Print\Fax\Email Invoices

 

 

How to get there: Program Menu > Accounts Receivable > Print \ Fax \ Email Invoices

 

This selection from the Accounts Receivable Menu allows you to print all the closed contracts at the End of the Day and send to your customer by Printing, Faxing, or Emailing the customer, depending on which option is set up in their customer record. You can preview invoices prior to sending them out.

 

Last Run Date – This shows the last time the invoices were generated. It will include the date and last batch number.

Payment Type – This will allow you to choose Account, Cash or both types of customers.

Include Previous Billed – With this checked, all invoices previously billed in the date range specified will be listed.

Store to Report – This option selects which store to print invoices from.

Print All Invoices – With this box checked all invoices will print.

Send via Email – This checked will include any customers that are marked to email through their customer record.

Send via Fax – This checked will included any customers that are marked to fax through their customer record.

Print – This checked will include any customers that are marked to print or as default in their customer record.

Settings – Allows you to set how the invoices print out at the end of the day. You can set Standard Messages, Email Set Up. Include Finance Charges, Auto Generate at End of Day and enter a message to be sent with invoices.

Preview – This allows you to preview the invoices prior to sending them out. Once you have previewed them, select generate to send out invoices.

*Notes: You can send invoices to multiple individuals by adding Accounts Payable to the Department field under the contacts tab, in the customer record.