Printing Invoice Registers

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Printing Invoice Registers - IVC 6

Special Considerations for Preliminary and Final Invoice Registers

This function, accessed via option 6 of the Invoicing Menu, allows you to print all the invoices on your system, or you can customize the register to only show certain exception invoices.

1. From the main menu, select option 6 - Print Invoice Registers. On the screen that appears, choose one of the three register formats:

Summary - Summarizes the requested invoice information. Use this format to get basic information (invoice number, company/account number, order number, billto account, and GP% information) about the specified invoices.
Detailed - Builds on the summary format to provide detail lines on an invoice. Some of the additional columns include: warehouse, unit price and cost, and extended cost. This version checks and highlights the following conditions:

— taxable customer that was not charged tax

— of a customer's normal terms were overridden

— A COD or cash customer with a non-COD invoice

— display the salesperson listed on the order header on the invoice register.

Exception - Shows special invoicing situations such as price overrides or high and low margin invoices.

2. The following screen displays if the Summary option is taken. The screen is essentially the same if either the detailed or the exception options are taken.

3 If you choose option 1 to run the register only for today’s invoices, the next screen to appear presents you with several sorting options. If you choose option 2 to run the register for a date span, a parameter selection screen appears.

4. Use the Report Parameters screen to customize the register as needed. Not only can you enter a date range but you can also limit the report in other ways (i.e., by state or salesperson).

Note: To select all the invoices on your system, leave the fields blank and press Enter.

5. The next screen lets you choose a company to run the register for. Enter the company code and press Enter.

6. The next screen in the series presents you with several sorting options.

7. Select a sorting option and press Enter.

Note: A preliminary invoice register prints when you take the option to print invoices. It displays all invoices billed for the day. Night jobs create a summary final invoice register showing all invoices billed for the day.

Special Considerations for Preliminary and Final Invoice Registers

If an invoice falls into one of these two categories and has a balance due, the balance due will show on the summary version of the Invoice Register.