Adding, Updating, and Deleting Invoice Batches

Adding an Invoice Batch

1. On the Invoice Batches form, create a new record. The system automatically generates the invoice batch number.
2. Provide a description.
3. Specify a close date in the Close Date field.
4. Save the record.

Updating an Invoice Batch

On the Invoice Batches form, update the description if you wish. This is the only field that can be updated. The other fields can either only be edited when creating a new record, or they are fields that are read-only.

Deleting and Invoice Batch

On the Invoice Batches form, select a record and delete it. You can only delete an invoice batch if it has not yet been printed. When you delete an invoice batch, all A/R posted records assigned to the invoice batch are released.

Related Topics

Generate an Invoice Batch

Invoice Batch Overview