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Print Invoices for Delivery

Updated
The Goal: Print invoices that are queued for delivery (Unsent Invoices) directly from the Billing section.

Before You Begin:

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

Print Invoices from Unsent Invoices

  1. Go to Finance, Billing section, click Unsent Invoices. A list of all invoices pending delivery will be displayed.
  2. If you wish to print some invoices but not all, use the filtering options to display just those you wish to print.
  3. Click the arrow adjacent to Email Invoices and choose Print Invoices.
  4. On the Invoices Print screen, configure the following options:
    • File Format: Select the file format you wish 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 will hide any optional/voluntary line items on the invoices.
    • Sort Order: Choose the order in which invoices will be printed: 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 deselected, the system will only print the first 500 invoices.
  5. Select the invoices you wish to print individually, or click the top checkbox to select all invoices in the list.Invoice print screencast
  6. Click Download PDF. The invoices will download and you may proceed with printing.

Common Pitfalls

  • Missing address blocks printing: Only invoices with valid address information are available for printing. Fix missing addresses before attempting to 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 will be printed.

 

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