About Invoices, Credit Notes, and Debit Notes
Fields and controls
Buttons
Create New
Click this button to open the A/R Invoice Entry screen, which you can use to create a new invoice batch. For more information, see Adding, Editing, or Deleting an Invoice Batch.
Delete
Click this button to delete a selected batch.
All transactions in the batch are deleted and the batch is listed as deleted on the A/R Batch Status report. You cannot reuse the batch number.
Tip: To delete a posted batch, or to clear the data for a deleted batch, use the Clear Deleted And Posted Batches option on the A/R Clear History screen.
Open
Click this button to open a selected batch in the main entry screen.
Post
Click this button to post the selected batch. For more information, see Posting an Invoice Batch.
Post All
Click this button to post all unposted invoice batches that are set Ready To Post. For more information, see Posting a Range of Batches.
Print
Click this button to print a batch listing. For more information, see Printing Batch Listings.
Batch Number
If you want the list to begin with a specific batch, specify the batch number in this field.
Ready To Post
Indicates whether a batch is ready to post. To change the setting for a batch, double-click this field.
This field has three main purposes:
- It prevents you from accidentally posting batches before they are ready.
- It lets you post a range of batches, even if batches that are not ready to post are in the range.
- It prevents you from making changes to batches that are set to Ready To Post.
- Before you can post a batch, the batch must be set to Ready To Post.
- If you are posting a single batch, you can select Ready To Post during posting.
- You cannot delete a batch for which the Ready To Post option is selected.
Show Posted and Deleted Batches
To list only batches with a status of Open or Ready To Post, clear this option.
Overview
Use this screen to:
- View a list of invoice batches, beginning with the batch number you specify and including batches created on the
- Create a new invoice batch.
- Select an existing batch to edit or delete.
- Mark a batch Ready To Post.
Note: If you use Payment Processing, you must process all Paya credit card transactions included in a batch before you can mark the batch Ready To Post.
- Post individual invoice batches.
- Print batch reports:
- Batch Listing.
- Batch Status.
- Post all unposted batches that are set Ready To Post.
- Open the Posting Journals report for the selected batch (click the Edit
button in the Posting Sequence column). - Open the Posting Errors report for the selected batch (click the Edit button in the Number of Errors column).