Creating a Receivables Batch

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

The Invoice Batch screen will open

2. To begin a new invoice batch click on the New Icon

The Invoice Batch screen will open

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

4. Click on the Add Invoice button

The Invoice List screen will open

5. 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

6. Click on the Tag All  button to select all the invoices or double click on the desired ones

Note: selected invoices will display on blue font

7. Click on the Select  button to add the invoices into the batch

The Invoice Batch screen will appear

8. Click on the Exit button to close the batch screen.