Creating Invoices

To create and print invoices:

Add a Billing type payment to all registrations that should be invoiced.
Enter the appropriate billing information into the Billing records (i.e. PO number Payer, etc.) . Note: Firm/Name, Supervisor/Mgr. and PO number are used when determining which billing records are grouped on an invoice.
When all the billing records have been created, select Reports > Invoices > Run Invoices to run invoices.
On the Report Options screen, the Print New Invoices box should be checked by default (leave checked to run new invoices), unless you have unchecked the Default Run Invoices to Print New box on Pay Preferences. Select the other applicable print options (i.e. sort order, new invoices for one course or selected payer, etc.).

IMPORTANT: the Invoice Halt setting will be turned on when you select the Print New Invoices option. With the Invoice Halt turned on, no one else will be able to print new invoices until you are finished.

Click the OK button. The system will then:

Select all the appropriate billing records.

Group the appropriate billing records together.

Assign an invoice number to each billing group.

The Print Preview screen now opens.
Close the Print Preview screen and print the invoices.
After you send the invoices to the printer, you'll be asked if you want to permanently assign the invoice number to the selected billing records. Click the Yes button after verifying that the invoices printed correctly.