Miscellaneous Billing Invoice Batch Workflow

The Validation page allows authorized users to select the customer invoice batches to be validated.

1. Click the Validation workflow button.

2. Select the top check box in the column header to validate all invoice batches or select the check box(es) next to the specific batch you want to validate.
3. Click Submit. If the batch is successfully validated, the list updates to remove the validated batch and ‘Valid’ displays after the Validation Results presented below the list.

   If the batch is not successfully validated, a reason displays in the Validation Results below the list.

The Print Edit & Error Listing workflow page allows you to produce an edit and error list of all customer invoice batches.

1. Click the Print Edit & Error Listing workflow button.

2. Select the top check box in the column header to print all batches or select the check box(es) next to the specific batch you want to print.
3. Click Show Preferences to view additional output preferences you want to display on the listing. Optionally, you can select the following check boxes:

• Include Invoice Comments – free form comments associated with the billing invoices will be included on the listing.
• Include Detail Billing Information – detail billing information associated with the billing invoice will be included on the listing.
• Include G/L Distribution Information – G/L distribution information associated with the billing invoice will be included on the listing.
• New Page for Each Invoice Batch – a new page will be started for each invoice batch selected.
• Print G/L Distribution Summary – the Miscellaneous Billing Invoice Batch G/L Distribution Summary will be sent to myReports.
• Print Error Listing – the Miscellaneous Billing Invoice Batch Error Listing will be sent to myReports for the selected payment batches.
• Report Sort Order – the invoice information will be sorted/displayed in Invoice number or Customer Name order within the invoice batch on the listing. The default is Invoice.

4. Click Submit. The listing(s) is generated and sent to myReports.

If needed, click Reset to return the data in the fields to the state they were in when the page was last saved.

The Approval workflow page allows you to select the invoice batches to be approved.

1. Click the Approvals workflow button.

2. Select the top check box in the column header to approve all invoice batches or select the check box(es) next to the specific batch you want to approve.
3. Click Submit. If the invoice batch is successfully approved, ‘Approval Added’ displays after the batch name in the Approval Results presented below the list.

   If the invoice batch is not successfully approved, the reason displays after the batch name in the Approval Results that display below the list.

If needed, click Reset to return the data in the fields to the state they were in when the page was last saved.

The Print Invoices page allows you to select the invoice batches to be printed.

1. Click the Print Invoices workflow button.
2. To view printing Output Preferences, click the Show Preferences button in the far right-hand corner of the page.

3. If the Include Email Invoices check box is selected, invoices for customers who are fully enrolled for email notification will be included in the print queue; they will have a delivery method of Email. If this check box is cleared, which is its default state, invoices flagged for email notification will not be included in the print queue.

4. If the Sort By Delivery Method check box is selected, invoices will be sorted by delivery method (i.e., mail, email) for printing. If this check box is cleared, invoices will not be sorted by delivery method.

5. Select the top check box in the column header to print all invoice batches or select the check box(es) next to the specific invoice batch you want to print.
6. Click Submit. The print request for the invoice batch is generated and sent to myReports where you can access the invoice batch.

The Post page allows you to post invoice batches that have been validated and approved.

1. Click the Post workflow button.

2. Select the check box in the first column of the row to select the invoice to be posted. To select all invoices to be posted, select the top check box in the column header.
3. Click Show Preferences, located in the top right corner of the page, to view additional output preferences you want to display on the listing. Optionally, you can select any of the following options:
   • Include Invoice Comments – free form comments associated with the billing invoices will be included on the listing.
   • Include Detail Billing Information – detail billing information associated with the billing invoice will be included on the listing.
   • Include G/L Distribution Information – G/L distribution information associated with the billing invoice will be included on the listing.
   • New Page for Each Invoice Batch – a new page will be started for each invoice batch selected.
   • Print G/L Distribution Summary– the Miscellaneous Billing Invoice Batch G/L Distribution Summary will be sent to myReports.
   • Report Sort Order – the invoice information will be sorted/displayed in Invoice number or Customer Name order within the invoice batch on the listing. The default is Invoice.
4. Click Submit to post the selected invoices. Details can be viewed in myReports.

   If the invoice is successfully posted, "Posted" displays after the invoice batch number in the Post Results section presented below the list and the invoice batch is removed from the Miscellaneous Billing Invoice Batch List page. If the batch is not successfully validated, a reason displays after the invoice batch number in the Post Results section presented below the list on the page.

If needed, click Reset to return the data in the fields to the state they were in when the page was last saved.