HansaManuals Home   >> Standard ERP   >> Sales Ledger   >> Invoice Register  

Previous   Next               Entire Chapter in Printable Form               Search  

This text refers to program version 8.1  

Operations Menu - Invoice - Print Cash IN-OUT

This page describes the 'Print Cash IN-OUT' function on the Operations menu in the Invoice record window. If you are using iOS or Android, the 'Print Cash IN-OUT' function is on the Tools menu (with 'wrench' icon).

---

You will usually use the 'Print Cash IN-OUT' command for Invoices that are Cash Notes (i.e. their Payment Terms are of the "Cash" Type), when you need to print a cash receipt for your records and/or for handing to the Customer. There is a legal requirement in the Baltic States to keep printed records of all cash transactions. This function requires the Cash Book module to be present.

You can also print cash receipts in batches. To do so, first change to the Cash Book module using the [Switch Module] button in the Navigation Centre. Then, if you are using Windows or Mac OS X, click the [Forms] button, also in the Navigation Centre, and double-click 'Cash In Invoices' in the 'Forms' list window. If you are using iOS or Android, tap the [Routines] button in the Navigation Centre and then tap [Forms]. Tap 'Cash In Invoices' in the 'Forms' list window. In all cases, enter the Invoice Number (or range of Numbers) that you want to be printed and press [Run].

To specify the Form Template that will be used when you print Cash In Invoices both singly and in batches, follow these steps using Windows or Mac OS X (not iOS or Android):

1. Design the cash document using the Form Template register. Use the 'Properties' function on the Operations menu to .name the Form Template (in this description, we have used the name "CASH_IN_INV") and to assign it a Form Type of "Cash In Invoices".
   

2. Select the Cash Book module using the [Switch Module] button in the Navigation Centre.
   

3. Click the [Forms] button in the Navigation Centre. The 'Forms' list window will be opened: highlight 'Cash In Invoices':
   

   

4. Select 'Define Form' from the Operations menu:
   

   

5. In the subsequent 'Form Definition' window, enter "CASH_IN_INV" in the Form Template field in the first row (you can use 'Paste Special' to ensure the spelling is correct).
   

   

6. Click [Save] to save the Cash In form definition. From now on, the Form Template that you have designed will be used, both from the 'Forms' function in the Cash Book module and when you select 'Print Cash IN-OUT' from the Operations or Tools menu item when viewing an Invoice.

You must save the Invoice before you can use this function, but you do not need to mark it as OK.

---

The Invoice register in Standard ERP:

• Introduction
  

• Entering an Invoice
  

• Entering an Invoice - Examples
  

• Controlling Prices in Invoices
  

• Inspecting Invoices, Marking as OK and Posting to the Nominal Ledger
  

• Nominal Ledger Transactions from Invoices
  

• Error Messages
  

• Printing Invoices
  

• Accruals in the Sales Ledger
  

• Cash Notes in the Sales Ledger
  

• Credit Notes
  

• Operations menu, including:
  
  • OK
    

  • Print Proforma Invoices
    

  • Invoice Status
    

  • Customer Status
    

  • Item Search
    

  • Add Environment Tax
    

  • Change to Base 1
    

  • Connect to Prepayment
    

  • Recalculate Discount
    

  • Recalculate Weight and Volume
    

  • Update Currency Price List Items
    

  • Print Cash IN-OUT
    

  • Send to Fiscal Device
    

  • Edit Instalments
    

  • Resend E-Invoice
    

  • Open NL Transaction
    

  • Manager's Discount Override
    

  • Open Tax Matrix
    

  • Request Approval
    

  • Cancel Approval Request
  
  
• Create menu
  

• Row menu

Go back to:

• Home page for Sales Ledger manual
  

• Home page for Standard ERP manual

Previous   Next   Top            Entire Chapter in Printable Form