Before You Begin
Before you begin this procedure, ensure you have:
•Created the invoice template.
•The invoice template available to your role.
•Configured the printer to print invoices in the Registry, if applicable.
•Configured your email settings in the Registry, if applicable.
Printing Invoices in a Batch
You can print invoices for a batch of orders if you have the permission to do so.
To batch print invoices:
1.Open Utilities from the Desktop.
2.Select the Orders tab.
The Orders|Query Select page appears.
3.Select General Invoice.
The Orders|Order Invoice page appears.
4.Search for and select the orders that you want to invoice.
Your search results appear in the Select Orders section. If multiple pages of search results are displayed, you can use the '<' and '>' buttons to open the additional pages.
5.To invoice specific orders, select the check box next to each order.
Click 'Select All' to select all of the orders on the current page. This will not select orders on other pages. If you want to invoice all of the orders in the search results, you can choose to do so at the end of this procedure.
6.Specify whether you want to Email or Print the invoice using the 'Target' dropdown.
If you choose to email, ensure that each customer/contact has a valid email address attached to their account and that your email server has been setup accordingly. If printing, ensure that your Windows printer has been setup and configured as well.
7.Select the Confirmation Email / Invoice format the you want to use from the 'Format' dropdown:
▪Confirmation Email / Invoice (text/avdocument): Creates a PDF version of the invoice.
▪Confirmation Email / Invoice (text/html): Creates an HTML version of the invoice.
8.Select how you want the invoices to be generated from 'Target' dropdown:
9.If you selected Print from the 'Target' dropdown, select the printer you want to use from the 'Printer' dropdown.
10.Select an option from the 'Process Range' dropdown:
▪All: Invoices will be created for all of the orders returned by the search.
▪Selected: Invoices will be created for the selected orders only.
11.Click 'Execute'.
The batch results section appears indicating the progress of the batch. When completed, Batch Run Completed! appears.
