To print an Invoice (that has already been created), click Invoice in the shortcut menu, then click Print Invoices.
The Print Invoice form prints invoices that you created in the Create Invoices form.
The Print Invoice form has the following prompts:
| Select Invoice: |
| Select the Invoice (by date) to print. |
| View button |
| Click View to view a print image of the invoice. This will display the invoice in the report viewer form. |
| Print button |
| Click Print to print the invoice. |
| Email button |
|
Click Email to email the invoice. The invoice will be sent as a PDF file attachment to the email address that you enter for the customer in the Edit Customer form. You specify the customer for this job in the Edit Job form. |
| Edit Button |
| Click to edit the merge document template. This takes you to the Setup Merge Documents form. |
| Export Button |
| Click to export the merged document to an .rtf text file. You will be able to edit (and cut and paste from) this file using MS Word. |
| Exit button |
| Click Exit to close the form. |
The printed invoice includes the following information:
| Bill To: |
| The owner's name and address, set in the Edit Job form. |
| ...Job Site: |
| The job site address, set in the Edit Job form. |
| For PO: |
| Displays the Customer PO that you enter in the General tab of the Edit Job form. |
| Terms: |
| The invoice payment terms, set in the Edit Job form. |
| Item |
|
The name of the job item. Note: If the item name is preceded by an asterix (*), this means that the item has a change order, and that the change order will be printed following the list of the invoice items and total. |
| Status |
| The status of the job item. |
| Count |
| The job item count. |
| Unit |
| The job item count unit. |
| Amount |
| The job item amount, including markups. |
| Invoice Total: |
| The invoice total. |