Batch Summary Tab

Invoices and disbursements can be printed in batches from the Batch Summary tab.

Invoices Tab

1. On the Primary menu, click ORGANIZATION.
2. Click the territories tab.
3. Click the Details icon of the appropriate territory.
4. Click the Accounting tab.
5. Click the Batch Summary tab.  Any batches that have been generated will appear.

6. To view a batch, click the Details icon of the selected batch.  A window will display all items in this batch.
    

7. Click the Refresh link to refresh the view.
8. Click the Print Selected link to print individual items selected.

Note: If a password has been set at the organization level. The password will be required to print the batch.

7. Click the Edit link to edit the batch name, description, check, preview format and printer selected.
8. Click the Close link to close the window.
9. Click the Close link to return to the Batch summary view.
10. Use the Select All or Deselect All links to select batch items to print, or select each batch individually by clicking in the select box.
11. Click the Print Selected link.
12. Click OK.

Related Topics

Disbursements