Printing invoices and credit memos
Invoices must be in an
edited status to be eligible for printing.
- Select Invoice And Register Print.
- Select a Company or Company Group. You cannot select both.
-
Specify this information:
- Invoice Cutoff Date
- Select a cutoff date to view shipment-related invoices that have dates up to a specific date.
- Number of Days
- Select Add or Subtract to add or subtract a specific number of working days from the current system date. Specify a number in the second Number of Days field to indicate the number of days from the current system date.
- Print Option
- Select a print option to filter the printing
selection. This list shows the options:
- Credit Memos Only
- Invoices Only
- COD Invoices Only
- Invoices and Credit Memos
- Invoice Form Required
- Select whether to print the invoice as-is or print the invoice on an invoice form.
- Standard Comment Code
- Select a standard comment code for this invoice print. Comment text is displayed at the bottom of each printed invoice.
- Number of Alignments
- Specify the number of alignment forms to be included on this print. This option can print a practice invoice to verify the forms are correctly aligned in the printer.
- Reprint Invoice Range
- Specify the reprint invoices prefix and the invoice number range.
- Print EDI Invoice
- Select whether to print an invoice for a customer that is designated as an EDI customer.
- Invoice Form Type
- Select an invoice form type.
- File Name
- Specify a file name.
-
In the Report Distribution section, select a distribution list and
an export type for these reports:
- Invoice And Register Print Report
- Billing Invoice Form
- Billing Invoice Register
- Billing Invoice Form Data
- Click Submit.