Difference between revisions of "Schedule Planned Billing"
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the starting invoice number using the Next Invoice number field. | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the starting invoice number using the Next Invoice number field. | ||
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#AgreementType | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#AgreementType|Agreement Type]] |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#customer_number|Customer Number]] |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#AgreementNumber | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#AgreementNumber|Agreement Number]] |
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Revision as of 12:11, 11 April 2022
| |||
| Navigation | |||
| To access Batch Management, select Invoices > Batches/Search | |||
| Overview | |||
| Desc Here | |||
| • Process all agreements based on a cut-off date. | |||
| • Use the filter fields to select the agreements to process. | |||
| • Use the Reset Grid to update the grid based on different search paramters. | |||
| • Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date | |||
| • Set the invoice date using the Invoice Date field. | |||
| • Set the starting invoice number using the Next Invoice number field. | |||
| • Filter by Glossary#AgreementType|Agreement Type | |||
| • Filter by Glossary#customer_number|Customer Number | |||
| • Filter by Glossary#AgreementNumber|Agreement Number | |||
