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. |
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