Invoices
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8. Invoices
8.1. Creating Invoice Batches
In Standard Bika configuration, Invoices may be created and deleted by lab managers. They may be viewed and printed by all lab personnel
Client contacts do not have access to the invoice
functionality in the standard Bika. This and all of the
above authorisation structure can be configured to requirement
Invoices are accessed from the left navigation bar. All current invoice batches are shown, and may be drilled down to view individual invoices per client company

Invoice batches
Click on the [add new invoice batch] button to create a new invoice batch, or on a statment batch title to view an existing invoice batch

Create invoice batch
The invoice batch is created, comprising one invoice per client company, for the specified date range
Click on the invoice number to view the invoice

Invoice
The invoice includes all the analytical services which were performed within the specified date range
Click on the |print invoice| tab to view the invoice in a printer-friendly format
8.2. Query and Email Invoices
The |queries| tab presents the various query options
Bika's Google like LiveSearch often provides a quicker way of finding data
please see Find data quickly · LiveSearch

Query options
Click on the Invoices link to search for invoices. The search is specified through one or more search criteria fields as shown

Query invoice search specification
The list of invoices which satisfy the query is displayed, with the option to email these results to a specified address, or to a client contact registered to the system

Query invoice results
Enter an email address or click on the [browse] button to select a client contact

Browse contact email addresses
Click on the select link associated with the client contact to return to the query result page with the appropriate email address, or click on the view link to view the contact details