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Access this window using one of the following methods:
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Select Sales Order Main menu > S/O Invoice Data Entry. In S/O Invoice Data Entry, click the Print button.
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Select Sales Order Shipping menu > S/O Invoice Printing.
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Select Sales Order Shipping menu > Shipping Data Entry. In Shipping Data Entry, create the shipping entry and then click the Print button.
This task is available from the Shipping menu only if the Enable Shipping check box is selected in Sales Order Options.
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When accessed from the Sales Order Main menu, S/O Invoice Printing uses information entered in Invoice Data Entry to print invoices, credit memos, and debit memos that can be mailed to your customers. Each invoice type can be printed separately. Invoices can also be printed by batch if batch entry is selected in Sales Order Options. Invoice forms can be modified as necessary. You can print invoices to multiple locations and on multiple forms. Selected invoices are printed only if the Print Invoices check box is selected in S/O Invoice Data Entry.
When accessed from the Sales Order Shipping menu, S/O Invoice Printing prints information entered in Shipping Data Entry.
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You can select the invoice type and enter a range of shipping/invoice numbers, warehouse codes, and user-defined fields (UDFs) to print.
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If the Job Cost module is integrated with Sales Order, you can enter a selection of job numbers to print.
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If you have invoices with credit card or ACH payment transactions, the invoice balance will reflect the payment.
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If the Customer Relationship Management module is set up, you can print the Sage CRM user, company, opportunity, and person information on invoices.
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Warehouse codes can be selected only if the Require Multiple Warehouses check box is selected in Inventory Management Options. Invoices can be sorted by invoice number or warehouse code. You can print bill option codes, reprint invoices, and print comments entered on the Lines tab in one of three formats. You can also type a message containing up to two lines to print on selected invoices.
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During the batch print and update phases, other batches can be accessed for data entry and editing; however, only one user at a time can print and update the Sales Journal.
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The third address line for bill-to and ship-to addresses is not printed on preprinted forms. To enable printing of the third address line, see Print a Third Address Line on Preprinted Forms.
Note When printing an invoice that includes multiple sales orders, the order date for the first order selected prints on the invoice.
If the Use Sage Data Cloud for Invoice Printing check box in Customer Maintenance is selected for a customer, the customer's invoices will not be printed during this process; however, they will still be updated to the general ledger.
You can save settings in this window by creating a new form code. Changes to settings for the STANDARD form code are not saved when you close the window.
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