Print Instant Invoice
Explanation
The Print Instant Invoice activity is used for printing instant
invoices. If the invoice has installments, this activity will also print all the
information about the installments. After printing, the physical invoice is sent
to the customer. You can also print a work copy of the invoice using the same
activity. Thus you will get a printout of the invoice with the invoice ID
created from it’s preliminary series ID and number series. As long as
only the work copy of the
invoice is printed, you can change its information. This activity of printing
work copies of the invoice can be
repeated until the invoice is printed. After printing, a correction
invoice can be created and printed if corrections are to be made.
If an error arises in connection with printing so that a voucher cannot
be created, incorrect voucher lines can be seen via
Customer Invoice Postings Analysis. When the error has been corrected, a voucher must then be created
in Voucher entry.
Prerequisites
In order to perform this activity, an
invoice of the Preliminary status should exist.
System Effects
Printing an invoice creates a voucher in the hold table pending
updating in IFS/Accounting Rules. The vouchers are also given their final identities. The
voucher is posted as follows:
- Invoice Amount
. Posted on the code string defined for posting type IP2, Customer
claims, in posting control in IFS/Accounting Rules.
- Tax Amount
. Posted on the code string defined for posting type
IP4, Tax Disbursed Invoice, in IFS/Accounting Rules.
- Net Amount
. Posted on the code string entered for the applicable invoice line.
If the invoice created is an advance invoice, it will be posted as follows:
- Invoice Amount. Posted to the code strings
defined for the posting types IP17, Customer Claims, Advance Invoice; and
IP19, Unpaid Customer Advance Payments in IFS/Accounting Rules.
- Tax Amount. Posted to the code strings defined
for the posting types IP23, Tax Disbursed, Advance Invoice; and IP25 Contra
Account, Tax Disbursed, Advance Invoice in IFS/Accounting Rules.
When an instant invoice is printed, it's invoice status
changes to PostedAuth (i.e. unless one or more posting errors occur, in
which case, the status of the invoice will be Printed). The send status of the invoice will change to
Printed.
If the Set Invoice Date to Current Date when Printing Outgoing Invoices check box is selected on the
Enterprise/Company/Invoice
tab, the invoice date will be automatically updated to the date you print the instant invoice.
Window
Print Invoice
Related Window Descriptions
Print Invoice
Instant Invoice
Procedure
To print one or more customer invoices:
- Select Print Invoice. Todays date is the default in the Vou.
Date field. The current period is shown in the Period field. The code for the
user group is shown in the User group field. Voucher type is displayed in the Voucher
Type field.
- Find all desired invoices by using Populate or make a selection by using Query.
- Select the lines with invoices to be printed.
- Check the Print Work Copy box if the invoice is to be printed
as a work copy, i.e., no
voucher is to be created.
- Check the Use Voucher Date box if appropriate. If the box is checked, the voucher
date will be the date shown in the Vou. Date field when a voucher is created for
the invoice. If the box is not checked, the voucher date will be the invoice date.
- Select the Operations menu and select Printout, to print the invoices.
(Note: You may click the Print/Send right mouse button option
instead of Printout. Please refer activity Send Invoice for further
details.)
Or use RMB option:
- Select an invoice of the preliminary status in the
Instant Invoice window.
- If a work copy of the invoice is required, use right-mouse button operation
Print Work Copy to print the specific
invoice.
- If you want to print it use the right-mouse button operation Print
Invoice to print the specific
invoice.