Difference between revisions of "Batches Management"

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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Remove in the Results Grid to remove the invoice.
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Remove in the Results Grid to remove the invoice.
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| colspan="4" | [[File:BatchMgnt_UpostInvoice_202411050554.jpg|BatchMgnt_UpostInvoice_202411050554.jpg]]
 
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| class="navigationTitles" colspan="4" | Overview - Unpost Invoices
 
| class="navigationTitles" colspan="4" | Overview - Unpost Invoices

Revision as of 07:57, 5 November 2024

BatchMgnt_202411050545.jpg
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
Search for existing invoices.
       
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.
BatchMgnt_UpostInvoice_202411050554.jpg
Posted invoices can be unposted. Invoices have to be unposted one at a time.  A full batch cannot be unposted.