Print Customer Invoices & Credit Memos

1.  Access the Print Invoices & Credit Memos application from the Activities menu or Shortcuts.

2.  The Doc Date field will default to the current date.  Invoices and credit memos that have not been printed that have an invoice date equal to or prior to  Doc Date will be available for printing.

You must also select an accounts receivable account and the document format ID you wish to print. 

3.  Click on Load to see the invoices and credit memos that match the selection criteria for Doc Date, AR Account and Format and are available for printing.

4.  Verify the documents selected for printing.  You may defer the printing of an invoice or credit memo to a later date by deselecting it.  

5.  If you are printing more than one document, click on Save & Preview to save your print selections and preview the invoices and credit memos in a report window on the screen. 

6.  Examine the invoices and credit memos to confirm that they were successfully generated and print the documents.

7.  Close the report window and confirm the results of invoices and credit memo printing. 

8.  Deselect any invoice or credit memo that did not print successfully.

9.  Complete printing by clicking on Confirm to record the printing of the document(s) and remove the document from the list of invoices and credit memos to be printed.  Any documents that are not confirmed will remain in the list of documents to be printed.