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| Field Name | Description |
|---|
| Batches | Batched invoices based upon the customer's billing cycle. |
| Single Invoices | Invoices based upon the customer ID/number. |
Right clicking on a single invoice, or invoice batch will bring up the following menu options.
| Option Name | Description |
|---|
| New Batch | Create a new invoice batch based upon active billing cycles. See How to Create a New Invoice Batch. |
Show Summary
| Create a PDF document containing an overview of the selected single invoice or invoice batch |
| Print Preview | Create a PDF document to display the way the invoice will appear when printed. |
| Save As PDF | Export the selected single invoice or invoice batch to a PDF document. |
| Email Invoice(s) | Email invoices by verifying the email address to send the selected single invoice or invoice batch. |
| Cancel Batch | Enabled only for batches. Remove unpaid invoices in an invoice batch. This cannot be undone and you will have to re-run the invoices. | Note |
|---|
- Batches/Invoices with orders marked as paid will not be canceled. To cancel a batch/invoice with orders marked as paid you must mark all orders as unpaid then cancel the batch. Credit card payments will not be canceled unless canceled in Plug N Pay.
- Only the most recent invoice batch can be canceled. For example, if the most recent batch ID is 30, and you want to cancel batch ID 27, you would need to cancel batch ID 30, then batch ID 29, then batch ID 28, then finally batch ID 27.
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| Special | Special options:
- Preview All Invoices - Preview the single invoice or all invoices in a batch.
- Preview Invoices To Be Emailed- Preview the single invoice or all invoices in a batch set to send via email in the current batch you are working on.
- Authorize Batch(s) For Credit- This option will authorize all orders for credit card processing on the invoice level for customers set to bill credit cards and that have a credit card on file.
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| Find | Find options: - Find Batch
- Find Customer
- Find Invoice
- Find Transaction
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| Export | Export a single invoice or invoice batch to a variety of file types - Save To Quickbooks File Format
- Save To Quickbooks 2019+ File Format
- Save To Quickbooks Online File Format
- Save To Peach Tree/Sage 50 File Format
- Save To Peach Tree/Sage 50 File Format W/Credit Memo
- Export To PDF
- Export To TIFF
- Export To HTML
- Export To RTF
- Export To Excel
- Export To Text
- Export To Custom
|
| Exit | Close the Invoice Center. |
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