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. |
