Billing Actions Menu Overview


Updated 06/24/2021
The Billing Actions menu provides the following actions:




Active Batch Performs a search for batches open with the current date.
Discard Batch Discards the currently selected branch.
Email Invoice Emails the Invoices from a selected batch out to recipients.
My Batches After selecting a batch you can view all batches where the current user is the creating user.
Post Batch Makes the currently selected batch available for further processing.
Print Invoice Uses the default method of printing to create a printed invoice.
Process Invoice Calculates all available withstanding amounts on transactions and makes them available for printing or posting.
Select Transaction Select a transaction from the currently open batch.
View Invoice View the invoice as it will look in an email or printout.


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