Batch Templates

This article details how to access the Batch Templates list page and the available options to you.

Access the Batch Templates list page

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Financial to expand the corresponding menu.
  3. From the menu click System.
  4. Upon the Financial Settings page displaying navigate to the Invoice tab.
  5. Click the Batch Templates sub-tab to view the list of available Batch Templates.

    The Batch Templates tab

Available Options

The Batch Templates tab

  1. Create a New Batch Template.
  2. Refresh the list.
  3. Delete selected batch template.
  4. Export the list to Excel.
  5. Search for a batch template by Name.
  6. Pagination facilitates easy navigation across pages.
  7. Click a batch template name to access the Batch Template edit page.
  8. Copy existing Batch Template.