Print invoices

The Print Invoice button on the Bill Schedules window is a shortcut to open the Report setup window to print invoices for a selected bill schedule. Invoices cannot be printed from the A/R Records window.

• Invoices may be printed for just one bill schedule at a time.

• Invoices are numbered sequentially in 5 digits with a 2 digit prefix indicating the fiscal year.

• Invoices will be printed to a PDF file which can then be printed to a printer. As an alternative, you may email the appropriate page(s) of the PDF to individual customers.

Print the invoices from the Bill Schedules window

1. Select Bill Schedules from the Accounts Receivable menu, and the Bill Schedules window opens.

2. Check the box beside the schedule for which you want to print invoices.

3. Click the Print Invoices button at the bottom of the window, and the Report setup window opens with Print Invoices/Credit Memos already selected. The setup window also defaults the cycle and bill schedule for which to print invoices.

4. Change setup parameters as needed, and click the Generate Report button. The Save As dialog opens.

5. Enter a file name, navigate to the location where you want the PDF file to be saved, and click OK.

After printing invoices may be reviewed and acted on in the A/R Records window.

Print the invoices from the Reports window

1. Select Reports, then Print Invoices/Credit Memos, from the Accounts Receivable menu,  and the Report setup window opens.

2. Select the bill schedule to print and edit the other parameters as needed.

3. Click the Generate Report button. The Save As dialog opens.

4. Enter a file name, navigate to the location where you want the PDF file to be saved, and click OK.

Invoices may be reviewed and acted on in the A/R Records window.

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