Editing Invoice Processing

'''Locations'''

REPORTS > Periodic Procedures > Daily

REPORTS > Counter Reports > Close of Day

REPORTS > Management Reports > Accounting


'''Purpose'''

The Invoice Processing Report allows you to batch print invoices on plain white paper. Use this report to print invoices that are to be mailed to direct bill customers.


'''Options'''

:Company – You can choose to list contracts for a specific company, or leave this field blank to choose all companies. Click on the binoculars to lookup a company.

:Remittance Address – The location chosen will be printed as the location for remitting payments.

:One Invoice Per Payment/Consolidated By Company – Individual invoices can be printed for each payment, or all payments can be consolidated per company.

:Print Currency –''' '''If you are using multiple currencies, select the currency you wish to use for the charge amounts.

:Message –''' '''You can select up to three invoice/receipt messagesInvoice_Receipt_Messages to be printed at the bottom of the invoice.


'''Buttons'''

Refresh Invoice List – After you have entered values for selecting records, click on this button to update the browser.

Whenever you refresh the browser, the records that are found are automatically selected for printing. Click on a record to deselect it if you do not want an invoice printed for it. Click on it again to reselect the record.


'''Data Selection'''

Invoices are printed by direct bill payment. Payments are selected by the following rules:

:* The payment is a direct bill type.
:* The payment’s report date is in the report’s date range.
:* The payment’s report location is selected in the reporting list boxes.
:* The payment’s company matches the selected company.
:* The payment is not paid (the date paid is blank.)
:* If the payment is a deposit, then it must be a paid deposit (not authorized.)
:* The payment amount is not zero.


'''Note''': The report uses the PPGEN invoice print program that is set up in [[Forms Management]]. 


'''Posting'''

In [[System Settings]] you can select the Invoice Processing Report to post invoices. A "Post to Financials" box appears. Check this box to post the selected invoices.
[[Category:Bluebird]]