Sales Order > Advance Billing > Print Advance Bill

The Print Advance Bill function allows you to print an advance billing for your customers even before the sales order is shipped. The advance bill document facilitates the billing process for your customer.

Note: You can specify printing options for advance bills in the Printing page of the SO Module Setup function..

To print advance bills, perform the following steps:

1.Access the Print Advance Bill function from the Documents group in the Reports main menu of the Sales Order module.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field.

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

5.In the Report Configuration area, define the report filters. Depending on the Sort By option you choose, you may mark the Individual checkbox if you want to generate the report for a single invoice, sales order or customer, and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.

6.Mark any or all of the following checkboxes:

oShow Total Tax Amount Only

Mark this checkbox if you do not want to show the separate GST and PST amounts in the report. This option is available only for Canadian country tax companies.

oSuppress Background Color

Mark this checkbox if you do not want to print the report’s background color.

oShow Credit Card #

Select this option if you want to display the credit card number in the report; however, only the first four (4) and the last four (4) digits will be displayed and the rest of the credit card numbers are masked.

7.If you are printing more than one advanced bill, select one of the following options:

•Printed and Unprinted Advanced Billings

•All Unprinted Advanced Billing

•All Printed Advanced Billing

8.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Print Advance Bill function also provides you with flexibility to perform the following:

•Set up user-defined sort option

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oCustomer #

AccountMate displays the Customer Profile when you double-click the customer # in the report.

oItem #

AccountMate displays the Item Profile when you double-click the item # in the report.

Print Advance Bill

Print Advance Bill

See Also