Menu Path: Accounts Receivable Invoices Invoice Print
Alternate Menu Path: Customer Service Invoice Processing Invoice Print
Output customer invoices.
Use Invoice Print to print, email, or fax invoices to customers and/or customer contacts. For information on invoice delivery options (print, fax, email), see Creating Invoices FAQ.
Button |
Description |
Exit |
Click this button to close the Invoice Print window. |
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Click this button to output invoices. |
Field or Button |
Description |
Select this check box to print invoices for all reference numbers. This check box is selected by default. |
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Enter the first reference number in a range of reference numbers for which you want to print invoices, or click the Lookup button to select a reference number. This field is only enabled if you clear the All Reference #s check box. |
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Enter the last reference number in a range of reference numbers for which you want to print invoices, or click the Lookup button to select a reference number. This field is only enabled if you clear the All Reference #s check box. |
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Select this check box to print invoices for all entry dates. This check box is selected by default. |
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Enter the first entry date in a range of entry dates for which to print invoices, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Entry Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last entry date in a range of entry dates for which to print invoices, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Entry Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Select this check box to print invoices for all batches. This check box is selected by default. |
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Enter a batch number for which to print invoices, or click the Lookup button to select a batch. If you want to print invoices for a range of batches, enter the first batch number in the range. This field is only enabled if you clear the All Batches check box. |
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Enter the last batch number in a range of batches for which to print invoices, or click the Lookup button to select a batch. If you want to print invoices for a single batch, you can leave this field blank. This field is only enabled if you clear the All Batches check box. |
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Select this check box to print invoices for all customer names. This check box is selected by default. |
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Enter the first customer name in a range of customer names for which to print invoices, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customer Names check box. |
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Enter the last customer name in a range of customer names for which to print invoices, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customer Names check box. |
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Select this check box to print invoices for all customer codes. This check box is selected by default. |
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Enter the first customer code in a range of customer codes for which to print invoices, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customer Codes check box. |
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Enter the last customer code in a range of customer codes for which to print invoices, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customer Codes check box. |
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Select this check box to print invoices for all routes. This check box is selected by default. |
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Enter the first route in a range of routes for which to print invoices, or click the Lookup button to select a route. This field is only enabled if you clear the All Routes check box. |
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Enter the last route in a range of routes for which to print invoices, or click the Lookup button to select a route. This field is only enabled if you clear the All Routes check box. |
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Click this button to display Route List, which allows you to select multiple routes for which to print invoices. If you click this button and select routes, the check box to the right of this button is selected. This button is only enabled if you clear the All Routes check box. |
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Select this check box to print invoices for all posting periods and years. This check box is selected by default. |
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Click the Lookup buttons to select the first posting period and year in a range of posting periods and years for which to print invoices. These Lookup buttons are only enabled if you clear the All Posting Periods check box. |
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Click the Lookup buttons to select the last posting period and year in a range of posting periods and years for which to print invoices. These Lookup buttons are only enabled if you clear the All Posting Periods check box. |
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Select this check box to print invoices for all accounts receivable accounts. This check box is selected by default. |
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Click the Lookup button to select an accounts receivable account number for which to print invoices. This Lookup button is only enabled if you clear the All A/R Accounts check box. |
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Select this check box to ignore the customer invoice method entered in the Invoice Method field in Customer Maintenance. Select this check box if a customer is normally set up to use EDI for invoicing, but you want to print an invoice for the customer. This check box is cleared by default. |
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Select this check box to print invoices for all VAT dates. This check box is selected by default. |
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Enter the first VAT date in a range of VAT dates for which to print invoices. This field is only enabled if you clear the All VAT Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last VAT date in a range of VAT dates for which to print invoices. This field is only enabled if you clear the All VAT Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Select whether to sort output by customer, invoice number, or wave/route/stop. |
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Select this check box if you do not want to print zero amount invoices. If this check box is cleared, invoices are printed even if the total is zero (0.00). This check box is selected by default. |
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Select this check box if you do not want to print pre-bill invoices for bill and hold orders. This check box is selected by default. NOTE This setting is ignored if printing invoices for a batch that includes a bill and hold shipment pick demand. |
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Select this check box to print lines on invoices even if no quantity was shipped for the lines. This check box is cleared by default. |
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Select this check box to include fully cancelled lines on printed invoices. This check box is cleared by default. |
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Select this check box to only print invoices that were not yet printed. |
Field or Button |
Description |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Enter the invoice file name. This field is only available if you select the Email radio button. Note If you leave this field blank for a single invoice, the file name defaults to the invoice number. |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Select this check box to include attachments when emailing, printing, or faxing invoices. Only attachments that are set up to be emailed, printed, or faxed for invoices are included. This check box is only enabled if you select the Printer, Email, or Contact radio button. This check box is selected or cleared by default based on the Include Attachments Default field on the Customer Service tab in User Extended Options. |
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Print Full Heading on All Pages |
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Print Title Line on All Pages |
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This field displays the language for the invoice(s) you are printing. |
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This field is disabled in this window. |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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