The Invoice Batches tab in the Invoicing module displays a list of invoice batches and lets you filter and display information to suit your needs. This reference covers the tab's key fields and UI elements.
An invoice batch is a set of invoices that can be processed, printed, and sent simultaneously in bulk. A single batch can contain both print and mail invoices and email invoices. Selecting an invoice batch from the list opens it in the Batch screen.
To access the Invoice Batches tab, go to the Invoicing module in the navigation bar, then select Invoice Batches.
Things to know
Invoice batches are created from the Invoicing Assistant.
The Select Batch checkbox and Bulk Actions dropdown are only available for companies using 4-4-5 accounting periods. Selecting batches enables the Update Accounting Period option in the Bulk Actions dropdown.
Checkboxes only display for batches that haven't been completed. The accounting period can't be changed for completed batches.
Reference table
Field / Item | Description | Behavior / Notes |
|---|---|---|
Select Batch checkbox(Not pictured) | Lets you select one or more invoice batches to perform a bulk action on. | Only available for companies using 4-4-5 accounting periods (a fiscal calendar that divides the year into 13 four- or five-week periods instead of calendar months). Checkboxes only display for batches that haven't been completed, and the accounting period can't be changed for completed batches. |
Bulk Actions dropdown | Displays a menu with the Update Accounting Period option, which lets you change the accounting period for all invoices in the selected batches. | Only displays when one or more Select Batch checkboxes are selected. Only available for companies using 4-4-5 accounting periods. |
Invoice Count column | The number of invoices in the batch. | |
Date Created column | The date the batch was created. | |
Total Dollars column | The total dollar value of all invoices in the batch. | |
Created By column | The name of the user who created the batch. | |
Branch column | The branch associated with the batch. | |
Three-dot icon | Opens a menu with the following options: Save As, My Default, Reset Advanced Search, Print Screen, Export to Excel (Current View), Export to Excel (All Fields), and Create Metric. |