https://wiki.barscloud.com/index.php?action=history&feed=atom&title=Invoice_ProcessingInvoice Processing - Revision history2026-04-15T14:08:52ZRevision history for this page on the wikiMediaWiki 1.39.0https://wiki.barscloud.com/index.php?title=Invoice_Processing&diff=519&oldid=prevAngela: 1 revision imported2024-09-18T11:39:23Z<p>1 revision imported</p>
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</td></tr></table>Angelahttps://wiki.barscloud.com/index.php?title=Invoice_Processing&diff=518&oldid=prevBL>Angela at 16:10, 17 September 20242024-09-17T16:10:20Z<p></p>
<p><b>New page</b></p><div>'''Locations'''<br />
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REPORTS > Periodic Procedures > Daily<br />
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REPORTS > Counter Reports > Close of Day<br />
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REPORTS > Management Reports > Accounting<br />
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'''Purpose'''<br />
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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.<br />
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'''Options'''<br />
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: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.<br />
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:Remittance Address – The location chosen will be printed as the location for remitting payments.<br />
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:One Invoice Per Payment/Consolidated By Company – Individual invoices can be printed for each payment, or all payments can be consolidated per company.<br />
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:Print Currency –''' '''If you are using multiple currencies, select the currency you wish to use for the charge amounts.<br />
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:Message –''' '''You can select up to three invoice/receipt messagesInvoice_Receipt_Messages to be printed at the bottom of the invoice.<br />
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'''Buttons'''<br />
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Refresh Invoice List – After you have entered values for selecting records, click on this button to update the browser.<br />
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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.<br />
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'''Data Selection'''<br />
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Invoices are printed by direct bill payment. Payments are selected by the following rules:<br />
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:* The payment is a direct bill type.<br />
:* The payment’s report date is in the report’s date range.<br />
:* The payment’s report location is selected in the reporting list boxes.<br />
:* The payment’s company matches the selected company.<br />
:* The payment is not paid (the date paid is blank.)<br />
:* If the payment is a deposit, then it must be a paid deposit (not authorized.)<br />
:* The payment amount is not zero.<br />
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'''Note''': The report uses the PPGEN invoice print program that is set up in [[Forms Management]]. <br />
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'''Posting'''<br />
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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.<br />
[[Category:Bluebird]]</div>BL>Angela