Sales Print Order Entry Invoices window

SalesCS > Sales > Order Entry Tasks menu > Sales Print Order Entry Invoices window

You can print invoices as they are issued, or let them accumulate in the batch and print them all at once. In a sales environment where customers come to the premises to pick up their purchases, you can print the invoices as you enter them.

NOTE: If you use a Plain Paper format, the order type will be printed in the upper right corner of invoices. We recommend that Work Orders and Quotes be printed to Plain Paper so they will be identified as such. To do this, use the Set Up Sales Entry Layout option to edit the Screen Layout, and select the Plain Paper format on the OE Invoices tab.

Print Type

If you have some transactions in the batch for which invoices have already been printed and others for which invoices have not been printed, use this setting to control which invoices print. The following options are available:

• Not Yet Printed (default): use this setting to print only those invoices that have not yet been printed.

• Previously Printed: use this setting to print only invoices that have already been printed. You may want to use this if, for example, you printed a range of invoices and there was a problem with the printer so the invoices were unusable.

• All Invoices: use this setting to print the invoices based on the remaining criteria in the window, regardless of their print status.

Invoice Type

Select which Invoice Type(s) to print. The following options are available:

• Cash Only: only invoices that were tendered with cash, checks, gift cards, debit cards, or credit cards will be printed.

• Charge Only: only invoices that were charged to the customer’s in-house account will be printed.

• Both Cash and Charge: invoices that were tendered using cash, checks, gift cards, debit cards, or credit cards, and invoices that were charged to the customer’s in-house account will be printed.

• Checks Only: only invoices that were paid by check will be printed.

• Credit Cards Only: only invoices that were paid by credit card will be printed.

• Gift Cards: only invoices that were tendered with gift cards will be printed.

• Alternate Tender: only invoices that were tendered using alternate tender, such as coupons, will be printed.

• On Hold Only: only invoices that are marked as On Hold will be printed.

• Work Order Only: only invoices that are designated as Work Orders will be printed.

• Quote Invoices Only: only invoices that are designated as Quotes will be printed.

• Layaways Only: only Layaway invoices will be printed.

• All: use this option to print all invoices that meet the remaining criteria in the window, regardless of the payment type.

Invoice Format

Select an invoice format from the Lookup: Plain Paper, Short, Long, or Laser.

Print From Current / Print From History

Select Print From Current (default) to print invoices from current unposted invoice batches, or Print From History to print invoices from the history file.

Sort By Customer

Select Sort By Customer to sort the invoices by customer, or leave this box unchecked to sort by invoice number. The default for this check box is unchecked.

Group Inventory / Non-Inventory

Select the Group Inventory/Non-Inventory check box to group the inventory and non-inventory items when they are printed on invoices (current or from history). Inventory items will be grouped together and printed first, followed by non-inventory items.

Assign Starting Invoice Number / First Invoice #

This option is available if you did not select On-Line Invoice Numbering on the Sales Order Entry Preferences window Defaults tab or you selected the Override Invoice Number in Print Invoices check box on the Order Entry Preferences General tab.

You can have the system assign invoice numbers sequentially, beginning with a number of your choice. To do this, select the Assign Starting Invoice Number check box and enter the beginning invoice number in the First Invoice # box. This is the best way to assign invoice numbers if you are using pre-numbered invoice forms. If you decide not to use this method, you must assign the invoice numbers as the invoices are entered. The default for this check box is unchecked.

Print Location

Select the Print Location check box to include the location for each stock item on the report. This option is only available if Multi-Location Inventory is installed. The default for this check box is unchecked.

Start and End Ranges: Customer Number and Invoice Number

Enter the starting and ending customer and invoice numbers to print. To print for a single customer number or invoice number, enter the same number in both the Start and End boxes. To include all items in the report that meet the remaining requirements in the window, leave the defaults of Start and End.

Test Print

If you are using invoice format OE0001 - Order Entry Short Invoice Format, OE0002 - Order Entry Long Invoice Format or OE0003 - Order Entry Laser Invoice Format, select the Test Print button to print a sample copy of the invoice to make sure the preprinted forms are aligned properly in your printer. If you are using the Plain Paper invoice format or if you checked the Use a custom report check box, this option is not available.

Use a custom report

This check box is only available if you defined a custom report for this window in Controller. Select this check box if you want to run a custom report instead of the default report. The drop-down is enabled after you select the check box and you can choose the custom report you want to run.