Print Selected Invoices

Select this option to print invoices for individual clients, including customers, brokers, lienholders, or finance companies.

1. From Home Base, click the Accounting button.
2. Click Close-Day.
3. In the Close-Day window, click Invoices in the Close-Day Procedures box and click Print Selected Invoices.
4. Click Print Selected Invoices on the Close-Day window.
5. Click the button corresponding to the type of client for whom to print a selected invoice (Customer, Broker, Lienholder, or Finance Company).
6. Enter the Client code for whom to print the invoice and click OK.
7. Click the Select Items or Select Invoices radio button.
   
   Note: Every transaction is assigned an item number. Each item is assigned an invoice number after it prints successfully. If you print an invoice for each individual item that is transacted, each item has its own invoice number. If you flag several items, they all print on the same invoice and are assigned the same invoice number.
8. If you chose Select Invoices in step 7, select the appropriate invoice from the Reprint Invoice dropdown and proceed to step 11. If you chose Select Items in step 7, proceed to the next step.
9. Click the desired page break option in the Page Break frame (if applicable).
10. Click the desired item and click Add. The item is transferred to the selected items list on the right portion of the screen.
    
    Note: To remove the item from the selected items list, click the item and then click Delete.
11. After selecting all item numbers to print, click Print to display the Print Options screen.
    
    Note: Click Printer Setup to revise the printer options. Click Preview to view the item on the screen before printing. Click Cancel to skip printing the item.
12. At 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.

Enter the number of invoice copies in the field provided. (The default is 1.)

13. Click OK to print invoice(s).
14. Check the printed output to confirm that the invoice(s) printed successfully.
15. Click the Yes button on the pop-up window if the invoice(s) printed successfully, and then click Cancel to return to the Print Selected Invoices window. Click No to print the invoice(s) again.
    
    Note: If you click No and print the invoices again, new numbers are assigned to the invoices.
16. Click Cancel to return to the Close-Day window.