Print Invoices and Transaction History

Use the Print option to print selected invoices or an account's transaction history.

Invoices

1. At Home Base click Clients & Files.
2. Select the appropriate entity type from the dropdown menu above the list.
3. In the list, select the entity and click the Invoices button.
4. Click Options on the Transaction List screen and select Print > Invoices.
5. The Select Items radio button defaults as selected. If you wish to print a particular invoice that has already been printed, click Select Invoices.
6. If you chose Select Items, make the desired selections. (If you chose Select Invoices, skip to step 7.)
   1. In the Filter frame:
      • Check Include Zero Balance to include zero balance items.
      • Check Transaction Date and select the appropriate date from the dropdown calendar to print items entered on a single day.
      • Check Start Item Number and enter the Item # for the earliest transaction you wish to print.
   2. In the Page Break frame (customers only), select one of the following:
      • Item: Prints each item on a separate invoice.
      • Policy: Groups all items for the same policy on the same invoice.
      • Customer: Groups all items for the customer on the same invoice.
      • Customer Default: Groups items according to the Invoice Page Break setting in Customer Detail.
   3. To select the items to print, highlight an item in the list on the left and click Add to move it to the list of selected items on the right. Press [Ctrl] while clicking to select multiple items. Press [Shift] while clicking to select a range of items.
   4. Skip to step 8.
7. If you chose Select Invoices, double click the Inv # field in the Reprint Invoice frame. Select the desired invoice and click OK.
8. The default invoice format defaults in the dropdown menu in the bottom left corner of the screen. If you wish to select a different custom format for the invoice, choose a different Invoice from the menu.
9. Click Print or Preview, depending on whether you would like to view the list before it prints.
10. On the Invoice Message screen, the default invoice message displays in the Include Message field. If you wish to change the invoice message, you can delete the existing text and type a new message in the text box, or click Select under Gallery to choose a predefined message. If you wish to add a new message to the gallery, type your message and click Add New.
11. Click OK.
12. After the item prints, a confirmation screen displays. Click Yes if the item printed successfully. Click No to return to the prior window and attempt to reprint the item.

Transaction History

1. At Home Base click Clients & Files.
2. Select the appropriate entity type from the dropdown menu above the list.
3. In the list, select the entity and click the Invoices button.
4. Click Options on the Transaction List screen and select Print > Transaction History.
5. On the Transaction Print screen, make the appropriate selection in the Print frame.
   • General: Print all transactions on the General tab.
   • Filter: Print all transactions on the Filter tab. If a filter is not currently in use, this option prints all transactions.
6. Check Include Client Detail if you wish to print basic account information at the top of the page.
7. Click Print.