This Help File Page was last Modified on 11/18/2018
This Help File Page was last Modified on 11/18/2018
❑Printing Invoices in batches is more efficient than printing them one at a time.
2.Once the appropriate Invoice Printing parameters are chosen, request to View these Invoices to ensure that this is the format that you want to be used when the Invoices are actually printed (or emailed).
3.If the Invoices do not appear as desired:
✓Close the View
✓Answer No to the "Did the Invoices Print Correctly?" question.
✓Correct any Invoice information as needed, then Re-select the appropriate Invoice Printing options to resolve any formatting problem, then request another Preview.
4.If they are now correctly formatted, go back to the Options tab and Check the Save Settings? box so that all future Invoices will be formatted in a consistent manner from one printing to the next.
5.Then, Print the Invoices.
6.MKMS keeps track of whether or not an Invoice has previously been printed, so you don't have to.
•To access the Print Invoices dialog:
a)From the Backstage Menu System Select Reports and Choose Receivable Reports, or
b)From the Quick Access Menu, Select Reports and Choose Receivable Reports
✓On the Receivable Reports, Choose the Invoices option to display the Print Invoices dialog shown below.
❑The Print Invoices dialog has several sections with many selection options:
•The Print All Unprinted Invoices will probably be the most frequently selected option.
•To make this selection, just select this Print Invoices dialog, be sure the Unprinted Invoices Only? box is Checked, and Click the Print button.
Print Invoices dialog showing the current Default selections
❑Specifying which Invoices will be Printed:
•Invoice Style - Choose whether the Invoices are to be printed in Black & White or Color.
✓Once this selection is made, in the future it will be the default Invoice Style.
•Sort Order - Choose the order in which these Invoices should be printed.
✓Invoice # - (default) - The selected Invoices will be printed in Invoice Number Order (oldest to newest).
✓Sub. Name - The selected Invoices will be printed in Alphabetical Order based on the Subscriber's Name.
✓ZIP Code - The selected Invoices will be printed in the Subscriber's Zip Code Order and within Zip Codes, in Invoice Number Order.
•Print Which Invoices? - Select which Invoices are to be printed based on status of each Invoice's Balance Due.
✓All Invoices - Print All the Invoices in the system that match the selection(s) made in other areas of the Print Invoices Form.
✓Paid Invoices Only - Print Only the Paid Invoices that match the selection(s) made in other areas of the Print Invoices Form.
✓Unpaid Invoices Only - (default) - Print Only the Unpaid Invoices that match the selection(s) made in other areas of the Print Invoices Form.
•Detail - Choose whether the actual Invoices are to be printed, or to just create a List of the selected Invoices
✓Full Invoice - (default) - Print the actual Invoices based on the selection(s) made in other areas of the Print Invoices Form.
➢Note: When Full Invoice is selected: if the ShowTaxAndTotalPerLineItemsReport option is set to True ("T") in Company Settings,
The Tax Amount field on each Detail Line Item displays three (3) Decimal Places,
Otherwise, only two (2) Sales Tax Decimal Places will be displayed.
✓Summary with Line Detail - Create a report which Lists each Subscriber's Name and each Invoice Number, and its Total which match the selection(s) made in other areas of the Print Invoices Form along with the Detail Line Items of each listed Invoice.
✓Summary without Line Detail - Create a report which Lists each Subscriber's Name and each Invoice Number and its Total which match the selection(s) made in other areas of the Print Invoices Form.
•Invoice Range - Specify which Invoice Number(s) should be included.
✓From - By default this will be the first Invoice Number ever used by your Company.
▪Accept this default, or enter any Invoice Number above the number displayed in From, up to the last number used (shown in To).
✓To - By default this will be the last Invoice Number that has been used by your Company. .
▪Accept this default, or enter any Invoice Number below the number displayed in To, but greater than or equal to the number entered in From.
•Sale Date Range - By default this will be the first and last Sale Date of any Invoice ever created by your Company. .
✓Enter the Date Range representing the desired Invoices' Sale Dates' using the Drop-Down Calendar/Date Entry field provided.
a)Click on the Date field and type the desired Date using a MM/DD/YYYY format; or
b)Use the Drop-Down Calendar/Date Entry field provided to Choose the desired Date
•Options - Specify the other preferences to define exactly what is to be included and how the selected Invoices should be formatted.
✓First Options Column:
▪Include Credit Memos? - Check this box to have Credit Notes printed, also.
▪Show Account Balance? - Check this box to have the Subscriber's total account balance printed on the body of each Invoice.
▪Unprinted Invoices Only? - Check this box (it will be the default) to only have Invoices that have not been printed before, printed now.
▪Print Return Stub? - Check this box (it will be the default) to have a Return Stub printed as part of the Invoice.
▪Show CSIDs on Recurring Revenue Items? - Check this box (it will be the default) to have the CSID for any Recurring Revenue item included on the Invoice.
▪Show CSID on Header? - Check this box (it will be the default) to have the CSID included in each Invoice Header.
▪Exclude $0.00 line items - Check this box to have any zero value ("$0.00") line items excluded from that Invoice.
