Invoicing (All) - Printing Invoices

Invoicing (All) - Printing Invoices

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This article is part of the All section within Client Invoicing.

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After processing actual or budgeted invoices/reconciliations or amended accounts, use the Print icon in the Print/Email box to print and send them to clients. These show the number of invoices queued for this method:



Printing Actual Invoices and Amended Accounts


To print Actual Invoices:
  1. Go to the Process Owners Charges for Actual tab in Client Global and click the Print icon in the Print/Email Charges box:



    This opens the Process Actual Owner Charges Print window.
  1. Double-click the correct batch, or select it and click Generate Batch Reports:



  2. Use the arrows to preview each invoice. Click the Print icon to print to the default printer:



To print Amended Accounts:

  1. Go to the Amended Accounts tab and click the Print icon in the Print/Email Amended Accounts box, then follow the same steps as for actual invoices (described above):

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If you want all invoices to be printed regardless of client settings, tick the Print All Invoices Regardless Of Email Settings option - this will print all invoices even if they are also being emailed.

Printing Budget Invoices and Budget Reconciliations


To print Budget Invoices:

  1.  Click the Print icon in the Print/Email Report box on the Process Owners Charges for Budgeted tab.

  2. Follow the same steps as for Actual Invoices (described above) and make sure the Owner Charges radio button is selected:


To print Budget Reconciliations:

  1. Follow the same process but select the Budget Recon radio button instead:



Miscellaneous


Printing Externally


If you are printing externally, refer to this article.

If the external printing service is not set as the default printer, use the second icon from the left to export invoices to PDF instead of printing:


Missing Print Batches


If you cannot find an expected batch, it may have been reversed or its print acceptance already processed (without actual printing). To resolve this:

  1. Identify the Batch:
    1. Locate a client from the missing batch.
    2. Check their account for the invoice.
    3. Note the batch number listed in the second column of the Transaction Activity tab:




  2. Reverse Print Acceptance:
    1. Navigate to Client > Global > Reverse Batches.
    2. Enter the batch number.
    3. Click Reverse Prints to undo the print acceptance:


WarningCaution: Ensure you select Reverse Prints rather than Reverse Batch if you are only reversing the print acceptance.

Managing the Print Queue


After printing, proceed as follows:
  1. Export the list of batches (optional):
    1. Right-click anywhere in the Process Actual Charges Print window.
    2. Select Export.
    3. Choose a format (Print, Export To PDF or Export To Excel).
    4. Save the file.

  2. To clear the list:
    1. Right-click a batch in the Process Actual Owner Charges Print window.
    2. Select Accept Print to remove it:



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