Detaching Invoices from a Multi Client Invoice Batch

This article details how to detach Invoices from a Multi Client Invoice batch.

1. From the Icon Bar click Financial .
2. From the Navigation Menu click Invoice Manager.

   Note: You must have the appropriate rights to access the Invoice Manager.

3. Upon the Invoice Manager page displaying, you will see the Batches tab with a list of all invoice batches that are either Open, Completed or Closed based on the selected Filter criteria.

   Tip: You may wish to narrow your list results so that you retrieve just the right amount of information you need. To do so you can perform a search. For more information click here.

4. Click the Expand arrow (down arrow) to display all attached invoices.

   

   Tip: Note that you can also access and view the Invoices attached to a Multi Client Invoice batch by first opening the Batch and navigating to the Invoices tab.

5. Select the Invoice(s) you wish to detach.
6. Click Tools to expand the Tools context menu.

   

7. Select Detach from the available options.
8. Click Yes to confirm that you wish to post the selected Invoice(s).

   

9. The detached Invoice(s) are no longer listed within the expanded row of the selected Invoice Batch.