Batch Numbers Overview

14/01/2025
Knowledge

How To

Batch numbers are used to group invoices created in bulk, enabling efficient organisation and processing within accounting functions. By using batch numbers, you can filter data based on factors such as batch type, staff, and date range.

Creating a Batch Number

When you create invoices in bulk, the invoices you select will be included in a batch:

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Using Batch Numbers

When using global accounting functions, you're able to filter relevant data based on a batch number, batch type, staff and a date range.

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The accounting functions which can be filter by batch numbering are:

Change Invoice Status
Invoice Mailing
Credit

To only list invoices that were included in a specific batch to change the invoice status, perform an invoice mailing, or apply credits to invoices:

Click on to Select a batch no:

The Select Batch window will open.
Enter a Batch no: if you know it; or
Select a Type i.e. <All>, Create Invoices, Overdue Invoices, Invoice Mailing, Apply Credits to Invoices or Change Invoice Status; or
Select a Staff member.
Specify the date range i.e. All Dates or enter a Date Range.
Click on Search.

A list of batch numbers will be displayed based on the filter above.

Last Modified Date

14/01/2025 3:53 am

Title

Batch Numbers Overview

URL Name

Batch-Numbers-Overview-IE

Resolution