Accessing and Viewing the Multi Client Invoice Manager dialog box

Clicking the Batch Number ellipsis button to include an invoice in an Invoice Batch will open the Multi Client Invoice Manager dialog box from where you can search and choose a Batch.

This article details the available options from the Multi Client Invoice Manager dialog box.

1. Click the Refresh button to refresh the list.
2. The following columns are displayed by default: Batch #, Batch Name, Current State, Start Date, End Date and Amount. You can choose to include the following search criteria: Company, Created by and Created on from Column Selection .
3. Search for a Batch by Batch #, Batch Name, Start Date, End Date, Client and Project. In addition, you can choose to include the Company and Created On criteria from Column Selection .
4. Pagination is available at the top right corner to facilitate easy navigation across pages.
5.  From the table header:
   1. You can easily sort the columns by ascending or descending order simply by clicking a column header. Note that an arrow indicates the descending () or ascending () order applied to the column.
   2. Click and move a column to the desired position.
   3. You can dynamically resize column(s), to your preferred width. Simply move your cursor to the column boundary () you want to resize. When the cursor becomes a resize cursor, click and drag the column accordingly.
6. Clicking a Batch Number will close the dialog box and set the Batch Number association to your Invoice.
7. You can choose to remove the association by clicking Set to None.