Printing Invoices
The Invoicing option allows you to print invoices and credit invoices.
The following information will print for each invoice.
Header Information
- Invoice or Credit – This field displays the current order type as invoice or credit and the word "New" since this is a new invoice or credit invoice
- Date – The invoice date
- Terms – The terms associated with this invoice
- Order – The order’s reference number
- Shipped – The order’s ship date
- SP – The associated sales rep ID
- Bill To – The bill-to name
- Ship To – The ship-to name/information
- Reason – The credit order reason, if the order is a credit order.
Line Item Information
The fields will print on the invoice based on the "What prints on" options for invoices in Shipping Options and item info tags. The invoice format selected in Shipping Options – Forms determines how the pre-printed and forms management version will print; however, the same information will print, just with a different style. The basic layout is:
- The shipped quantity of the item based on the ordering unit of measure or item pack
- The item pack unit ordered
- The item code
- The item description
- The item pack unit description
- The shipped quantity based on the items' invoicing unit of measure
- The invoicing unit of measure
- The extended price
- The grand total of the order.
After the invoices are posted, a list of the invoices can be printed in the following reports:
For more information on the Invoicing option see Invoicing.
Security Required : Receivables - Invoicing