Process Invoices and Memos

The action to be taken on each processed invoice if you click Process or Process All on the form toolbar.

Select one of the following options:

• Release: Releases the selected document.
• Complete Processing: Completes the processing of the selected invoices by receiving the external taxes and transferring payments from the related sales orders to the invoice if no errors occur during the processing by the external tax provider. If you select this action, the table displays all the invoices with the Incomplete status. After the processing, the selected invoices are assigned the next status in the invoice workflow.
• Create and Capture: Creates a credit card payment with a captured transaction in the amount in the Unpaid Balance column for the processed invoice, and then fully applies the payment to the invoice.

  This option appears if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form.

• Email Invoice: Sends the selected invoices via email. The document selected for processing will be emailed only if the following conditions are met:
  • The document has the Balanced, Pending Print, Pending Email, or Pending Processing status.
  • This document has not been emailed before (that is, the Emailed check box is cleared on the Financial tab of the Invoices (SO303000) form).
  • The customer account has the Send Invoices by Email check box selected on the Billing tab of the Customers (AR303000) form.
  • The document is not assigned the Credit Hold status.

  For more details, see Mailings for Customers.

• Post Invoice to IN: This action is obsolete and is used for backward compatibility to update the availability data in the inventory subledger in accordance with the selected documents.
• Release from Credit Hold: Releases the document from credit hold so it can be saved with the Balanced status.
• Print Invoice: Prints the selected invoice for sending it by postal mail. The document selected for processing will be printed only if the following conditions are met:
  • The document has the Balanced, Pending Print, Pending Email, or Pending Processing status.
  • This document has not been printed before (that is, the Printed check box is cleared on the Financial tab of the Invoices (SO303000) form).
  • The Don't Print check box is cleared on the Financial tab of the Invoices (SO303000) form.
  • The customer account has the Print Invoices check box selected on the Billing tab of the Customers (AR303000) form.
  Note:

  If the Print Invoice check box is cleared on the Billing tab of the Customers (AR303000) form, by default, the Don't Print check box is selected on the Financial tab of the Invoices (SO303000) form in an invoice of the customer. You can clear the Don't Print check box for the invoice, however, and then print the invoice on the current form.

  To print a released invoice, use the Invoices (SO303000) or Invoices and Memos (AR301000) form.

  If the Show Printed check box is selected in the Selection area of the current form, the system shows both unprinted and printed invoices in the table.

The customer (by its ID) for which you want to display documents.

A check box that indicates (if selected) that the system shows both unprinted and printed invoices in the table. By default, the check box is cleared, meaning that only unprinted invoices are shown.

This check box appears on the form only if Print Invoice is selected in the Action box.

A check box that indicates (if selected) that when you select a printing action and process documents, the system generates the preview and prints all selected documents using the DeviceHub tool application.

This check box appears on the form only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form and Print Invoice is selected in the Action box.

A check box that indicates that you want to specify the printer to be used for printing documents. If the check box is cleared, the printer is automatically defined by the system.

This check box appears on the form only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form and Print Invoice is selected in the Action box.

The identifier of the printer to be used for printing documents.

This box appears on the form only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form and Print Invoice is selected in the Action box. The box is available for selection if the Define Printer Manually check box is selected.

The number of copies of each document to be printed via DeviceHub.

This check box appears only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form and the Print Invoice action is selected in the Action box of the current form.

• Invoice: For a document used to bill a customer for goods shipped
• Credit Memo: For a document used to credit a customer for returned goods
• Debit Memo: For a document used to correct undercharging invoices
• Overdue Charge: For a document used to charge a customer for overdue documents
• Credit WO: For a document used to write off small credits

The customer location from which the goods or services were ordered.

This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.

The name of the location from which the goods or services were ordered.

This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.