• Utilities - Orders Pages
  • Utilities - Orders|Query Select Page
  • Utilities - Orders|Order Invoice Page
  • Utilities - Orders|Order Update Page
  • Utilities - Orders|Order Marketing Page
• Performing Orders Batch Processes
  • Printing Order Invoices in a Batch
  • Updating Orders in a Batch
    • Searching for Orders to Update in a Batch
    • Updating Order Details in a Batch
    • Adding Gifts to Orders in a Batch
    • Adding Miscellaneous Items to Orders in a Batch
    • Deleting Performances or Bundles from Orders in a Batch
  • Updating Order Marketing Data in a Batch

You can print or email invoices in batch using the Orders|Order Invoice page. This page consists of the following sections:

Order Invoice Section
Select Orders Section

Order Invoice Section

To use the Order Invoice section of the Orders|Order Invoice page to search for invoices that you want to print in a batch, you must select a query under the order invoice section of the Order|Order Query page first.

Additional queries can be created using the Business Intelligence and Reports application Business Intelligence pages. For more information, refer to Creating a BI Query.

Information Order ID is required as a result member in any BI that is used to invoice or update orders.

The following image illustrates the Utilities application Orders|Order Invoice page:

The Orders|Order Invoice Page

Selecting the General Invoice query will enable the following properties on the Orders|Order Update page:

Field	Description
Amount Due	Enables you to filter the search based on those orders with an amount owing within the specified range.
Created on	Enables you to filter the search based on those orders created within the specified date range. Enter a date or relative date into the field or click or to select the date or relative date. For more information, refer to Using the Calendar to Select a Date and Using Relative Dates and Times.
Balance Due Date	Enables you to filter the search based those orders with a balance due date within the specified date range. Enter a date or click to select a date. For more information, refer to Using the Calendar to Select a Date.
Order Type	Enables you to filter the search based on the selected order type(s): Renewal: Initial state of order for renewing before customer has accepted being renewed. Standard: Set the order(s) to a standard order type These are set manually on the Order|Summary page or through the Renewal tool.
User Name	Enables you to filter the search based on the user name of the user who created the order. To add additional fields, click or press CTRL+TAB once you have made an entry.
Appeal Name	Enables you to filter the search based on the appeal to which the donation is allocated. To add additional fields, click or press CTRL+TAB once you have made an entry.
Update User Name	Enables you to filter the search based on the user who last updated the order. To add additional fields, click or press CTRL+TAB once you have made an entry.
Performance Code	Enables you to filter the search based on the performance code included in the order. To add additional fields, click or press CTRL+TAB once you have made an entry.
Order Number	Enables you to filter the search based on those orders with an order number within the specified range.
Series Name	Enables you to filter the search based on the name of the series associated to a performance on the order. To add additional fields, click or press CTRL+TAB once you have made an entry.
Bundle ID	Enables you to filter the search based on the selected bundle included in the order. Enter the name of the bundle or click to search for the bundle(s). For more information, refer to The Find Bundles Dialog Box.
Page Size	Enables you to specify the number of records to display per page returned in the results.
Search Type	Enables you to choose the appropriate type of matches you are expecting: Match Any: When you want to search for records containing one or more of the search terms you selected. Match All: When you want to search for records that contain all of the search terms you selected.

Select Orders Section

The following image illustrates the select orders section of the Utilities application Orders|Order Invoice page: