Accounting AR

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Print and Post Invoices

Print and Post Invoices

Method 1:

1. Workflow Menu > Accounts Receivable > Invoices to Print bucket.  The Invoices to Print Queue will open
2. Highlight one or more Unposted Invoices
3. Click on the Print icon and select “Print selected Invoices using specific form”
4. A confirmation window will open.  When you click the Yes button, a Print Options window will open
5. Select your desired Print Form, Print Destination, Print Format
6. Click the Print button, review Print form and close
7. Confirm that the Invoice printed correctly in the Ready to Post window that appears
8. The Posted flag on the Invoice will now be checked and the posting will appear on the AR Journal tab

Method 2:

1. Accounting Menu > Accounts Receivable > Print Invoices.  The Invoices to Print Queue will open
2. Highlight one or more Unposted Invoices
3. Click on the Print icon and select “Print selected Invoices using specific form”
4. A confirmation window will open.  When you click the Yes button, a Print Options window will open
5. Select your desired Print Form, Print Destination, Print Format
6. Click the Print button, review Print form and close
7. Confirm that the Invoice printed correctly in the Ready to Post window that appears
8. The Posted flag on the Invoice will now be checked and the posting will appear on the AR Journal tab

Method 3:

1. Open an unposted Invoice
2. Click on the Print icon and select Print Invoice.  A Print Options window will open
3. Select your desired Print Form, Print Destination, Print Format and optionally check the Add PDF to Invoice checkbox (this will add a copy of the Invoice to the Documents tab of the Invoice)
4. Click the Print button, review Print form and close
5. Confirm that the Invoice printed correctly in the Ready to Post window that appears
6. The Posted flag on the Invoice will now be checked and the posting will appear on the AR Journal tab