Invoices may be placed in a new batch instead of added to the original batch by using the New Batch button at the bottom of the event, monthly renewals, monthly epayment, and group invoice lists. This accommodates unique invoice selections (e.g. invoice date) to be placed on the added invoices.
1. Click Billing in the left-hand menu.
2. Click the Invoices tab.
3.
4. From the Billing Month drop down menu, select the month of the original batchYou should see a message that says:Match Found (If invoices have not yet been created for this month you will see a message that says: New Batch)
19. Click New Batch at the bottom of the screen so that the invoice date and other fields in the original batch will be retained. This allows you to create these new invoices with a new invoice date and any other new selections desired for payment terms, message etc.Note: If all invoice fields on the original batch should be updated to the new selections, then put a checkmark by their name and click Save Batch and click OK to continue and update the batch. Warning! All previous invoices from the original batch will be updated to the current settings.
20. On the next screen it will indicate that this is a New Batch. Make the desired invoice selections, place a check mark next to the invoices to be included in this batch, and click Save (or Deliver Invoices if you'd like to print and/or email right away).