Fields and Options
Use the forms and dialog boxes to configure the batch billing of invoices and, optionally, save settings for use in future billing sessions.
- Related Topics:
- Batch Billing Form
On this form, you process a group of billing invoices, rather than processing invoices one at a time (as you do in Interactive Billing). - Billing Comments Dialog Box (Batch Billing)
Use this dialog box in Batch Billing to enter comments that apply for all invoices in a batch when you create and submit draft invoices for approval. - Email Invoice Dialog Box
Use this dialog box in Batch Billing to enter information for sending invoices as .PDF file attachments with an email message when you create draft or final invoices in Batch Billing. You specify the email recipients, subject, and message on this dialog box. - Preview File Type Dialog Box
Use this dialog box to select a file type to use for previewing billing invoices or the Batch Billing Invoice List report from the Invoice Archive tab in Batch Billing. - Save Options Dialog Box in Batch Billing
Use this dialog box to save a set of Batch Billing processing options to use again in the future. - Schedule Dialog Box in Batch Billing
Use this dialog box to enter information for creating invoices in a Batch Billing run: when to start processing the run, the process server queue to send the run to, and whether or not to have an email or notification sent to you when the run is finished processing. - Unsubmit Invoice Dialog Box
Use this dialog box to specify the options for unsubmitting a batch of invoices that were submitted for approval. This is useful when there is an error on multiple invoices. For example, a batch of invoices have been submitted with the wrong date, so the entire group needs to be unsubmitted, corrected, and resubmitted.
Parent Topic: Processing a Batch of Billing Invoices