AR Invoices: Mass Processing of Documents

This topic explains how to release, print, and email multiple AR invoices and what rules the system uses to group the prepared documents.

Mass Release of AR Invoices

Multiple invoices can be released at the same time on the Release AR Documents (AR501000) form. On this form, you select the unlabeled check boxes in the rows of the documents to be processed and click Release on the form toolbar to release the selected invoices; alternatively, you can click Release All to release all the invoices shown in the table.

Tip: The system creates a consolidated GL batch for all the released invoices if the Generate Consolidated Batches check box is selected on the General Ledger Preferences (GL102000) form.

Mass Printing of Invoices

You can print selected invoices by selecting Print Invoice/Memo in the Action box on the Print/Email AR Documents (AR508000) form and clicking Process on the form toolbar

Mass Emailing of Invoices

You can send multiple invoices to each customer in a single email. To do this, select Email Invoices in the Action box on the Print/Email AR Documents (AR508000) form, along with any selection criteria to narrow the list of invoices.

Then select the Send Documents in One Email check box. If you also select the Combine into One File check box, the system will combine each customer’s processed invoices into a single PDF file and attach it to the email.

Attention:
  • You can include up to 100 documents in a single email or combine up to 100 documents into one file.
  • If you select more than 100 documents, the system creates multiple emails, each within this limitation.

To send emails with invoices, do one of the following:

  • To email only particular invoices, select the unlabeled check boxes in the rows of the invoices you want to email. Then click Process on the form toolbar.
  • To email all the listed invoices, click Process All.