Editing an Invoice Batch

To edit an Invoice batch observe the following steps:

1. Select the Client>Invoice Batch sub menu to open the Invoice Batch List page.

2. Depending upon the number of invoice batch records listed , you can filter the records listed by specifying a reporting date range within the From Date and To Date fields. The reporting date can either be input in free text or selected from the calendar picker.

   

3. Highlight the invoice batch record that is to be edited and either click on the edit button or double click on the batch record to open it within the invoice batch record page.

   

4. Activities undertaken on the Invoice Batch record are limited to the following:
   
   ✴ Deleting an Invoice please refer to the topic Delete an Invoice
   ✴ Managing the status of the batch Invoices please refer to the topic Managing the Payment Status
   ✴ Printing Invoices please refer to the topic Printing an invoice
   ✴ Sending Invoices via email please refer to the topic Sending Invoices
   ✴ Updating payment information please refer to the topic Update Payment information

Update Payment information

Once payment has been received on your invoice you can update the invoice record with the payment particulars, by observing the following steps:

1. Observe steps 1 -3 as outlined above.

2. Highlight the invoice record listed under the Invoice Batch tab and double click it to open the Edit Invoice record page
   

   

3. Within the Edit Invoice record page apply edits to the following fields.
   
   

   

   
   Within the Amount Paid field input the amount that was paid in relation to the invoice.
Within the status field position your cursor and select the appropriate status value from the drop down list.
Within the Payment Reference field input the particulars of the payment reference, this may be a Bank deposit or EFT reference that allows for the invoice to be linked with deposits received from the participant.