1. Using Receivables Credit to Cash
  2. Print Transactions

Print Transactions

You can't view the invoice and credit memo of a transaction unless you print the transaction from the Receivables application.

You may want a printed copy of your transactions, let's say for maintaining records. To print a transaction again:

  1. On the Account Overview page, do one of the following:

    • Select the transaction number to open the transaction.

    • Select the checkbox against the transaction.

  2. Click Print.

To print invoices only:

  1. On the Account Overview page, select the Invoice infotile.

  2. Select the invoice number to view a copy of the invoice before printing. You can also select the checkbox against the invoice.

  3. Select Print.

To print credit memos only:

  1. On the Account Overview page, select the Credit Memos infotile.

  2. Select the credit memo number to view a copy of the credit memo before printing. You can also select the checkbox against the credit memo.

  3. Click Print.

Print Multiple Transactions

Select multiple transactions on the Account Overview page to print them together. Bill Management creates a ZIP file that contains a separate PDF file for each transaction that can be printed.

Before you start

These points must be considered:

  • The AR_STORE_PRINTED_TRANSACTIONS lookup code must be enabled under the AR_FEATURES lookup type.

  • The Print Receivables Transactions process must have been run for the applicable business units and transaction range.

  • The Print option in Manage Bill Management System Options must be set to Allowed for the applicable business units.

These prerequisites aren't required when you print a single transaction.

For bulk printing:

  1. On the Account Overview page, select the transactions that you want to print.

  2. Select Print.

  3. Download the generated ZIP file.

The ZIP file contains an individual PDF file for each selected transaction that meets the bulk-printing prerequisites.

The print log shows:

  • The number of transactions selected.

  • The number of transactions printed.

  • The number of transactions that weren't printed.

A selected transaction isn't included in the ZIP file if it doesn't meet the bulk-printing prerequisites.