The following are the various places in the system where invoice copies can be generated (printed or emailed or saved to file).
Order Completion - During the Invoicing/Order Completion process, the system normally produces a printed copy of each invoice (a packing slip) as it is saved. The packing list is normally routed directly to a printer in the location where the invoice is generated so it can be attached to the boxes for the outbound shipment, or handed to the customer (in the case of a will call order being picked up by the customer).
Invoice Lookup programs – The AR Invoice Lookup program and the Customer Invoice Lookup program both allow you to tag and print one or more invoices from within the programs. The Print Button on the Standard Toolbar is both of these programs can be used to print the selected document.
Print Invoices Program – The Print Invoices program is located on the AR Reports menu and it is used to print accounting or billing copies of each invoice to be mailed out to your customers. The Print Invoices program is normally run by date and it normally is configured to skip printing invoices for customers if the Customer Edi Invoices flag is set to E (indicating invoices are sent to the customer via email). This option is enabled by using an advanced reporting option to skip all customers which have the Edi Invoices flag set to E.
Email Invoices Program – The The Email Invoices program is used to generate accounting or billing copies of each invoice and to email them out to your customers. The Email Invoices program is normally run by date. The Email Invoices program will only generate invoice copies and emails for the customers which have an E entered into the EDI Invoices flag of the Customer record. As the Email Invoices program is run, the system creates file (normally .pdf) copies of each invoice and it emails the invoice to the email address listed for the AP Contact at the customers.