Generating A/R Invoices

  1. Select Administration > Reports > Accounts Receivable > A/R Invoice.
  2. Specify this information in the Report Parameters section:
    Property
    The property for which the report is generated. The application defaults this value.
    Note: You can modify this value.
    Batch ID
    The batch ID number of the invoices. The report includes all the invoices from the specified batch when the Invoice ID is blank.
    Account ID
    The ID of the account for the invoice.
    Note: When From Invoice Number and To Invoice Number are specified the application filters invoices which are for the Account ID.
    Invoice ID
    The ID of the invoice that is printed.
    From Invoice Number
    The starting invoice number from which the invoices are printed.
    To Invoice Number
    The last invoice number of the printed invoices.
    Print Format
    The print format of the invoice. By default, the format is Transaction Code Summary.
    Note: You can modify the print format.
    Output Format
    The output format for the invoice. By default, the format is PDF.
    Note: You can modify the output format.
  3. Specify this information in the Report Parameters section:
    Print Batch Summary
    If this check box is selected, the application prints only the first summary page. The invoices are not printed.
    Include Batch Summary
    If this check box is selected, the application prints the Batch Summary page and the invoices. The accounts of the invoices are included in the summary page.
    Group By Transaction Type
    If this check box is selected, the application prints the charge details based on the selected print format. Based on the Transaction Type the invoices are grouped and totaled.
    Include Payments
    If this check box is selected, the application prints the details of all the payments or credits associated with the invoice.
    Show Credit Card Details
    If this check box is selected the invoice includes the number and expiration date of the credit card when the Pay Type is set as Credit or Debit.
    Note: 
    • By default, this check box is selected.
    • Except the last four digits, other numbers of the credit card are masked.
    Print Transaction Comments
    If this check box is selected, the comments of the transactions are also printed after the Transaction details.
  4. Click Print Preview to print the report.
    Note: 
    • You can select the sort options in the Sort By section. The available options are:
      • Account Name
      • Account Number
      • Account Type
      • Invoice Number
    • By default, the invoices are sorted based on the Account Number.