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Creating Invoices for Certification Renewals

You can use the Certification Invoice batch process to generate invoices for the certification renewals.

Note: Generate the invoices after you use the certification renewal process to create the invoices. You can generate invoices from the Certification Process or from Reports Central.

To generate renewal invoices to print:

1. In the Certification Renewal window, click Certification Invoice.
2. In the Certification Invoice window, enter search criteria:
3. Customer Name (if you want to create a single invoice)
4. Certification Program Name
5. Application Start and End Dates
6. Certification Effective Dates
7. Certification Expiration Dates
8. To include certificants who have paid the certification fee, select Yes from the Include Fully Paid drop-down list. If you select No, the list will include both customers who have paid and those who have not paid.
9. To include credit card fields on the invoice, select Yes from the Include Credit Card Section drop-down list. If you select No, there will be no credit card section on the invoice.
10. Click Go to run the batch process.