Difference between revisions of "Return to an Invoice Batch"
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5. Click New Batch at the bottom of the screen so that the invoice date and other fields in the original batch will be retained. This allows you to create these new invoices with a new invoice date and any other new selections desired for payment terms, message etc. | 5. Click New Batch at the bottom of the screen so that the invoice date and other fields in the original batch will be retained. This allows you to create these new invoices with a new invoice date and any other new selections desired for payment terms, message etc. | ||
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:{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; " | :{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; " | ||
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− | |Note: The default name for these additional batches will be appended with Batch 2, Batch 3, etc. For example: Membership Dues for November 2015 Batch 2 | + | |Note: The default name for these additional batches will be appended with Batch 2, Batch 3, etc. For example: Membership Dues for November 2015 Batch 2. |
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Revision as of 22:32, 2 February 2016
Invoices may be placed in a new batch instead of added to the original batch by using the New Batch button at the bottom of the event, monthly renewals, monthly epayment, and group invoice lists. This accommodates unique invoice selections (e.g. invoice date) to be placed on the added invoices.
2. Click the Invoices tab. 3. From the Batch Type drop down menu, select Monthly Renewals.* 4. From the Billing Month drop down menu, select the month of the original batch
5. Click New Batch at the bottom of the screen so that the invoice date and other fields in the original batch will be retained. This allows you to create these new invoices with a new invoice date and any other new selections desired for payment terms, message etc.
6. On the next screen it will indicate that this is a New Batch. Make the desired invoice selections, place a check mark next to the invoices to be included in this batch, and click Save (or Deliver Invoices if you'd like to print and/or email right away).
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