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Preparing Invoices

Third Party, Expired, and any zero priced Give Up records for a specific Final cycle month file are selected for invoicing using the Prepare Invoices screen. The user can apply new rates to records, exclude records from invoicing, or reassign records to other agreements. After making any desired rate or agreement modifications, the user clicks the Make Invoices button to proceed to the Create Invoices screen. The selected records are grouped by third party agreement or by Carry Firm (for any expired bill to firm records) and the Create Invoices screen will appear.

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