General
The invoice batch print should be run at least once every month to ensure proformas are converted to invoices/credits (for posting to the Nominal Ledger).
Users not printing proformas on a "one by one" basis (as enrolments are created/amended) should run the batch print on a daily basis.

 

Proformas meeting the criteria set out in the agent rules are converted to invoices/credits and unprinted proformas meeting the criteria are also created.

Documents may be printed or emailed according to the agent/student rules.

Individual and Group (separate tab) bookings are listed.
Individual/Group items can be selected or deselected as required.

Note - Groups
Group bookings are not selected automatically to print, and Group Gross (Memo) invoices are not printed in the batch run.
If required, they should be printed direct from the Group.

System Integrity
If credits are deselected from printing, then the related invoice will also be deselected.

Output
Print or email documents.
A control report is output to Excel advising all invoices printed.

An exception report is also printed listing unprinted items with reasons:
1. Provisional bookings, not eligible for invoicing (assuming system setting rules are "NOT to print invoices for provisional bookings".
2. Invoices on hold