1. To begin, click on the 'Batch Lists' link under the Reporting Tab.
----------------------------------------------------------------
2. From the batch list, find the batch you want to edit, and click anywhere on the line to open.
----------------------------------------------------------------
3. Click on the Start Batch Import button to continue.
----------------------------------------------------------------
4. Click on the 'Step 1 - Transaction Check' button
----------------------------------------------------------------
5. Click on the 'Step 2 - Batch Analysis' button
----------------------------------------------------------------
6. Once the analysis is done, scroll down to the Batch Transactions - Analysis Results, and click on Create a Group.
----------------------------------------------------------------
7. Choose the Dock Location you want to batch the fuel.
** Please Note ** If you don't have a dock location in the system, you'll need to add one by clicking on the blue 'Add Filter' button as seen above. Enter the dock name and the 'DS-' number in the form below. When complete, click on the 'Save Filter' button
----------------------------------------------------------------
8. Under QuickBooks Options, select the second option - 'Apply Payment to an Invoice'
----------------------------------------------------------------
9. Select the Member Name you want to generate the invoice under.
** Please Note ** It's recommended that you generate the specific dock name under your QuickBooks Members/Customers List to help reference.
----------------------------------------------------------------
10. Click on the 'Add New Invoice' button to create a new invoice for the dock transactions.
** Note ** You can get the total on the fuel for the day by referrencing the filtered amount highlighted under the transactions.
----------------------------------------------------------------
11. Select the newly created invoice from the Drop Down list.
----------------------------------------------------------------
12. Finish by clicking on the 'Create Group' button.
