Adding a Customer to an Invoice Batch

  1. On the Invoice Batch Detail form, select the invoice batch in the Invoice Batch field for which you wish to add a customer. The choices here are all invoices that have not been placed on another invoice batch.
  2. Select a customer in the Customer field. If no customers are displayed in the Customer field, that means either that no customers have the same close date that is assigned to the invoice batch or all of the customers that do have that close date are already assigned to another batch.
  3. Save the record. This information is shown on this form:
    • Former Amount
    • Payments
    • Carry Over
    • Invoiced This Period
    • Charges
    • Taxes
    • Invoice Amount
相关主题