How To: Print Copies of Archived Invoices

Links to invoices can be added into the User Tray from within the Sales Invoice Manager, see How To: Move Invoices into the User Tray or from within the Customer record from the following screens:

• [ Customer | Statement ] screen.
• [ Customer | Customer Service | Sales Orders/Invoices ] screen.

Once added into the User Tray copies of current, issued and archived invoices can then be printed.

From the Customer Statement Screen

1. Open a Customer screen (show me how).
   • Open the [ Statement ] screen and find and green-select the invoices in the Statement Transactions grid on the left.
     Note: you may need to tick the Archived checkbox above the grid, or
   • Open the [ Customer | Customer Service | Sales Orders/Invoices ] screen and find and green-select the invoices.
2. Right click and from the context menu select Put selected invoices into "User Tray".
3. In the Confirm popup select:
   • Yes to clear any existing invoices in the User Tray or
   • No to add the invoices into the User Tray to join any invoices already there.
4. In the Information popup click on OK.
5. Open a Sales Invoice Manager screen (show me how).
6. Focus on the User Tray and press either of the two print buttons as required:
   •  which will print green-selected invoices or all invoices if a selection has not been made.
   •  which will generate a pdf for all green-selected invoices or all invoices if a selection has not been made.

See Also

• Customer/Supplier screen
• Sales Invoice screen
• Accounts overview