a.Optional – Select the Print and/or Email check box. This selects invoices based on the client’s preference. This preference is set in the client's profile.
b.Click the Select drop down
c.Choose a selection method
i.All - Selects all invoices
ii.Open - Selects all open invoices
iii.Closed - Selects all closed/finalized invoices
iv.Open, Zero Balance - Selects all open invoices with a Zero Balance
v.Pre-Authorized - Selects all pre-authorized invoices
4.Optional - Change the Print Options
a.Click the Print Options drop down
b.Select an option
i.Invoice
ii.Detail
iii.S of A
iv.Lists
v.Mailing
5.Click the email button
6.Optional – If the invoices are open, you can select the Yes button to finalize the invoices or the No button to leave the invoices open
7.If you need to stop the emails from being sent click the cancel button
8.Once the invoices are emailed, deselect the invoices
a.Click the Deselect drop down
b.Choose a deselection method
i.All - Deselects all invoices
ii.Open - Deselects all open invoices
iii.Closed - Deselects all closed/finalized invoices
iv.Open, Zero Balance - Deselects all open invoices with a Zero Balance
v.Pre-Authorized - Deselects all pre-authorized invoices
Optional - Search for Invoices