Accounts Receivable > Invoice

The Print Invoice function allows you to print invoices for your customers. An invoice document is given to customers to bill them for goods or services rendered.

Note: You can also define other printing options for your invoice in the Printing page of the AR Module Setup function.

To print an Invoice, perform the following steps:

1.Access the Print Invoice function from the Documents group under the Reports main menu in the Accounts Receivable 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 desired report filters. Mark the Individual Invoice # checkbox if you want to generate the report for a single invoice; otherwise, mark the appropriate checkboxes and enter the appropriate filters in generating the report.

6.Mark any or all of the following checkboxes:

oInclude Unpaid Invoices Only

Mark this checkbox if you want to include in the report only the invoices that are not yet paid or that are partially paid.

oInclude Voided Invoices

Mark this checkbox if you want to include invoices/sales returns that have been voided in the system.

oPrint "Paid-In-Full" on paid Invoices

Mark this checkbox if you want to display the phrase "Paid In Full" on fully paid invoices.

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.

oShow current backorder items on same SO

Mark this checkbox if you want to show in the report the backordered line items from the same sales order number.

oShow Serial #

Mark this checkbox if you want to show on the report the serial numbers assigned to the inventory items.

oShow Lot #

Mark this checkbox if you want to display on the report the lot numbers assigned to the inventory items.

oShow Kit #

Mark this checkbox if you want to display on the report the kit numbers assigned to the kit inventory items.

oSuppress Background Color

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

7.Select any of the following options for which you want to print:

•Invoices and Sales Returns

•Sales Invoices Only

•Sales Returns Only

8.If you are printing more than one invoice, select one of the following options:

•Printed and Unprinted Invoices

•All Unprinted Invoices

•All Printed Invoices

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

Note: When the ClickToPay feature is enabled, a web link with the text "Click here to pay online" is available in ClickToPay invoices. Clicking this link will direct you to the invoice's URL.

The Print Invoice 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.

Print Invoice

Print Invoice

See Also