Printing Customer Invoices

Invoices can be printed individually when originally created, or by calling up the invoice for editing. This is done by clicking Print from the main Customer Invoicing Screen or an individual invoice Edit screen.

Individual invoices and batches of invoices can be printed from the main Invoicing screen. Simply tick the invoices you wish to print by clicking in the “Tick” column of the grid.

After ticking the required invoices, click Print.

You can also elect to tick all invoices dated today, or dated in any other period, by right-clicking the list.

Alternatively, if you’re only printing one invoice, there’s no need to tick it- simply highlight it in the grid, and click Print.

You will then be presented with a list of all the invoice layouts in your invoice layout files.

CashManager’s Customer Invoicing offers a number of standard layouts, including invoice and credit note layouts for each of a “product” type invoice (where the quantity and unit price for each item are shown) and a “professional” type invoice (where just the description and GST-exclusive price for each item are shown), as well as a generic GST-at-end-of-invoice layout and a detailed landscape style invoice. The credit note layouts are identical to the corresponding invoice layout, with the exception that signs are reversed and the words “Tax Adjustment (Credit Note)”. These layouts are user-editable - see Invoice Layouts.

You can also add an invoice message. Previously used messages are remembered, and are available from the dropdown list. Otherwise, enter a one-off message or leave it blank. Standard invoice messages are managed under Customer | Add/Edit Invoice Messages.

Select the layout applicable to the invoice or invoices being printed, and click OK.

Customer invoices can be emailed to customers, individually or in bulk, from the Report Previewer form. To assist with bulk-emailing of customer invoices, there is an option under the right-click pop-up menu to only list customers with email addresses. This assists you with batching up all the invoices that can be emailed into one group.