Difference between revisions of "Batches Management"

Revision as of 07:51, 5 November 2024


Navigation
Select Invoices > Batches/Search
Overview
• 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.


Overview
Search for existing invoices.

Overview
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.
Overview - Unpost Invoices
Posted invoices can be unposted. Invoices have to be unposted one at a time. A full batch cannot be unposted.

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