AR Invoices Report

This report prints customer invoices. If you have the Hotprint option enabled in AR Module Control, you can also print invoices by customer from the AR Invoice Entry form.

If you are using the Sales Order module, you can also generate and print invoices (where hotprinting is activated) from the Sales Order Entry, Packing Slip Maintenance, and Generate Invoice forms.

The report launched from this menu uses the default invoice form selected in Accounts Receivable Module Control. Details below relate to the Greentree default invoice form AR Invoice with B/O Qty - L.

The invoice prints this information:

Header Details

TAX INVOICE heading
Page number
Invoice reference
Invoice date
Customer code
Batch number
Company tax reference (for example, IRD number)
Packing slip number (if applicable)
Customer name and address
Company name and address

Line Details

The details displayed for each invoice line include:

Code (if the invoice line is a general ledger line, this is the general ledger account code, if the invoice is an IN line, this will be inventory code, and the like
Description
Qty invoiced
Qty ordered
Qty supplied
Qty B/ordered
Sales order reference
Customer order number reference
Price
Discount %
Tax %
Line total

If the option Print zero supplied order lines on invoice is selected for the customer in AR Customer Maintenance, lines that are fully backordered print on the invoice, and lines that are partially backordered.

If any of the inventory line items printed on the invoice are serial/lot and/or dimension controlled, serial/lot and dimension detail print by line as applicable.

The invoice displays a Subtotal (tax exclusive), a Tax Total, and a Total (tax inclusive). The currency code of the invoice will also be displayed.

If the option to Print notes on invoices is selected for the customer, they print at the base of the invoice.

Select the report Profile to determine the sort order you want the invoices to print out in, where you are printing multiple invoices at one time. Then, select an option:

Batch number order
Invoice number order
Batch/Location order
Batch/Entered order
Batch/Customer code order
Invoice number/Customer code order
Invoice number/Location order
Invoice number/Entered order

Parameters

These parameters are available when you run the report:

Batch From

Enter the number of the first batch of the range of batches that you want to report on.

Batch To

Enter the number of the last batch in the range of batches you want to report on. If you want to report on a single batch, leave this field empty. Entering zzzzzz in this field includes all batches in the report.

Invoice From

Enter the number that represents the first invoice in the range of invoices you want to report on.

Invoice To

Enter the number that represents the last invoice in the range of invoices you want to report on. If you want to report on a single invoice, enter a number in the Invoice From field and leave this field blank.

Leaving the Invoice To field empty and entering zzzzzz in this field will include all invoices in the report.

Print Barcode

Select this option to include any barcodes for an invoice in the report.

Information This option is only available if the Autoscan module is licensed and enabled for the company.

Reprint Invoice?

Select this option if you've already printed the invoice but want to print it again.

Print Copy Only?

Select this option to include the text **Copy Only** in the top-right corner of the report.

Print Line Item?

Select this option to include information from the Line Item tab on the invoice entry form.

Print Line Total?

Select this option to include the totals of line items in the report.

Customer Code From

Enter the first customer code in the range of customer codes that you want to include in the report.

Customer Code To

Enter the last customer code in the range of customer codes that you want to include in the report. If you want to include a single customer in the report, you only need to enter the code in the Customer Code From field.

To include all customer codes in the report, leave the Customer Code From field empty and enter zzz in this field.

Invoice Posting Date From

Enter the first date in the range of posting dates that you want to include in the report.

Invoice Posting Date To

Enter the last date in the range of posting dates that you want to include in the report.

This form is also available for selection as a default invoice format. This contains the same detail as outlined above, with the exception that quantities backordered, supplied, and ordered do not print when the invoice is generated from the packing slip or sales order forms.