Return to an Invoice Batch
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
Note: If all invoice fields on the original batch should be updated to the new selections, then put a checkmark by their name and click Save Batch and click OK to continue and update the batch. Warning! All previous invoices from the original batch will be updated to the current settings. 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). 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 |