eBilling Invoicing - How to Search, View, and Filter Invoices

Sep 24, 2026

Vendor invoicing training content for an eBilling workflow, focused on how to locate, review, and manage invoices in the system. It explains step-by-step invoice search, including using the Invoices tab and optionally Invoice History, then interpreting search results. It also covers viewing invoices in VIEW ONLY mode versus switching to EDIT/UPDATE mode via the EDIT button. Additional guidance covers filtering invoice lines by FILTER ALL or FILTER UNPROCESSED and clarifies differences among calendar types and how the Monthly Check Box Calendar selects or deselects days, including saving updates.

LanguageEnglish

CategoryInvoices

FormatPDF

Pages44

Reading Time15 min

AccessFree to download

How to Search for an Invoice

How to View an Invoice

VIEW ONLY mode

EDIT/UPDATE mode

How to Filter Invoice Lines

Calendar Type Differences

Monthly Check Box Calendar

1 eBilling Training For the Vendor Invoicing 2 Invoices How to Search for an Invoice 1. Select or enter the appropriate service provider number on the home screen. 2. Select the Invoices tab. TIP: If you would like to search for an invoice that has been submitted select the Invoice History subtab. 3. Enter the search criteria. If you would like to pull up all available invoices then leave the search criteria blank. 4. Click the SEARCH button. 5. The search summary results will appear on the bottom half of the screen. 3 Invoices How to View an Invoice 1. After you’ve searched for the invoice you would like to view, 2. Click the invoice. 3. You will now be able to view the invoice detail lines in VIEW ONLY mode. 4. To view an invoice in EDIT/UPDATE mode you will need to click the EDIT button on the right side of the invoice line. Click anywhere on the invoice line to view in VIEW ONLY MODE. 4 6 Invoices How to Filter Invoice Lines 1. Select the invoice you would like to view or update/edit. 2. Choose FILTER ALL or FILTER UNPROCESSED from the drop down in the top middle of the screen. 3. FILTER ALL will allow you to see all the invoice lines. 4. FILTER UNPROCESSED will allow you to only see the unprocessed invoice lines. Select FILTER ALL or FILTER UNPROCESSED from the dropdown. 7 8 Invoices Calendar Type Differences There are now four calendar types. If you think your calendar type is incorrect, please contact your Ebilling contact. | Type of Calendar | Service Type | | --- | --- | | Check Box | Monthly (B & C homes) | | Units Calendar | Non-Monthly or Daily | | Units with In and Out Times and Worker Name | Hourly, Session, or Visit | | Purchase Reimbursement | Per Item or Variable | 9 Invoices Monthly Check Box Calendar The check box calendar type has boxes that are selected with a cursor and are filled with a check mark. 1. Place your cursor in the check box. 2. Click on the check box. 3. A check mark will appear selecting the appropriate day. 4. To populate all days of the month click SELECT ALL button. 5. To unselect all days of the month, click the DE-SELECT ALL button. 6. Click the UPDATE or UPDATE NEXT button to save your changes. 10 Invoices Monthly Check Box Calendar

FAQs

How do I search for an invoice in eBilling?

Select or enter the appropriate service provider number, choose the Invoices tab (or Invoice History for submitted invoices), enter search criteria, and click SEARCH. Leave criteria blank to retrieve all available invoices.

What are the options for viewing an invoice and changing it?

After searching, click the invoice to view details in VIEW ONLY mode. To view in EDIT/UPDATE mode, click the EDIT button on the right side of the invoice line.

How can I filter invoice lines?

Select the invoice you want to view or update, then choose FILTER ALL or FILTER UNPROCESSED from the dropdown at the top middle of the screen. FILTER ALL shows all lines, while FILTER UNPROCESSED shows only unprocessed lines.

Sep 24, 2026

Upload by Theodore