Printing Sales Invoices

Some Of the nominals and ledgers used in this topic may be different to those in your chart of accounts.

When a sales invoice has been produced and posted in IRIS Financials, a copy of the sales invoice can be printed. The printed sales invoice can then be issued to the customer.

If your system is set up to automatically display the Sales Invoice when the document input form is posted, you can then print a copy of the sales invoice without having to find the document. For more information, please see Printing the Sales Invoice.

Printing a sales invoice consists of the following:

Running a Document Enquiry to find the Sales Invoice Document to be Printed

Printing the Sales Invoice

Running a Document Enquiry to find the Sales Invoice Document to be Printed

1. Select Enquiries, then select Document Enquiry.
   
2. The Document Enquiry Criteria dialog is displayed. To find the required sales invoice document to be printed. Select Equals in Document Type. Select Drill (...) in Value 1, then double-select to select SINV - Sales Invoice from the Select a document type dialog.
   
   
3. If the document number of the document to be cancelled is known, select Equals from the Document Number drop-down list, then enter the document number in Value 1, e.g. 5.
   
4. Select OK to confirm the selections.
5. The Document Enquiry window is displayed. If a document number was not specified in the criteria, a list of all document of the document type are displayed. Find the required document. If you want to view the individual transactions included in the document, select Expand (+) adjacent to the Document Type column for the selected document to display the details panel.
   
   
6. To print a copy of the sales invoice, right-select the required sales invoice document, then select Reprint Sales Invoice.
   

Printing the Sales Invoice

1. The IRIS Financials Reporting Services Browser window is displayed with a copy of the sales invoice. To print the sales invoice, select the Print icon.
   
   
2. The Print window is displayed. If required, select page size from the Page size drop-down list and the page orientation from the Page orientation drop-down list, then select Print.
   
3. The Print window is displayed with a PDF preview of the report. If the Print dialog did not display automatically, hover over the PDF preview, then select the Print icon.
   
4. The Print dialog is displayed. Select the required printer options, then select Print.
   
5. The Print window is displayed. If the sales invoice was successfully printed, select Done to return to the IRIS Financials Reporting Services Browser window.