Print all unprinted billings / Print all billings / Reprint billings

Select one option to indicate the billings you want to print.

Print all unprinted billings (default) prints all billings that do not have the Printed check box selected in the General Information section in Billing Entry.

Print all billings prints all Billings that do have the Printed check box selected in the General Information section in Billing Entry.

Reprint Billings prints all billings that have already been printed.

Print Billing Address (check box)

Check the box to add the Sender Address to Billing invoices generated so that customers know where to send checks.

When the check box is selected, the Billing Address of the CompanyProperty on the Billing is displayed on the top left portion of the Billing, just under the spot for the logo.

For a Billing with multiple CompaniesProperties, the billing address associated with the first line of the Billing is the one that is printed.

The default is unchecked; however, after the Billing Report is printed with the box checked, from then on, every time Print Billings is accessed during the session, the check box is checked. This persists as long as the browser is not closed. When the browser is closed and then re-opened, the check box then shows as unchecked.

By Customer / By Job  / By Billing

Select one option for how you want to order the billings on the report: by Customer (default), by Job, or by Billing ID.

NOTE that the labels for the From and To fields, below, may update to match your selection.

From / Thru (Customer, Job, or Billing ID)

(Optional) Click the Lookup icon to display the Select pop-up and select range of IDs for the billings you want to print.

This is available for Customer, Job, or Billing ID. To Print a billing for an individual Customer, Job or Billing ID, select the same ID for both From and To.

Include Message on Billing (check box / text box)

To include a message on the billing, check the box and then enter into the text box the message you want printed.

NOTE that selecting this box also prints the discount terms and date on the report if the check box for Print Discount Terms and Date is checked on the Print Details tab in Billing Entry.

Print (button)

Click to print the report.

Print Billings can print the following for each billing. What prints depends on your selection criteria and setup.

• Customer Logo, if one has been uploaded from global setup Images.
• Billing Address of the CompanyProperty on the Billing, if this option is selected. For a Billing with multiple CompaniesProperties, the billing address associated with the first line of the Billing is the one that is printed.
• Customer Address from the Customers Addresses Mail Addresses tab.
• Invoice, Customer ID, Date, Due By, Description, Reference
• Detail from the Line Item Details tab of the billing, including Date, Description, Quantity, Unit of Measure, Unit Cost, Amount, Gross Amount, Retainage, Sales Tax, Net Amount.
• Detail from the Print Details tab of the billing including Reference Number (Job #), Reference Name (Job Name), PO Number, Attention of, Address, Message and Discount terms and date.

Refer to Fields Lists tabs for more information.

Refer to Fields list, above, for more information about report selection criteria.

1. From the eFinancials menu, select Accounts Receivable—Print Billings.
2. Select to print all unprinted billings, all billings, or reprint billings only.
3. (Optional) Select to print the billing address.
4. Select to print the report by Customer, Job, or Billing ID. The labels for the next step may update to match your selection.
5. (Optional) Select a From / To range  to print (based on previous selection).
6. (Optional) Select the Include Message on Billing check box and then enter a message to print on the report. NOTE that checking this box also enables you to print Discount Terms and Date on the billings. Refer to Fields list for details.
7. Click Print.

 

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