Overview:

This article provides a step-by-step guide on how to edit an existing Batch Sales Invoice Job, enabling users to modify or post line items as needed. To begin, navigate to the Batch Sales Invoice Job tab and switch the list view to “All” to find the specific job you wish to edit. Click on the Batch Sales Invoice Job UID to access the record, and then select the “Edit” button to make your changes. Users can also post invoices by selecting the relevant rows and clicking the “Post” button, or email invoices by using the “Email” button for the selected entries. It’s important to note that emails are sent in batches, and you will receive a confirmation email once the batch process is completed successfully. This streamlined process ensures efficient management of sales invoices.

How to edit an existing Batch Sales Invoice Job

This article describes how to edit an existing Batch Sales Invoice Job in order to post or edit the line items.

1. Go to the Batch Sales Invoice Job tab
2. Change the list view to  All
3. scroll down to locate the Sales Invoice Job you wish to edit.
4. Click on the Batch Sales Invoice Job UID to view the record
5. Select the Edit button and make the intended changes
   • From here you will be able to Post invoices by selecting the rows and selecting the Post button
   • From here you will be able to Email invoices by selecting the rows and selecting the Email button

Emails are sent in batches, so once the batch has been completed, you will receive an email confirmation that your email batch has been completed successfully.

By following the step-by-step guide provided, users can easily locate, edit, and post line items or send emails for selected entries. This streamlined approach simplifies the modification of batch sales invoices and also ensures timely and accurate processing. Receiving confirmation emails for batch processes further adds to the reliability and transparency of the system. For additional guidance, users can explore related resources on creating Sales Invoice Plans to optimize their invoicing workflow.

Learn more about creating Sales Invoice Plans to schedule Sales Invoices to be created in the system.