Anchor
servicemanagement_printing_and_p_7563 servicemanagement_printing_and_p_7563

Anchor
servicemanagement_printing_and_p_1599 servicemanagement_printing_and_p_1599

Printing invoices Documentation Reviewerinvoices

Once all costs have been added to an invoice, you can print the invoice. Invoices can be printed individually or by batch. For information on batch printing invoices, see Batch printing invoices and credit memos.

•  Documentation Reviewer

1. Choose Cards > Service Management > Service Manager.
2. Select a customer and choose the History indicator.
3. Double-click a call.
4. Choose Invoice.
5. Choose Print and select an invoice format.
6. Choose a print destination and choose OK. There are eight modifiable invoice formats. The credit memo format is modifiable and is used when printing credit memos. The GST invoice format is used with GST.
   • Invoice 1Only cost fields with costs entered are shown.
   • Invoice 2This invoice is similar to the first format except the itemized costs are double-spaced.
   • Invoice 3The invoice description is printed below the "Description of Work Done" subtitle. If the Signature Multicurrency Management module is registered, invoice 3 is modified to print the originating amounts if your transaction is in the originating currency. If your transaction is in the functional currency, invoice 3 will print the functional amounts. See Multicurrency management module.
   • Invoice 4This is a two-page invoice. The invoice description is printed below the "Description" subtitle. If no cost was added for a cost category, $0.00 is listed. The second page lists the tax detail for each cost category, the total tax, and total invoice amount If the Signature Multicurrency Management module is registered, invoice 4 is modified to print the originating amounts if your transaction is in the originating currency. If your transaction is in the functional currency, invoice 4 will print the functional amounts. See Multicurrency management module.
   • Invoice 5The invoice description prints in the center of the invoice. Below the description are the cost totals without descriptions for equipment, material, labor, subcontractor, and other costs. If no cost was added for a cost category, $0.00 is listed for that category.
   • Invoice 6The invoice description is printed in the center of the invoice. Below the description are the cost totals without descriptions for equipment, material, labor, subcontractor, and other costs. If no cost was added for a cost category, $0.00 is listed. The comments are double-spaced below the total sales tax and invoice total.
   • Invoice 7This invoice format omits the individual cost totals and prints just the total sales tax and total invoice amounts.
   • Invoice 8This invoice style subtotals on cost codes. Labor also subtotals by job title and pay code.

...