Adding a Customer Invoice Using Quick Add Batch

Learn how to understand how to use Quick Add Batch

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. From the Bill Validation > Data Entry & Validation screen, click the ‘Quick Add Batch’ button.
2. Populate the mandatory fields for Supplier & Utility. You can also add a Batch Name and Notes at this point if reqiured.
3. Next, add in your Meter ID and click ‘Search Meter’. At this point, the system will search for any Contracts matching this Supplier/Utility/Meter ID combination and return these in the Contract field.
4. If there is only one record, this field will be locked, but if multiple matches exist, you will be required to confirm the Contract to which you wish to compare the Invoice. Once you have confirmed the correct Contract, click ‘Next’.
5. You will now be directed to the ‘Add Bill Data’ screen. Populate all mandatory fields, along with any other fields for which you have data on your invoice. Please note that some fields (i.e. Rates, VAT %) may be pre-populated with what is stored at Customer/Contract-level. Check these carefully, and amend if required.
6. Once you have completed all required fields, you have three options – Save, Save & Add New Bill, or Save & Review.
7. Save will simply save the details you have added as a new Batch, and return you to the Data Entry & Validation screen.
8. Save & Add New Bill will save the details you have just uploaded to the batch, and take you back to the Meter search screen – this is useful if you wish to add multiple Meters from the same bill to one Batch.
9. Save & Review will save the details you have added as a new Batch, and take you straight through to the Invoice Details screen where you can begin to analyse your validation results.