Removing A Record From a Billing Batch
How do I Remove a Single Billing Record from a Billing Batch?
Administrators, Billing
You don't have to start your Batch all over to remove a single record, simply navigate to:
1. Manage Batches & Submit Billing.
2. Click the Review tab.
3. Click the > symbol next to the Batch you're working with.
4. Click the > symbol next to the Consumer you are needing to remove.
5. Check the records you wish to remove.
6. Click Remove From Batch at the bottom of the screen.
This will then remove the single record from the Batch so you can proceed to billing.
Related Articles
Service/Phase Utility - Getting Started
How Do I Add New Services for Billing? Administrators The Following will show you how to add or edit new Services for Billing. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our ...
Electronic Billing
How do I Electronically Bill through SETWorks? Administrators, Billing SETWorks offers electronic billing (eBilling) and integration with your funder's systems. This makes billing fast and easy. Simply create a batch, select Billable Activity Records ...
How can I Batch Upload a ZIP File
How to Batch Upload a .ZIP File into SETWorks - File Utility Administrator This article will explain how to upload a .ZIP file into SETWorks. These file uploads apply to existing consumers. Terminology can be modified within SETWorks to better fit ...
Electronic Billing Definitions
What Terms Should I Be Familiar With Before Submitting Records for Reimbursement from a Funding Source? Administrators, Billing SETWorks offers an electronic billing solution. Read the following article to learn about terms and definitions used when ...
Reports - Billing Reports Notes and Errors
The following Reports use activity record data to generate an exact count of units of service that were provided. This article lists configuration issues that cause a message to appear in the errors or notes field on the report. Are you using ...