Dental Lab Customer & Production Management

Adhoc Print Invoices

Adhoc Print Invoices

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Adhoc Print Invoices

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Usage:

This option allows users to select a collection of specific invoices to print or email them to the customer.

 

Please Note:  If sending an email, the Adhoc forms need to be defined in Lab settings along with the Lab template set for the Adhoc emails.

 

 

Navigation: Customer menu located at the top of the toolbar > Find the customer for which you want to print Invoice > Click on Customer  in the upper menu bar > Accounting > Adhoc Print Invoice

 

V14 - adhoc print invoices

Adhoc Print Invoice navigation

 

Following form is displayed:

V14 - adhoc print invoices - form

Adhoc Print Invoice form

 

1.Show Invoices From ... To ... - select the date range to display invoices

2.Select Customer or Billing Account. Customer is already populated with the customer you have previously selected but you may change it by clicking on V9 - Edit - short button

3.Select Invoicing Lab

4.Enter E-mail address if you wish to send the Invoice trough e-mail

5.Click on V9 - find invoices

6.Select All or individual Invoices

7.Next there are two different formats that are provided to choose from:

Invoice List - This list is a statement style list of invoices on one page

Invoice Form - This list is the actual invoice form similar to option for combined invoices.  

8.Process Options:

Print

E-mail

Print & E-mail

9. When Printing, View on Screen first - when enabled allows users to view the selected print prior to sending to the default printer.

10.Click V9 - Process 2

 

See also:

Accounting