Billing Actions Menu Overview

Overview

Updated 06/24/2021

 

The Billing Actions menu provides the following actions:

Action	Description
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.