The invoice printing process prints the invoice and generates the related accounting transactions to record sales. Because orders cannot be modified after they are invoiced, the printing process represents the final step in the order processing cycle.
If you are licensed for Full Order Entry (Orders) the Create a New Batch for Invoicing option affects the batch into which invoices are generated.
When processing invoices individually using the Print button, the transactions created when you invoice orders are subject to the following rules:
■ If you are licensed for Full Order Entry and Create New Batch for Invoicing is enabled, the following rules apply:
□ If you have an open batch selected in your current session, invoices will be generated into that open batch.
□ If you have no open batch selected in your current session, the system will prompt you to select or create an open batch into which the invoice will be generated.
■ If you are licensed for Full Order Entry but Create New Batch for Invoicing is not enabled, the following rules apply:
□ If the original batch in which the order was generated is open, the invoice will be generated into that same batch.
□ If the original batch in which the order was created is closed, but another batch is selected and open in your current session, the invoice will be created into that batch.
□ If the original batch is closed, and there is no batch selected and open in your current session, the system will prompt you to select or create an open batch into which the invoice will be generated.
Caution! Enable the Create New Batch for Invoicing option if you are using the iMIS Orders backorder feature. For example, with the Create New Batch for Invoicing option enabled, an order that is invoiced in April that has a backorder that is filled in June will be in the June batch. Without the Create New Batch for Invoicing option enabled, the invoice for the backorder will be in the original April batch. The invoice will reflect the current date, but the AR statement will reflect the old batch date, which is incorrect for aging. If the April batch is closed, the invoice for the backorder will be in another batch in the current session or in a new batch.
To print simple order entry invoices
1. From AR/Cash, select Process orders > Generate reports to display the Generate reports window.
2. Select Invoices from the Report Types drop-down list.
3. Select Print New Invoices from the Available Reports drop-down list.
4. Click Set Report Destination to open the Set Report Destination dialog window.
5. Select a report destination and click OK.
6. Click Run. An invoice is produced.
To print selected invoices
1. From AR/Cash, select Generate reports to open the Generate reports window.
2. Select Selected Invoices from the Report Types drop-down list.
3. Select Selected Invoices from the Available Reports drop-down list.
4. Click Set Report Destination to open the Set Report Destination window.
5. Select a report destination and click OK.
6. Click Run.
The Report: Selected Invoices dialog window displays.
7. Select the type of invoices to include from the Include Invoices area.
8. To limit the invoices to one or more specific entities, enter the desired entities in the Specific Entities field.
9. To limit the printing of invoices to one or more specific system types (for example, DUES, EXPO, etc.), enter the system types in the Specific System Types field.
10. Click OK. An invoice is produced.