Generating Invoices

The video provides a tutorial on creating an invoice batch in Astalty. Before starting, users are reminded to upload their logo, update registration number and ABN, and ensure bank account details are correct. They can customise payment terms and invoice email messages. In the finance section, users can create a batch for specific date ranges, with an option to include charges outside the range. Charges with errors are listed first, allowing users to exclude them for later correction. Once all charges are valid, the batch can be finalised, and PDFs are sent to plan managers and participants. Registered providers can generate bulk upload files for NDIA managed participants and review invoices after finalising the batch.