How to Create an Invoicing Batch in ePace

Ashley Zeiler |
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172.16.1.7

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Editing the Batch Removing Tickets from the Invoicing Batch Generate an "Open Orders" Report Manually Adding Jobs to your Invoicing Batch from the Open Orders Report Approving an Invoicing Batch Processing an Invoice Batch Print Invoices Saving All Invoice to Accounting Drive Save the Invoice Summary to the Account Drive Save the Job Billing Register to the Accounting Drive Posting the Invoice Batch

Click "Accounting"

Click "Auto Job Billing - Standard"

Click here. Set Customer Type to "**[[FIS-A/R TRADE"]]**

Click "Create Invoice"

You will see this screen after the batch has been created.

Alert! - Wait until ePace is done processing before moving to the next step.

Editing the Batch

Click "Edit & Approve Batch" to return to the batch you just created.

Click here to "drill" into the batch.

Click on the "Description" and rename the batch with today's date (YYMMDD) & your initials. Example: 230911-AZ

Click "Update" to save the change made to your description.

Removing Tickets from the Invoicing Batch

[[SCAN THROUGHT THE LIST OF TICKETS & FIND ANY “C” TICKETS]]

Fun Fact! *The "C" stands for Commercial. "C" tickets are billed by our Commercial Department. They show up in the invoicing batch for our department because both departments utilize the Credit Card Account or "CRECA" account code as a"guest checkout" account in ePace.*

To Remove the "C" ticket from your invoicing batch, Click here.

Click here to "delete" the ticket from the invoicing batch.

AND one more time!

*Fun Fact! This will not delete the ticket from ePace, it only removes the ticket from the invoicing batch that is about to be processed.*

[[SOME CLIENTS RECIEVE COMPLIMENTARY PRINTS AS PART OF THEIR OPTIX MARSHALL SUBSCRIPTION. REMOVE ANY INVOICES FROM THE BATCH IF THEY ARE PRINT REQUESTS FOR THE FOLLOWING ACCOUNTS: ]] [[CHS -MNPS - QHC - LIFEPOINT - VANDERBILT]]

Click here to "Drill" into this MNPS ticket in the batch. Check the ticket for line items charged for printing. This customer has a contract with L&R and receives complimentary printing for active Projects being hosted on Optix Marshall.

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