Summary
When you create an invoice or credit note in the Invoices and credits module, you can print it and update your ledgers. If later, you need another copy, you can also re-print it.
Resolution
Once you post an invoice in TASBooks, you can't edit or delete it through the Sales Order ledger.
To print and post your Sales Orders
- From the menu bar, select Sales Orders, then click Print and Post, then click Print Sales Invoices / Credit Notes.
- Complete the options window by completing the fields below.
Type | Select either Print New Orders or Reprint Existing Invoices. |
---|---|
Include | Select whether to print sales invoices, credit notes or both |
Range | if you want to re-print your invoice, enter the starting and ending order number or invoice number. |
Invoice/Tax Point Date | If you want to post the invoice to the ledgers automatically when it prints, select this check box. |
Auto Post orders after Printing | Restrict the information that appears on your invoices and credits. For example you can prevent certain customers or products from appearing on your invoice. Read more > |
Print all on B/O Lines | If you want to include items that have been ordered and are out of stock on the invoice, select this check box. |
Extra Details | If you want to print an invoice that includes all the details of the original order, such as, the total quantity ordered, select this check box. |
Explode Assembly Lines | If you want to show any assembly items expanded to see the individual product items, select this check box. |
You will now need to select the stationery you want to use to print the invoices. Click the Print Options tab and refer to the relevant section below.
To print a sales invoice or credit note using pre-printed stationery or plain paper
- Complete the steps detailed in the previous section - To print and post your Sales Orders.
- Within the Print Options tab, select Use Standard Stationery.
- If required, to change the stationery type, click Change.
- In the Company Name & Address Details drop-down, choose whether you want the details to be left aligned or not printed at all.
- If you want to print on plain or letterheaded paper, select Plain Paper / Letterheaded paper and choose the relevant option from the drop-down list.
- If you want to print on TASBooks pre-printed stationery, select Pre-printed / Customised Stationery and choose the relevant option from the drop-down list.
- If you're using pre-printed stationery, you can choose what information appears in the lower left box from the Lower Box Content drop-down list. If you need to line-up your printing, you can also enter margins here.
- Click OK, then click Print.
- Click Cancel.
To print a sales invoice or credit note using a Word template
- Complete the steps detailed in the previous section - To print and post your Sales Orders.
- Within the Print Options tab, select Use Microsoft Word Template.
- To change to a different template or add a new one, click Change.
- Select the template you require, then click Select.
- Click Print.
- To close the Print Sales Invoices / Credit Notes window, click Cancel.
To email a sales invoice or credit note
- Complete the steps detailed in the previous section - To print and post your Sales Orders.
- Within the Print Options tab, select Use Email.
- If required, you can click Change to edit the template.
- Click Send eMail.
- If required, to amend an email address click Edit Recipient.
- To view an invoice or credit note, select it and click View.
- To send all of the items by email, click Send All, or to send an individual item, select it and click Send.
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