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Creating a Receivables Batch

  1. From the R2 Launch Pad, click on the Invoicing button

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The Invoice Batch screen will open

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  1. To begin a new invoice batch click on the New Icon image-20240612-160955.png

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The Invoice Batch screen will open

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  1. Type in the Description of the batch (usually user initials and date)

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  1. Click on the Add Invoice button image-20240612-161450.png

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The Invoice List screen will open

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  1. Use the “From” and “To” Date section to indicate a time from to pull invoices. Then type in “%” on the search field and click on the Search button to find the invoices

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  1. Click on the Tag All image-20240612-162019.png button to select all the invoices or double click on the desired ones

Note: selected invoices will display on blue font

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  1. Click on the Select image-20240612-162134.png button to add the invoices into the batch

The Invoice Batch screen will appear

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  1. Click on the Exit image-20240612-162221.png button to close the batch screen.

 

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