Generating Advance Invoice

  1. Select the Accounting Entity name and service type from the Subscriptions list.
  2. Click LAUNCH.
  3. Click ROUTINES.
  4. Under Statutory Reports, select Advance Invoice Report from the list. Click LAUNCH.
  5. Specify this information:
    Select Filter
    Select either Invoice Number or Invoice Date.
    Location
    Select the specific location listed on the invoices.
    Invoice Year
    This field is only visible if you selected Invoice Number in the Select Filter field.

    Select the year the invoice was generated.

    Invoice Number
    This field is only visible if you selected Invoice Number in the Select Filter field.

    Select the sales invoice range.

    Invoice Date
    This field is only visible if you selected Invoice Date in the Select Filter field.

    Select the start/end dates for the period to be reported.

    Mark as a Copy
    Select this option to print the word "COPY" in the Header element of the output.
  6. Click Generate Report.
  7. At the confirmation prompt, click OK.
    The report request has been submitted, and the output is sent to your email.