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Printing and processing invoices

Menu paths

  • Invoice ➔ Entries ➔ Print / Process
  • Invoice ➔ Entries ➔ Invoices
  • Invoice ➔ Entries ➔ Direct invoices
  • Order ➔ Entries ➔ Print / Process
  • Projects ➔ Entries ➔ Print invoices 

Introduction

Invoices and/or credit invoices (also known as credit notes) that have been created need to be printed to be sent to customers and processed so that financial entries can be made to the defined journals in the system. The invoices can be sent to the customers by hand, post, or e-mail, and are legal documents that serve as references for both sides whenever issues concerning the items ordered and delivered arise.

You can print one invoice or multiple invoices simultaneously. You can also print more than one copy of an invoice in several layouts to cater to different purposes. This is possible by selecting the Use multiple layouts check box at System ➔ General ➔ Settings, in Invoice settings under the Print section to enable the multiple layout functionality. You can then create the layouts at System ➔ Logistics ➔ Layouts ➔ Multiple layouts for invoices. For more information, see Creating and maintaining collective layouts for logistics.

In some cases, invoices need to be authorized before you can process and print them. You can define whether the authorization process is mandatory or not at System ➔ General ➔ Settings, at Invoice settings. For more information, see Authorizing invoices.

What version are you using?

The information in this document is applicable to product update 410 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I print multiple invoices and/or credit notes?

  1. In the Print invoices screen, define the search criteria.
  2. Select Printer at Output.
  3. Select the required printer from the list of options displayed.
  4. Click Process.

Keep in mind: All fields with the “!” icon are mandatory.

How do I print sales invoices, sales credit notes, and/or penalty invoices?

  1. In the Invoices screen at Invoice Entries Invoices, define the search criteria.
  2. Click Search.
  3. Select a sales invoice, sales credit note, or penalty invoice, and click then Open.
  4. Next, click Processed in the process flow.

Keep in mind: All fields with the “!” icon are mandatory.

How do I print direct invoices and/or credit notes?

  1. In the Direct invoices screen at Invoice ➔ Entries ➔ Direct invoices, define the search criteria.
  2. Click Search.
  3. Select a direct invoice or credit note, and click then Open.
  4. Next, click Processed in the process flow.

Keep in mind: All fields with the “!” icon are mandatory.

How do I print invoices linked to specific projects?

  1. In the Print invoices screen at Projects ➔ Entries ➔ Print invoices, define the search criteria.
  2. Click Refresh.
  3. Then, select an invoice and click Print.

Keep in mind: All fields with the “!” icon are mandatory.

How do I preview or print Giro collection slips for selected invoices?

  1. In the Print invoices screen, define the search criteria. 
  2. Click Giro
  3. In the Print giro collection slips screen, click Print.

How do I preview invoices?

  1. In the Print invoices screen, define the search criteria. 
  2. Click Preview.

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 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.299.393
 Assortment:  Date: 26-09-2022
 Release: 402  Attachment:
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