Difference between revisions of "Batches Management"

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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the New Batch button to create a new batch
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;The Options drop-list provides access to other form features.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Create/Modify Batches
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Comments can be added to batches.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Search for existing Invoices
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Marking the Private checkbox will make the batch private.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Unpost Invoices
 
 
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Revision as of 13:21, 7 April 2022

BatchMgnt ccexpress.png
Select Invoices > Batches/Search 
• Use the New Batch button to create a new batch
• The Options drop-list provides access to other form features.
• Comments can be added to batches.
• Marking the Private checkbox will make the batch private.
       
BatchesSearchInv ccexpress.png
Desc Here
       
       
BatchesInvoiceGrid ccexpress.png
The Invoice Result Grid display the invoices that are assigned to the batch.
• Use the Batch List button to return to the batch list.
• Use the Add Invoice button to add a new invoice to the batch.
• Select View in the Results Grid to view or edit the invoice.
• Select Remove in the Results Grid to remove the invoice.
Desc Here