The Billing Grid has a menu options list which become available when an invoice is selected and right clicked. Below is an explanation of some of these options.
Fee Lines
This option only appears when right clicking an unposted invoice - it allows the user to quickly add another line of the selected type to the invoice;
Email Invoice
Allows the user to send a copy of the selected invoice via email with or without a template.
Attach Report
This option attaches a copy of the invoice to a blank email for the user to fill in manually.
Standard Template
This option allows the selection of an email template (configured within Communication Maintenance).
Invoice Report
Print Report
This option will print out a copy of the invoice report.
Preview Report
This option will allow you to preview what the printed invoice report will look like.
Export Report
This option allows the invoice report to be exported for use in another application.
Batch Options
This option launches the batch invoice print wizard, allowing users to select invoices for printing.
Post
This option launches the batch posting wizard, allowing for multiple unposted invoices to be posted at the same time.
Print & Post
Self explanatory based on the above.
This option launches the batch email wizard, allowing users to select multiple invoices for emailing with a template.
Payment
This option launches the batch payment wizard and allows users to quickly create (and post) receipts to the selected invoices.
Authorise
This option flags the selected invoice as authorised.
These options are similarly available in the billing grid itself, see Batch Operation Menu.