We moved!
Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!
Use the Invoices tab to select the customer invoices to print. The invoices that are available for selection in this screen include all unprinted invoice and credit memo transactions that were entered in the Actions > Enter Invoices screen and all unprinted finance charges assessed in the Assess Finance Charges screen.
Choose File > Print Accounts Receivable Forms. The Invoices tab is selected by default.
Fields & buttons
The grid in the Invoices tab includes three tiers — client, customer, and transaction type. By default, all tiers are collapsed when you first open this screen.
- Client ID / Client Name. (Read only)These fields display the ID and name of the clients with unprinted transactions available to print.
- Sort Order. (Required) Select the order in which you want to print the transactions on the invoice — by Customer ID, Customer name, Date, Due date, or Reference number. By default, Accounting CS uses the sort order selected for the client in the Forms Processing section of the Accounts Receivable tab of the Clients screen. But you can select a different sort order for this print session.
- Layout. (Required) Select the appropriate layout to use when printing invoices for this client. By default, Accounting CS uses the layout selected for the client in the Forms Processing section of the Accounts Receivable tab of the Clients screen.But you can select a different layout for this print session.
- Amount Selected. (Read only) This field displays the sum of all transactions selected to print for the client.
- # Selected. (Read only) This field displays the total number of transactions selected to print for the client.
Mark the checkbox next to a client to print all invoices for all customers for that client.
Click the plus (+) sign next to the clients for whom you want to print forms. The grid expands to display the customers with invoice, credit memo, and finance charge transactions available for printing. All fields in this tier are read only.
- Customer ID / Customer Name. These fields display the ID and name of the customers with unprinted invoice, credit memo, and finance charge transactions.
- Amount Selected. This field displays the sum of all transactions selected to print for the customer.
- Number Selected. This field displays the total number of transactions selected to print for the customer.
Mark the checkbox next to a customer to print all invoices for that customer.
Click the plus (+) sign next to the customers for whom you want to print forms. The grid expands to display the invoices that are available to print for that customer. All of the fields in this tier are read only. The data in these fields were entered in the Actions > Enter Invoices screen and the Assess Finance Charges screen.
Mark the checkbox next to each invoice that you want to print.
Accounting CS
