1. Under Register, click [Batch Invoice Run]. Click [Add New].
2. Fill in the fields on the form. Batch Order refers to how you want the invoices ordered. Batch size is the number of invoices per PDF. Invoice Date, Due Date and Invoice Due will appear on the invoices. Under GenerateOption, choose Generate 1 Batch. Click [Add].
*Note: If you change Generate Type to Statements or Statements detailed, you can follow the same steps listed below to generate account statements for all properties.
3. Click [Generate Now].
4. Once a message appears saying the generation is complete. Change Generate Option to Print 1 Batch. Click [Save]. Then click [Generate Now].
5. Go to the [Communicate] tab. Click [File Manger] under Web. Click [View] next to the PDF.
6. This will bring up a PDF with one batch of property invoices. Review the invoices to ensure they are exactly as you want them. Print a few to verify how they will look when mailed. If everything is ready to go. Go back to [Batch Invoice Run] under the Register tab. Click [Edit].
7. Change Generate Option to Generate All. Change the batch size to a higher number. Click [Save]. Then click [Generate Now].
9. Once the Batch Generation Complete message appears, change Generate Option to Print All. . Click [Save]. Then click [Generate Now].
10. Once the Batch Generation Complete message appears, go back to the [Communicate] tab. Click [File Manger] under Web. There will be a number of PDFs, each with a batch of invoices. Verify the invoice lay out once more. You can open each PDF and print the batches to be mailed out.
11. Go back to [Batch Invoice Run] under the Register tab. Click [Edit]. Change Generate Option to Lock All. This locks the invoices so they can no longer be changed and adds them to every fee payer. It also makes them available online for customers to access and pay.