process pulls in all Activities marked as Ready for Invoicing and associates them with the proper allocation. Invoicing will also pull line items for Service Coordination fees

1. Direct Service Invoicing Process invoices through the Direct Service Allocations. Once complete, the Activity Status is updated to Invoiced, the Invoice Date is indicated, and the Activity Record Type is updated to EI Services-LOCKED and can no longer be edited

2. Accounting Office Invoicing Process invoices through the Trust Program (EIST) Allocations. Please reference EIST Process Guide for details related to Trust Program (EIST) invoicing process

Invoices can be seen on the CCB Account page, within the Invoices section under Related tab:

1. Selecting an Invoice number will bring you to the Invoice Details page

2. Click on the Related tab to view the Invoice Line Items section that contains individual elements for the Invoice

Users also have the option to view all invoiced activities through a report

1. Navigate to the Reports tab

2. In the left column, select All Folders and then locate and click on the folder labeled Early Intervention CCB Utilizations  

3. In the folder locate the Report labeled Invoiced - ALL Funds -All Detail

   1. The report shows activities that were invoiced for the current month and is summarized by Client Case, Client Funding, and Service Provider

   2. The report shows activities that were Invoiced for the current month

4. Users can Export either a Details Only or Formatted Report by clicking on the arrow ▼ to the right of the Edit button in the upper right corner of screen and selecting an option from the dropdown menu. Users can also select Add to Dashboard