Information

How To

For instructions on creating and using batch numbers when creating invoices in bulk, please see the steps below:

Creating a Batch Number

When you create invoices in bulk, the invoices you select will be included in a batch:

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Using Batch Numbers

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When using global accounting functions, you're able to filter relevant data based on a batch number, batch type, staff and a date range.

The accounting functions which can be filter by batch numbering are:

Change Invoice Status
Invoice Mailing
Retainer

To only list invoices that were included in a specific batch to change the invoice status, perform an invoice mailing, or apply credits to invoices:

Click on to Select a batch no.

The Select Batch window opens.
Enter a Batch no. if you know it; or
Select a Type i.e. <All>, Create Invoices, Overdue Invoices, Invoice Mailing, Apply Credits to Invoices or Change Invoice Status; or
Select a Staff member.
Specify the date range i.e. All Dates or enter a Date Range.
Click on Search.

A list of batch numbers will be displayed based on the filter above.

Batch Numbers Overview

Click to edit heading

Creating a Batch Number

Using Batch Numbers