A/R Invoice Batch List Screen

To open this screen

Open Accounts Receivable > A/R Transactions > Invoice Batch List.

Fields and controls

Buttons

Add Missing Payment Links

If you use Payments Acceptance to accept payments from your customers through online payment service providers (such as PayPal and Stripe), a Pay Now button is normally added to invoices during posting. If this does not happen for some reason, you can update the invoices after posting to add the Pay Now button. To do so, select the batch that includes the invoices you want to update, and click Add Missing Payment Links.

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.

Notes:

• 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.

Related tasks

• Printing Batch Listings
• Printing Accounts Receivable Posting Journals
• Printing the A/R Posting Errors Report
• Printing the A/R Batch Status Report
• Posting a Range of Batches

Overview

Use this screen to:

• View a list of invoice batches, beginning with the batch number you specify and including batches created on the A/R Create Recurring Charge Batch and A/R Create Interest Batch screens. More...

  The list includes the following information about each batch:

  • Batch number.
  • Batch date.
  • Batch description.
  • Number of entries.
  • Total amount.
  • Whether a batch has been printed.
    Notes:

    • Open batches for which listings have been printed are marked Yes.
    • If you edit a printed batch, its status reverts to Open until you reprint the batch listing.
  • Posting sequence number.
  • Number of errors.
  • Date the batch was last edited.
  • Type (indicates how the batch was created).
  • Status. More...

    A batch can have one of the following statuses:

    • Open. You can edit the batch.
    • Ready To Post. The batch can be posted. You cannot edit the batch unless you first change its status.
    • Post In Progress. Posting has started for the batch. You cannot edit or print it.
    • Deleted. The batch was removed from Accounts Receivable before posting. You cannot view the batch or reuse the batch number.
    • Posted. Transactions in the batch have been added to customer accounts. You cannot edit the batch, but you can print a listing for it.
• 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).