File>Customer Orders>Printer Button >Invoice or Acknowledgement Button or File>Customer Orders>Edit>Print>Invoice or Acknowledgement
Invoices to Print
Select from the dropdown menu which format of Invoice/Acknowledgment to use.
Copies
Enter the number of copies for this invoice or acknowledgment.
Invoice Date
The invoice date defaults to the order date. However, that date can be changed to print an invoice using a billing date even though the order may not be delivered and job costed.
A copy of the order or invoice may be printed at any time for any reason, but using the Update Invoice Date selection will cause the Invoice Date to be changed to the date entered.
The "Number of times printed" in the customer order will be updated. (Once an invoice is job costed, the number of times printed will not increment past 1.) The Invoice date may not be changed for job costed orders.
Line Grouping
If using Line Grouping, clicking the down arrow here will allow choosing between not subtotaling by grouping or subtotaling and sorting by either the description or the group number.
Post to Batch
If using Batch Printing, clicking here will add this print job to the batch print queue.
Save “Recordnumber.pdf”
Checking this box will save a copy of the document being printed to the RFMS directory. This file is not part of the database and can be deleted.
Email PDF
Checking this box will automatically open the email system and allow sending a pdf copy of the printed document. If there is an email address in the sold to information of the customer order, it will be automatically entered into the send to address.
Save to PDF History
PDF History is a way to store a document into the sql database using pdf formatting. The entire document is stored directly into a PDF History table in the database.
There is no external file. Therefore it cannot be accidentally moved or deleted.
When viewed it will always be reproduced the exact same way as when it was saved.
Users will easily be able to browse the PDF History and view each.
Preview Invoice
Click here to view a copy of the invoice before sending it to the printer.
Destination
The Windows default printer will appear. Click the ellipsis button to change printers, if needed.
Options
Click the Options button to select various printing functions. See Invoice Printing Options.
Standard Message
Click the Standard Message button to type in a message that will print on all customer invoices. It will remain as entered until changed or deleted. A change may be made from any customer order.
Custom Message
Click the Custom button to enter a custom message to be printed on the body of this invoice or acknowledgment only.
This can be used instead of, or in addition to, individual line entries.
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