Difference between revisions of "Print Invoices"

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(Created page with "right File:Menu_printinv.PNG Print Invoices is used to create a paper copy of the invoice that you can then give to the payee. Use the opt...")
 
 
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[[File:helpheader_small.png|right]]
  
[[File:Menu_printinv.PNG]]
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[[File:print_inv1.jpg|400px|alt="the print invoice button in the invoices menu"]]
  
 
Print Invoices is used to create a paper copy of the invoice that you can then give to the payee.  Use the options below to find the invoice(s) you wish to print:
 
Print Invoices is used to create a paper copy of the invoice that you can then give to the payee.  Use the options below to find the invoice(s) you wish to print:
  
[[File:INV_print.PNG]]
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[[File:print_inv2.jpg|700px|alt="the print invoices entry criteria fields."]]
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* '''Customer Name''' - Specify the service users name.
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* '''From Invoice Number''' - If you are looking for a range of invoices enter the lowest invoice number to include.
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* '''To Invoice Number''' - If you are looking for a range of invoices enter the highest invoice number to include.
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* '''Earliest Invoice Date''' - Enter the date of the earliest invoices to include, this use the invoice date set by the Pre-Invoice list.
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* '''Latest Invoice Date''' - Enter the date of the latest invoices to include, this use the invoice date set by the Pre-Invoice list.
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* '''Project''' -  Allows you to specify a certain project or all.* '''All or Unprinted Only?''' - Include Printed, Un-printed or all invoices.
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* '''Number of Copies''' - The number of copies to print of each invoice.
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* '''Paid?''' - Include Paid, Unpaid or both.
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* '''Alternative Invoice Title For Unpaid Invoices''' - Yous can specify an alternate invoice name for unpaid invoices, ie Proforma.
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* '''Exported to Accounts?''' - Choose to include previously exported, not exported or all invoices.
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* '''Client Payment Methods To Exclude From Selection Of Invoices To Print''' - Choose which payment methods to exclude from the print run.
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* '''Suppress Zero Value Invoice Item Lines?''' - Does not add zero value lines to the invoices created.
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* '''Show Client ID and Name on Invoices to 3rd Parties?''' - Adds the service user name and ID if being paid by a 3rd party.
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* '''Order By''' - The print order of the invoices.
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Click the 'Search Now' button to display the invoices, the invoice layout will be based on the [[Invoice Layouts|selected layout]] for the modules.
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[[File:print_inv3.jpg|700px|alt="the print invoices criteria page, including date, project, payment method."]]
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[[File:helpheader_small.png|right]]

Latest revision as of 16:58, 9 February 2024

Helpheader small.png

"the print invoice button in the invoices menu"

Print Invoices is used to create a paper copy of the invoice that you can then give to the payee. Use the options below to find the invoice(s) you wish to print:

"the print invoices entry criteria fields."

  • Customer Name - Specify the service users name.
  • From Invoice Number - If you are looking for a range of invoices enter the lowest invoice number to include.
  • To Invoice Number - If you are looking for a range of invoices enter the highest invoice number to include.
  • Earliest Invoice Date - Enter the date of the earliest invoices to include, this use the invoice date set by the Pre-Invoice list.
  • Latest Invoice Date - Enter the date of the latest invoices to include, this use the invoice date set by the Pre-Invoice list.
  • Project - Allows you to specify a certain project or all.* All or Unprinted Only? - Include Printed, Un-printed or all invoices.
  • Number of Copies - The number of copies to print of each invoice.
  • Paid? - Include Paid, Unpaid or both.
  • Alternative Invoice Title For Unpaid Invoices - Yous can specify an alternate invoice name for unpaid invoices, ie Proforma.
  • Exported to Accounts? - Choose to include previously exported, not exported or all invoices.
  • Client Payment Methods To Exclude From Selection Of Invoices To Print - Choose which payment methods to exclude from the print run.
  • Suppress Zero Value Invoice Item Lines? - Does not add zero value lines to the invoices created.
  • Show Client ID and Name on Invoices to 3rd Parties? - Adds the service user name and ID if being paid by a 3rd party.
  • Order By - The print order of the invoices.

Click the 'Search Now' button to display the invoices, the invoice layout will be based on the selected layout for the modules.

"the print invoices criteria page, including date, project, payment method."


Helpheader small.png