✓Second Options Column:
▪Acct Balance on Stub? - Check this box (it will be the default) if the Subscriber's total account balance is to be printed on the Return Stub.
▪For a Single Subscriber? - Check this box and, using the Subscriber Search box, Select the desired Subscriber.
oOnly Invoices for the selected Subscriber will be printed.
oThe other selected Options will be implemented also.
▪Print POSTNET Bar Code? - Check this box to have the POSTNET bar code printed under the Subscriber's address.
▪Hide Line Item Price? - Check this box to have the pricing of each individual Detail Line Item hidden - therefore only the Invoice's Total before Tax, the Tax itself, and the Grand Total shown.
▪Show Terms? - Check this box to have the Company's Terms as defined in Company Options included on the Invoice.
▪Summarize Recurring Items? - Check this box to have any and all Recurring Revenue Items summarized into one Detail Line Item on the Invoice with a Description of 'Monthly Monitoring Charges' inserted.
oWhen there are other non-recurring item(s) on the same Invoice, those will appear individually as usual.
oThe Description of this summarized Recurring Revenue Detail Line Item may be customized using a "ConsolidatedRMRDescription" option in the Company Settings table (go to "Creating a Consolidated Recurring Revenue Description" for instructions on how your Company may create its own summarized Recurring Revenue Detail Line Item Description).
•Recurring Revenue Range - To specify which group of Invoices will be printed based on being Recurring Revenue Invoices:
✓Select RMR Range? - Check this box to be able to specify the Recurring Revenue Year and Month, and the Billing Cycle:
✓Year - Use the Drop-Down Selection List to Choose the desired billing Year.
✓Month - Use the Drop-Down Selection List to Choose the desired billing Month.
✓Cycle - Use the Drop-Down Selection List to Choose the desired Recurring Billing Cycle.
•Printer Alignment - if you have window envelops that do not align properly:
✓Adjust Top Margin - Check this box to alter the Printer's default top margin setting.
✓Start Position - Enter the measurement.
•Enter Invoice Comment below - Enter any comment or explanation that is to be included in All of the Invoices that will be printed in this batch.
✓This entry may be pre-defined using the 'Invoice Export.Memo Text"' Company Setting.
✓In the Accounts Receivable System, when a User Chooses to Print Invoices on the Accounts Receivable Reports menu, it will save the Comments entered in that Invoice Printing dialog, and so will become the default Invoice Export Comment.
▪You may also Double-Click the Setting Value field for this InvoiceExport.MemoText option in Company Settings to enter a default Invoice Export Comment.
•Save Settings? - If these Selected Options are to be the preferred default settings for the current User, Check this box.
➢Important Note: When a Comment is entered (see above), and the Save Settings? box is Checked:
oDouble-Click this InvoiceExport.MemoText field to open a Rich Text Editor to enhance this Comment.
oWhen Exporting Invoices, the Comment will also become that procedure's default Comment.
•Enter Message For Email Invoices Below - Enter any comment or explanation that should be inserted into All of the Invoices that will be Emailed to that set of Subscribers.
•Should your Company want to customized the wording for the Detail Line Item's Summarized Recurring Revenue Description, you may do so in Company Setting,
•Use the dbisql utility to run this script which will create this special Company Setting:
INSERT INTO "DBA"."CompanySettings"("Section","SettingName","SettingValue")
VALUES('Feature','ConsolidatedRMRDescription','Type Your Recurring Revenue Summary Description Here')
✓Just enter the preferred Description in the 'Type Your Recurring Revenue Summary Description Here' location described above.
❑Printing the Invoices - Click E-Mail or Print to send these Invoices via Email, or to actually Print the Invoices, respectively.
•E-Mail - Click the E-Mail button to E-Mail Invoices, which will open the E-mail Invoices dialog.
•Print - Click the Print button to Preview or Print (to a File or a Printer) these Invoices (which may include the Emailed Invoices, if requested).
Do you wish to preview the Invoice(s) first?
✓You may preview the selected Invoices if desired, or just send them directly to the Printer.
Include e-mail invoices?
✓You may also include the Email Invoices if desired, however choosing the E-mail button first will enable you to produce the Emailed Invoices separately - and with different options selected.
✓Then, when you do select Print, only those marked to actually be printed are produced, so they can be printed with another set of options selected.
➢Note: See the explanation of the Custom Invoices feature to learn how to modify the default format of your Printed Invoices.
•Sample Invoice formats:
Sample Full Invoice Printed in Color with Stub
✓Summary With Line Detail - print a report of the Invoices, including the Line Item Detail, that match the selection(s) made in other areas of the Print Invoices Form.
Sample of the Print Invoice Summary with Line Detail report
✓Summary Without Line Detail - print a simple list of the Invoices that match the selection(s) made in other areas of the Print Invoices Form.
Sample of the Print Invoice Summary Without Line Detail in the report
•Once the Invoices have been printed (and/or Emailed), you will be asked to confirm they were printed correctly.
Did All Invoices Print Correctly?
✓This confirmation Updates the Printed field within each Invoice's record.