Invoices To-Print Tab

The Invoices To-Print Tab shows all Invoices already created but not yet Printed by any of the possible methods.

•	Printed on paper with a physical printer

•	Sent via email (if the Set Email Transactions as Printed flag has been checked in the Company Preferences, Miscellaneous Tab)

•	Exported as a PDF file

TIP: An Invoice printed or previewed in a Report is not flagged as Printed, in the sense of delivering the Invoice to the Customer.

The Invoices which appear on the Invoices To-Print Tab come from the following functions:

•	Service Agreement with Automatic Billing Type whose Invoices were automatically generated at a predefined billing interval

•	Service Agreement - with Time of Service Billing Type, entered as Service Calls

•	Manual Invoices - exceptional billings without any Work Order attached, miscellaneous billings

•	Work Orders - Any Service Calls or Projects with Status In-Progress that have not been billed yet, but may be ready to bill now

Here is a sample of the Invoices To-Print screen:

This screen, with multiple details, is a DataView, where you can adjust the layout, print or export the data (see DataView Menu). There may also be a header panel above for the "parent" of the details, or a DataView Footer below. Usually you can use key-matching search on fields like ID Number.

To help you manage many possible entries, this screen is already displayed using the Group-By bar, allowing you to drag column headers into the Group-By in the screen header.

Use the Horizontal Scroll Bar at the bottom of the window to see further valuable columns on the right.

•	To work with Invoice detail lines on the screen:

►	Click to select an Invoice detail line

►	Double-click on the detail line to open and review or make changes to the Invoice Details screen

►	To select multiple Invoice detail lines, hold down the CTRL button and click with the mouse on the desired Invoices. (You will notice the Print Invoice button below registers a count of the number of Invoices selected.)

•	At the bottom left there is one button:

►	Click on Print Invoices to print the selected Invoice(s). Once you Print an Invoice it will disappear from the screen display.

►	Next you will see the Print Confirmation Screen.

•	At the bottom right there are three buttons:

►	Refresh Screen: - Click this button to re-display the screen after making changes to some of the detail lines.

►	Print: - Click this button to print the current screen display for work and review.

►	Preview: - Click this button to preview the printout for the current screen display.

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