How To: Reprinting Bulk Invoices (02-56)

Overview

This selection is used to reprint multiple sales invoices at once.

Step-by-Step

Click image to enlarge.

  1. From the ‘Region’ drop-down list, select the region for which invoices are being printed.

  1. To only include invoices for one branch in the region, select that branch from the ‘Branch’ drop-down list. Select ‘All’ to include invoices from all branches in the region.

  1. To only include invoices for one salesperson, select that salesperson from the ‘SlsPer’ drop-down list. Select ‘All’ to include invoices for all active salespeople.

  1. In the ‘Begin Date’ field, enter a starting date (MMDDYY) for the invoice reprint or select it from the calendar. Invoices with a date on or after the entered date will be included in the print.

  1. In the ‘End Date’ field, enter an ending date (MMDDYY) for the invoice reprint or select it from the calendar. Invoices with a date on or before the entered date will be included in the print.

  1. To only include invoices paid with an A/R account, enter an A/R account range in the ‘Starting A/R Account #’ and ‘Ending A/R Account #’ fields (optional).

    To include a single A/R account, enter the same account number in both fields.

    NOTE: If you decide to use this filter, you must enter an A/R account in both fields. You cannot enter an A/R account in one field and leave the other field blank.
    NOTE: The A/R account range must be entered in alphanumeric order (numerical account names first, followed by alpha account names in alphabetical order). For example, if you want to want to include a range of accounts from ‘21489’ to ‘HSMITH’, you would enter “21489” in the ‘Starting A/R Account #’ field and “HSMITH” in the ‘Ending A/R Account # field.’ If the entries were reversed, you would receive an ‘Invalid Account Range’ error.

  1. Under ‘Select Ticket Types,’ check the boxes next to the transaction types you want to include in the reprint. Only invoices with those transaction types will be included:
    • TW (Take With)
    • DD (Delayed Delivery)
    • DZ (Shipped Order)
    • SO (Special Order)
    • SZ (Shipped Special Order)
    • ML (Middle Layaway Payment)
    • CO (Cancelled Order)
    • RA (Payment on A/R Account)
    • RS (Returned to Supplier)

    For more information on transaction types, please see the Transaction Types section of the Point of Sale documentation.

  1. In the ‘Form’ field, accept or modify the pre-prompted printer form. Form L appears by default. Valid forms for this selection are:
    • Form L
    • Form M
    • Form 1 (No PDF)
    • Form 2 (No PDF)
    • Form 4 (No PDF)
    • Form 5 (No PDF)
    • Form I (No PDF)

  1. Click the ‘Print’ button.

  1. In the ‘Select Printer’ field, enter a printer for the invoice reprint. Enter “PDF” to print the invoices directly to a PDF file (Form L and Form M only).
    NOTE: If you are printing to a Non-GUI form (a form other than Form L or Form M) on a physical printer (not a PDF file), the ‘Do you want to print a test pattern’ prompt appears. Click ‘Yes’ or ‘No.’ The invoices are not printed until you click ‘No.’
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