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Workflow: Using the Invoice Batch Contents

When printing invoices from the Report - Invoice selection form, the Invoice Batch Contents form is informational only, and shows all invoices included in the batch.

• When the Invoice Numbers selection equals All Unprinted, the Invoice Batch Contents appears after invoice print processing,

• When the Invoice Numbers selection equals Reprint Invoice Batch, select View Batch Contents, to see the list of invoices prior to printing.  An invoice batch is identified in the list by date and time.

TheInvoice Batch Contentsform displays the following information:

• Invoice #

• Customer Name

• Policy #

• Invoice Amount

• Invoice Date

• Memo Invoice

This list assists in validating that all invoices print successfully. Example: If your printer jams, all of the invoices in the batch may not print. You would need to consider whether to reprint the invoice batch, or print specific invoices that did not print.