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Generating and printing invoices for sales orders and service orders

Menu paths

  • Order ➔ Entries ➔ Print / Process
  • Service ➔ Entries ➔ Service orders

Introduction

The Print: Sales orders screen allows you to print the delivery notes, send the delivery notes to the debtor by e-mail, and generate and print invoices. You can access this screen by clicking Print from the Print /Process screen or Service orders screen.

However, invoices can be printed only if authorization of invoices is not required. If authorization of invoices is required, you can only generate the invoices. The invoices can then be printed at Invoice ? Entries ? Print / Process after the generated invoice is authorized.

What version are you using?

The information in this document is applicable to product update 404 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I generate and/or print the sales order invoice?

  1. In the Print / Process screen, define the search criteria.
  2. Select the Sales order option in the Selection section.
  3. Click Search.
  4. Select a sales order in the overview.
  5. Click Print.
  6. Define the fields.
  7. Click Start.

How do I generate and/or print the service order invoice?

  1. In the Service orders screen, define the search criteria.
  2. Click Search.
  3. Select a service order in the overview.
  4. Click Open.
  5. Click Print in the process flow.
  6. Define the fields.
  7. Click Start.

How do I preview the sales order invoice?

  1. In the Print / Process screen, define the search criteria.
  2. Select the Sales order option in the Selection section.
  3. Click Search.
  4. Select a sales order in the overview.
  5. Click Print.
  6. Define the fields.
  7. Click Preview.

How do I preview the service order invoice?

  1. In the Service orders screen, define the search criteria.
  2. Click Search.
  3. Select a service order in the overview.
  4. Click Open.
  5. Click Print in the process flow.
  6. Define the fields.
  7. Click Preview.

Fields

Buttons

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 16.901.614
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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