Skip to main content

Print Invoices for Delivery

Updated
The Goal: Print invoices that are queued for delivery from the Unsent Invoices page in the Billing section.

Before You Begin:

  • Invoices appear in the Unsent Invoices queue when they were generated during an upcoming billing run or were manually marked for print when the invoice was created.
  • Invoices missing address information display Yes in the Missing Info column. Click the Yes link to update the address before printing.
  • Only invoices with valid address information are available for printing.

Step-by-Step Instructions

  1. Go to Finance, Billing section, click Unsent Invoices. A list of all invoices pending delivery is displayed.
  2. If you want to print some invoices but not all, use the filtering options to display just the ones you want to print.
  3. Click the arrow adjacent to Email Invoices and choose Print Invoices.
    Unsent Invoices page with the arrow beside Email Invoices expanded and Print Invoices boxed
  4. On the Invoices Print screen, configure the following options:
    • File Format: Select the file format you want to use.
    • Invoice Template (Override): Optionally override the invoice template associated with the fee items on these invoices — useful when sending past-due invoices with a different template.
    • Exclude Voluntary Amounts: Enabling this hides any optional / voluntary line items on the invoices.
    • Sort Order: Choose the order in which the invoices print: Customer, Date, or Invoice Number.
    • Cover Letter Template: Select an optional cover letter template.
    • Ignore List Below And Send All: Select this checkbox to print all invoices. If it is deselected, the system prints only the first 500 invoices.
  5. Select the invoices you want to print individually, or click the top checkbox to select all invoices in the list.
    Invoices Print window showing File Format, Invoice Template, Sort Order and Cover Letter Template, with the select-all check-box at the top of the Invoices To Print list boxed
  6. Click Download PDF. The invoices download and you can proceed with printing.

Common Pitfalls

  • Missing address blocks printing: Only invoices with valid address information are available for printing. Fix missing addresses before you print by clicking the Yes link in the Missing Info column.
  • 500-invoice limit: If you have more than 500 invoices and do not select Ignore List Below And Send All, only the first 500 are printed.

Related articles