Batches Management

Navigation
Select Invoices > Batches/Search
Overview
The Invoice Result Grid display the invoices that are assigned to the batch.
• Comments can be added to batches.
• The Options drop-list provides access to other form features.
• Use the New Batch button to create a new batch
• Use the Results button to return to the batch list.
• Use the Add button to add a new batch.
• 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
The Invoice search feature provide the ability to search for existing invoices that have been posted.
• Use the invoice number to search for a specific invoice.
• Search for all posted invoices by Job Number.
• Search for all posted invoices by Customer Name.
Overview - Unpost Invoices
Posted invoices can be unposted. Invoices have to be unposted one at a time.  A full batch cannot be unposted.