Invoice Batch Centre Fields

The Invoice & Packing Slip Batch Centre provides users with a centralized view of all invoice batches. It offers various options and search capabilities to efficiently manage, filter, and navigate through batch records.

Header Level Options

The Options dropdown provides the following actions for selected batch records:

Option	Description
Print	Allows users to print the selected invoice batch details.
Batch Mark As Shipped	Marks the selected invoice batch as shipped, updating its shipment status.
Batch Delete	Deletes the selected batch record from the system.

Header Level Search Field

• Batch #: Allows users to filter and locate specific invoice batches using the batch number.

Header Level Icons

These features cater to diverse needs, providing users with a seamless experience while navigating and managing customer information.

• Navigation Controls: This allows users to move between records or pages within the grid.

• Refresh: Reloads the batch records based on the applied filters to display the most recent data.

• Save: Saves user-specific UI preferences such as column visibility and layout.

• Search: Allows users to quickly search within the displayed records.

• Columns: Enables users to customize the visible columns in the grid. The Invoice & Packing Slip Batch Centre displays the following columns:

  Field	Description
  Batch Number	Displays the unique identifier assigned to the invoice batch.
  Customer Name	Displays the customer name(s) associated with the batch. If multiple customers are included, the values are shown as comma-separated entries.
  Customer Full Name	Displays the full name(s) of the customer(s) associated with the batch. If multiple customers exist, the values are shown as comma-separated entries.
  Currency Code	Displays the currency code used in the batch (e.g., CAD, USD).
  Total Qty	Indicates the total quantity of items included in the batch.
  Shipping Cost	Displays the shipping cost associated with the batch.
  Total Tax Amount	Displays the total tax applied to the batch.
  Total Amount	Displays the final total amount including all charges.
  Amount Paid	Indicates the amount paid against the batch.
  Credit Applied	Displays the total credit applied to the batch.
  Deposit Applied	Displays the total deposit applied to the batch.
  Discount Applied	Displays any discounts applied to the batch.
  Amount Due	Displays the remaining amount due for the batch after payments and adjustments.
  Customer Account#	Displays the customer account number(s) linked to the batch. If multiple customers are included, the values are shown as comma-separated entries.

• Download: Exports batch data into formats such as CSV, Excel, or PDF for reporting and analysis.