Navigating the Invoicing Batch

The following is a summary of the fields and objects that comprise the Invoice batch List page

1. Record View: This is a drop down field that allows you to select from a list the record view that will be used to display the active or inactive invoice batches.

2. New: This button provides you with access to the Create Invoice Batch page.

3. Edit: Select this button will enable you to edit the invoice batch.

4. Upload Remittance file: This button provides access to the Upload Remittance CSV file page, from where you can select the remittance file that will be processed against the Batch.

5. Send Invoices: This button provides access to the bulk email notification page

6. Create Invoices: This button provides access to the Create Invoice for Client page.

7. Mail Merge: This button opens the mail merge panel from where you can both download the invoicebatch template and generate mail merge documents.

8. Import: This button provides access to the Import Data: Invoice Batch page.

9. Delete: This button is not functional, invoice batches can not be deleted.

10. Export: This button allows you to export invoice batch data to an csv file. Data exported will be influenced by the selected invoice batch view.

11. Reporting date range: The Reporting from and To fields are used to define the reporting range when searching for an invoice batch. The date range specified will influence the records listed within the invoice batch datagrid. Date from and to values can be either free text input or set from a selection made through the calendar picker.

    

12. Search Field: This field is used to refine the records listed within the invoice batch datagrid.

    

13. Record Display list: This drop down field allows you to specify the number of records that will listed within the invoice batch datagrid. The value specified will determine the number of pages

14. Invoice Batch list: This data grid lists columns of information related with the invoice batch records. The information columns presented will be influenced by the record view that is selected.

15. Navigation count: This label lists the records listed that match the date and search criteria.

16. Page scroll: This button enables you to scroll between the pages.

The following is a summary of the fields and objects that comprise the Invoice batch page

1. Name: This field is used to identify the name of the Invoice batch. File name is comprised of the funding source and the reporting period for the batch.

2. Start Date: This field is used to identify the Report from date for the invoice batch.

3. End Date: This field is used to identify the Report to date for the invoice batch.

4. CreatedBy: This field is used to identify the user that created the Invoice batch.

5. CreatedOn: This field is used to identify the date & time that the invoice batch was created.

6. Type: This field by default lists Invoice.

7. Funding Source: This field will identify the funding source selected through the Create Invoice for Clients page.

8. Invoice Batch: This field is not applicable with invoice batches.

9. Total Hours: This field is used identify the total number of hours that where invoiced

10. Total Amount: This field is used identify the total amount invoiced

11. Invoice Batch data grid: This grid identifies the invoice records collected into the reporting period that included in the batch. The Invoice Batch data grid comprises the columns of
    
    Name (this reflects the client ID and Invoice Batch ID).
Date the Invoice.
Name of the client that received the invoiced support/service.
Name of the external provider.
Invoice Amount.
Comments.
Invoice Status.
    

12. Close: This button will exit you from the Invoice Batch page.

13. Print Invoices: This button will open the Print Invoices page, from where you can print the invoice to file in pdf format.

14. Manage Payments: This button will open the Manage Payment Status page, from where you can manage the statuses of the invoice records listed within the batch.

15. Notes: This button will open the notes panel, where notes can be assigned to the Batch.

16. Documents: This button will open the documents panel.

17. Add Invoice: This function is not used, to add an invoice will also require provision of the service details.

18. Delete Invoice: This function will delete the invoice and invoice detail. Where this happens a new invoice will need to be raised for the clients scheduled service.

19. Invoice Batch Name: This label lists the batch name.

20. Edit Invoice: To edit an invoice highlight and double click the selected record from within the datagrid.