Printing Transactions
The Print Invoices window lets you generate invoices, debit memos, commitments, chargebacks, credit memos, and adjustments to send to your customers.
You can preview the transactions that will print by selecting the Invoice Print Preview program.
Note: You can also use Consolidated Billing to create a single document that summarizes all of a customer's activity for a specific period. For more information, see: Consolidated Billing.
Prerequisites
To print your transactions:
1. Navigate to the Print Invoices window.
2. Enter the Name of the print program, or select from the list of values. Choose from the following:
Invoice Print New Invoices: Print all transactions that have not been printed previously and have a print status of 'Print'.
Invoice Print Selected Invoices: Print specific transactions, regardless of whether you have already printed them. You can limit your printout by entering a range of dates, transaction numbers, a specific transaction type, transaction class, customer class, installment number, and a specific customer. You can also select to print only open invoices. Receivables does not include any transactions whose print status is 'Do Not Print'.
Invoice Print Batch of Invoices: Print a single batch of transactions, regardless of whether you have already printed it. You specify the batch to print in the Parameters window. Receivables does not include transactions whose print status is 'Do Not Print'.
Print Adjustments: Print specific adjustments to transactions which have not been printed previously and have a print status of 'Print.' Receivables does not include transactions whose print status is 'Do Not Print'.
Invoice Print Preview Report: Preview transactions that would be printed if you chose to print a batch of invoices, new invoices, or specific invoices. This report will list the transactions that would be printed in each case.
3. Enter print Parameters. For example, choose to Order By transaction number, customer, or postal code, enter a Transaction Class or Type, choose to print only Open Invoices, or enter a range of Transaction Numbers to print only transactions matching that criteria. Leave a field blank if you do not want to limit your printout to transactions matching that criteria.
5. To change the default Print Options, enter the number of Copies to print, a printing Style, and the Printer to use.
6. To save the output of this submission to a file, check the Save Output check box.
7. To submit this print program more than once, enter Run Options. You can enter a Resubmit interval, a date and time To Start the resubmission, and an ending date on which to cease repeating.
8. Choose Submit. Receivables displays the request ID for this submission. You can use this number to view the status of your request in the View Concurrent Requests window.
See Also
Understanding Your Printed Transactions
Print Invoice Reports
Transaction Detail Report
Receivables Invoice Print Reports
Printing Statements
Enter transactions