Updating invoices and credit memos

  1. Select Billing > Processing > Maintenance and Close > Sub System Update.
  2. Select Company or Company Group.
  3. Specify this information:
    Customer
    Specify a customer to filter the results. Only invoices for that customer are processed.
    Invoice Creator
    Specify the user who created the invoices. Only invoices that the specified user created are processed.
    From Invoice Date
    Specify the start date of an invoice date range. Only invoices with an invoice date on or after this date are processed. You cannot use Invoice Date Range with Cutoff Date or Cutoff Days.
    To Invoice Date
    Specify the end date of an invoice date range. The process includes only invoices with an invoice date that is on or before this date. Do not use Invoice Date Range with Cutoff Date or Cutoff Days.
    From Batch Number
    Specify the start of a billing batch number range. Only invoices from that batch number onward are processed.
    To Batch Number
    Specify the end of a billing batch number range. Only invoices up to the specified batch number are processed.
    Process Level
    Select a process level. Updating invoices by process level is only available if you set up invoice by process level.
    Print Certificate Number
    Select Yes to print the certificate number on the document.
  4. In the Report Distribution section, select the distribution group and export type for Sub System Update Report and ARLL Sub System Update Transaction Listing.
  5. Click Submit.