Generate an Updated Invoice

Use this function to generate additional invoices if an invoice has already been generated for a transaction.

Your agency's invoices might have to be reviewed through Invoice Quality Check prior to distribution, depending on your system setup.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

  1. Locate the account and access the Transactions area.
  2. The Transactions list initially loads blank. Enter your desired search criteria to populate the list for the selected account.

    Note: The list can display a maximum of 500 transactions.
  3. You can change the columns that display in the list if necessary.
  1. Select the appropriate transaction in the list.
  2. Do one of the following:
     
  3. The Generate Updated Invoices window displays. Optionally select the Include zero balance transactions checkbox.
  4. The items that were included on the original invoice display in the list. These cannot be changed.
  5. The window contains these tabs:
  1. Click Preview to view the invoice before printing it.

    Note: Printing from the preview does not generate the invoice or provide any auditing. To generate the invoice, close the preview and click Finish.

    Click Finish or press [Enter] to generate the invoice.

    Note: If the number of pages to be printed meets or exceeds 1000, Applied Epic prompts you to save the PDF file locally; from there, it can be printed more efficiently.

    Click Cancel or press [Esc] to exit the workflow without generating an invoice.