Printing Invoices, Packing Slips, Sales Orders, & Acknowledgements

You print customer invoices, packing slips, quotations, acknowledgements, envelopes, and packing labels from the same Sales Order browse you use to create and edit them.

Each of these forms may be customized to fit your business using our Forms Design Service. Contact us for more information.

You can print only the currently selected record or press <Ctrl+Spacebar> to tag the records you wish to print. To begin printing, press the [Print] button and choosing the type of form to print.

Each tagged item has a memory. If you tag several items but then wish to print them at a later time, you can do so. The system remembers which items were tagged so you can come back and print them later.

Acknowledgements, Packing Slips And Releases

When you print any of these type of documents, you automatically chanee the status of the Sales Order as follows:

Invoices

If you have elected to print invoices, open orders with shipped items plus previously printed, but unposted invoices appear together. If an order has not be invoiced, it will have a blank field in the INVOICE column of the browse. When an open order is printed as an invoice, the program will automatically convert the order with shipped quantities into an invoice and then print them. So printing an invoice does three things:

• Converts an order with shipped quantities into an invoice and assigns it a unique and sequential invoice number. Orders with no items showing shipped quantities cannot be invoiced.

• Prints the invoice in its proper numerical sequence. Keep in mind that customer balances, stock levels, and other accounting information are updated immediately.

• Generates the appropriate accounts payable and general ledger entries.

If you have the option RECEIVE Custom Purchase Orders After Invoicing checked in Setup Sales Order Options then the purchase order for non-inventoried items will automatically be marked as received and the entries posted to A/P as a new bill.

If you are printing an invoice for a Summary Billing customer you will need to print these one at a time (using the Current Record option). In other words you cannot use the Print All Tagged option from the Print Options window for Summary Billing customers.

REPRINTS AND CORRECTIONS

You may re-print an invoice as many times as you like, however an order may not be edited once the invoice has been printed. It is assumed that once an invoice has been printed, with a unique invoice number, that it has been examined and found to be accurate. If not, an invoice may be voided from the system at any time. A printed invoice may not be edited. This prevents the existence of multiple copies, each with different information. If you need to make corrections, see the section on Special Cases in Sales Orders.

LABELS AND ENVELOPES

You can also print continuous mailing labels or envelopes for each tagged Sales Order. This can be useful for users who do not use windowed envelopes in which the billing address shows, or those who wish to print envelopes directly. Selected items print the bill-to (customer) address only.

Labels    3″ x 15/16″ standard 1 across continuous labels

Shipping Labels  Avery #5164 3½ x 4″ laser labels. These print 2 across by three down per page.

Envelope   Standard #10 envelope. Prints in landscape mode with manual feed for each envelope.