Print invoice

In this procedure you can print invoices and pro forma invoices that have been approved in one of the procedures Review/Approve invoice, Review/Approve pro forma invoice, and Register invoice directly. The procedure can be automatically opened from these three procedures after invoices have been approved there.

In the procedure you can also send approved invoices to your customers. You can use one or several of the following methods:

  • Print the invoices as traditional paper invoices.
  • Send the invoices as PDF files attached to e-mails.
  • Send as e-invoices via Crediflow. Requires that you have the E-invoice option.
  • It is also possible to send e-invoices to a different e-invoice supplier via a plugin for Peppol BIS 3.0.

Text rows that are sub-rows to parts on e-invoices will be exported as an additional text (Note) to the related part row.

Reprints

You can also open the procedure manually to print old invoices, meaning invoices that have already been printed at an earlier time. Reprinted invoices like that are marked with the watermark Reprint by default, but it is possible to deactivate the watermark. When you reprint an invoice, no status etc. will be updated.

With the system setting Recipient of invoice via e-mail is loaded from you decide if the recipient’s e-mail should be loaded from the invoice or from the invoice or the customer register.

Invoice

With this list type you print regular invoices.

Pro forma invoice

With this list type you print pro forma invoices.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.

You can automate the running of this procedure with the Agent option. Read more about The Agent can help make your processes more efficient.