Generating an Invoice Batch

  1. On the Generate Invoice Batch form, select the Close Date.
  2. Provide a description for the invoice batch.
  3. Optionally, select Exclude Invoices on Closing Date to exclude any records where the invoice date is equal to the closing date.
  4. Optionally, select Override Invoice Batch Creation Rules to override both the Close Date and the Exclude Invoices on Closing Date fields. All records that are not assigned to another invoice batch are added to this invoice batch.
  5. Select a range of customers for which to create the invoice batch.
  6. Click Process to create the batch.
Related topics