Billing Tools

Menu Option

Description

File - Print/Print Preview

Print the selected billing invoice.  Click Print Preview to view this invoice on your screen.

File - Send E-Bill to Client

Send the e-bill to the client for the selected billing.  This is how you can manually send an e-bill if necessary.

File - Exit

Exit the billing tools module.

Edit - Select All

Select all of the search results.  This is used to select all of the bills that match a certain search criteria, for batch printing/exporting.

Edit - Lock/Close/ Export Selected

Lock/Close/Export the selected billing(s).  The close feature is used to close a consolidated billing.  If you choose export, you will have to choose your accounting software from the listing (ex. Quickbooks)

View - Refresh

Refresh the displayed listing based to the latest search criteria.

Tools - ABI Messages

Open the ABI message window.  Use this option to check the ABI status of ABI messages associated to a transaction.

Tools - Auditing

Flag the selected bill(s) as audited using the “mark as audited” feature.  You can also clear the audited flag by selecting “clear audited flag”.

Button/Tab

Description

Basic Search/ Advanced Search

Choose the appropriate tab to create a new search.  

Save Search

Save the selected search.  This will convert an advanced search into a basic search.

Refresh

Refresh the displayed listing based to the latest search criteria.

Options

Open the grid options screen.

Notes/Info

Open the notes screen for the selected record.

Export

Export the selected search results to a Microsoft Excel Spreadsheet.   You can highlight multiple files for batch exporting and printing as well.

Select

Select/Open the selected billing.

Cancel

Cancel saved changes and return to the main screen.