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This text refers to program version 4.0  

Printing Invoices

There are several occasions when you may want to print an Invoice: to view a test print-out to check the Invoice before you finally approve it; to produce a copy for your own files, or to send the original Invoice to the Customer.

To do a test print-out, save the Invoice and then click on the Printer icon in the Button Bar before you approve the Invoice. The Invoice will then be printed with the text "Test Printout" diagonally printed across the page. This is to avoid the test being confused with the final version. As you have not yet approved the Invoice by checking the OK box, you can go back and correct any errors you may find in the printout. This is also true for Credit Notes.

If you want to print a range of final Invoices, follow the instructions below:

1. Select 'Documents' from the File menu or click [Documents] in the Master Control panel. Double-click 'Invoices' in the resulting list.
   

   The 'Specify Invoices' window is shown.
   

   

2. Enter the Invoice Number for a single Invoice, or the highest and lowest Invoice Numbers of a range of Invoices separated by a colon (:). The Status setting is used to control which Invoices are printed.
   

   Unprinted Only
   

   This option ignores any Invoices in the range that have already been printed.
   

   All
   

   Prints all Invoices in the range. Any Invoices previously printed will have the word "Copy" printed diagonally across the page.
   

   Original
   

   This option also prints all Invoices in range. However, any Invoices previously printed will be printed again as though they were original copies, without the word "Copy".

   Use the Invoice Type check boxes to limit your selection to specific kinds of Invoice, as described in step 7 below.
   

3. Press [Run] in the Button Bar to start the printing, or cancel by closing the window.

You can also print a single Invoice by clicking on the Printer icon when that Invoice is shown on the screen. If you want to print to screen, click the Preview icon.

Invoices can also be printed automatically on approval. This is controlled using the Auto Actions setting in the System module.

Whichever method is used, the Form used is determined as follows:

1. Using the Form register in the System module, design the invoice form and name it "INVOICE". Use the 'Properties' function on the Operations menu to assign a Document Type of "Invoice". A sample Invoice Form is supplied with Hansa: this can be modified to suit your requirements.
   

2. Select the Sales Ledger using the Modules menu.
   

3. Click [Documents] in the Master Control panel or select 'Documents' from the File menu. The 'Documents' list window is opened: highlight 'Invoices'.
   

   

4. Select 'Define Document' from the Operations menu.
   

5. In the subsequent window, enter "INVOICE" in the Form field of the first line (you can use 'Paste Special' to ensure the spelling is correct).
   

   

6. Click [Save] to save the Invoice Form definition. From now on, the invoice form that you have designed will be used from the 'Documents' function and from the Printer icon, except as described in step 7 below.
   

7. Repeat the previous six steps in turn for the Cash Note, Credit Note, Interest Invoice and Project Invoice documents. These will be used from the 'Documents' function and the Printer icon instead of the standard Invoice document in the following circumstances:
   

   Cash Note
   

   If the Invoice has Payment Terms of the "Cash" type, the Cash Note document is always used instead of the Invoice document.
   

   Credit Note
   

   If the Invoice has Payment Terms of the "Credit Note" type, the Credit Note document is always used instead of the Invoice document.
   

   Interest Invoice
   

   If the Invoice was created using the 'Create Interest Invoices' Maintenance function, the Interest Invoice document is always used instead of the Invoice document.
   

   Project Invoice
   

   If the Project field on the 'Identifiers' card of the Invoice contains a value, the Project Invoice document is always used instead of the Invoice document.

   In each of the four cases described above, if the document does not have an associated Form (steps 4-6 above), Hansa will give the warning "Can't find document". If you get this warning, check the type of the Invoice before looking to see which document is missing its Form.

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