Process Emailed Invoices prepares your electronic invoices and emails them to the company reps assigned to get them. To set up a company to receive electronic invoices, use the Company Billing Information window. If you have already emailed your invoices and want to resend them, use the Resend Emailed Invoices option.

Before performing this action, you must:

• Process Timesheet Billing or Position Billing

• Update Timesheet/Position Billing

Basically, the billing process flags those invoices that are to be emailed instead of printed. These invoices are placed in a separate print file with "- Email" appended to the instance name. The Process Emailed Invoices action takes those invoices and actually emails them using Crystal Enterprise's email functionality.

Processing Emailed Invoices

1. In the Corporation field, the corporation associated with the home branch of the logged in user defaults, but can be changed by clicking and selecting a different corporation from the list provided. This information is required.

2. In the Invoice Type field, select whether you want to process Assignment invoices or Position invoices. This information is required.

3. If you only want to process invoices processed during a range of days, use the Invoice From and Invoice To fields. This is optional. Enter the first (oldest) date of the range in the Invoice From field and the second (newest) date in the Invoice To field. If you enter the same date in each field, only invoices processed on that specific date will be processed. If you do not have a date preference, leave these fields blank.

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4. If you only want to process invoices with certain numbers, use the From Invoice # and To Invoice # fields. This is optional. Enter the first (lowest) number in the From Invoice # field and the second (highest) number in the To Invoice # field. If you enter the same number in each field, only that invoice is processed. If you do not have an invoice number preference, leave these fields blank.

5. If you want to process invoices from a specific AR Company, use to look up the Company. If you do not have an AR Company preference, leave this field blank.

NOTE: The fields on this window add to the filtering that takes place on the invoices. For example, if you select an Invoice From and an Invoice To date AND you select an AR Company, the system will only process invoices for that AR Company that were processed between the dates selected.

6. When you are satisfied with the information you have entered, click the button to process the selected invoices.

7. The progress bar will track the completion percentage of the process. During this time, the system is selecting invoices that have not been previously emailed, have gone through the Update Billing process and meet the criteria selected on the Process Emailed Invoices window.

8. When the process is complete, the system displays a window telling you the process ID number, the number of invoices emailed, and the location of all reports created during processing. The invoices are also emailed to the selected companies.

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