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Invoicing Batches: Creation & Management

Batches are groups of transactions that are identified by a unique name or number. Batches can be used to group transactions entered by the same employee or on a particular date. Transactions can be entered individually or in batches, where batches allow transactions to be reviewed before posting. Batches are created using the Invoice Batch Entry window by entering a batch ID and comment.

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64 views1 page

Invoicing Batches: Creation & Management

Batches are groups of transactions that are identified by a unique name or number. Batches can be used to group transactions entered by the same employee or on a particular date. Transactions can be entered individually or in batches, where batches allow transactions to be reviewed before posting. Batches are created using the Invoice Batch Entry window by entering a batch ID and comment.

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jagadishks
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Chapter 4: Batches

Batches are groups of transactions with something in common and identified by a


unique name or a number. Batches can be identified as a group of transactions
entered by a specific employee, or a group of transactions entered on a particular
date.

You can enter Invoicing documents individually or in batches. Individual


transactions are entered in the Invoice Entry window and posted immediately, so
your records are always up to date.

You can post batches of transactions using the batch, series, or master posting
procedures. For more information posting methods, refer to the System User’s
Guide (Help >> Contents >> select Using the System).

Batch information is divided into the following sections:

• Creating a batch
• Modifying a batch
• Deleting a batch

Creating a batch
Use the Invoice Batch Entry window to create a batch. Batches can be used to group
and save transactions so you can review the transactions and make corrections
before they’re posted.

To create a batch:
1. Open the Invoice Batch Entry window.
(Transactions >> Sales >> Invoicing Batches)

2. Enter a batch ID to identify the batch.

3. Select the batch origin and enter a batch comment.

The Frequency field is unavailable. You must use single-use batches in Invoicing.

INVOICING 25

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