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.
To access Accounts from another area of the program, do one of the following:
To change the way transactions display when you populate the list, click the word Transactions in the view filter.
A list of choices displays.
Use the search bar to display transactions
that meet specific criteria. Apply a single
filter (using the search fields) or multiple
filters (using the Edit
Filter button ) to narrow the list
of transactions.
Selecting multiple criteria performs an "and" search (for example, transactions in a specific Accounting Month with a specific Bill Mode).
To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.
To save your currently applied filters
as a default for all accounts of the same entity type, create
Filter
Defaults. Your currently applied filters are
saved as a default for the selected account automatically. Filter
defaults are unavailable on Transactions
lists opened from the Access
menu, as Access > Transactions
already provides a filtered view.
Your filter defaults are unique to your user code and will not
affect other users’ saved defaults.
Click
OK
to apply the filter default.
To clear a filter default, click the Clear Filter link label,
click the Filter
Defaults link label, select the appropriate
checkboxes
in the Filter Defaults
window, and click OK.
Click Cancel to close the window without saving your changes.
To select an existing statement message, click the Select Message link label on the Properties header. In the pop-up window that displays, click on the desired message and then click Finish or press [Enter].
In
the Email/Fax
Options section, select the sender’s
email address from the
From dropdown, or click the Change Sender
link label to select a different address.
If you click Change
Sender, the Change
Sender pop-up window displays.
Select an email address from the dropdown.
Click Finish or press [Enter] to accept the change and close the pop-up window.
Click Cancel to discard changes.
If you have customized email signatures and you want to use a different one, select it from the Signature dropdown. Click the Refresh link label to reset the default signature or to clear the signature if no default is set.
Enter a Subject for the email.
Enter a Message to display in the body of the email. Use the formatting ribbon to format text and add images or links. Hover over each button to display its function.
Choose to email the file Now or Schedule it to send later. If you choose Schedule, enter a date and time for the email to send.
Note: You must set up a Cover page in all desired languages in Fax Cover Page Configuration to make these languages available for selection from this dropdown menu.
Use the search bar to display attachments that meet specific criteria.
Apply a single
filter (using the search fields) or multiple
filters (using the Edit
Filter button ) to narrow the list of attachments.
To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.
Select the checkbox next to each attachment that should be included with the invoice.
Use the up arrow and down arrow to the left of the list to move an item up or down in the list. Attachments print in the order in which they appear in the list.
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.