EditPurpose
Print invoices from work orders that have been completed and closed through the Branch Status Board.
EditLocations Used
Billing, Accounting
EditOverview
Before actually billing—or posting to—the customer’s account for payment, you can print an invoice that can be sent to the customer. The invoice is automatically created by LegalSuite. It gives information regarding the work order and the total amount that the customer will be billed. Note that invoice numbers match work order numbers.
EditPrint Invoices
Make the menu selection
Billing⇒Invoice Printing from the navigation bar.
 Invoice Printing |
Initially, the page displays a list of all invoices that have not yet been printed. You can narrow the list by searching for invoices by date or invoice number.
1. Select to search by date or invoice number by clicking on the appropriate radio button. Only one can be selected.
2. If searching by date, the Start and End Dates are automatically defaulted to the current date. You can edit these dates by typing in the input field or selecting from the calendar icon. If searching by invoice number and you wish to find a single invoice, enter the same number for Start and End Invoice Numbers.
3. Optionally, you can also specify an Invoice Date to search for.
4. Click on the GO button to update the list of invoices listed with those that satisfy your search parameters.
5. Indicate which invoices you wish to print by placing a check mark in the appropriate boxes in the left-most column. You can also check the check box at the head row to automatically check the boxes for all the invoices listed.
6. Print To: Select from the pull-down menu where you would like the invoices to be printed. You can print to the screen to view the invoices before sending the invoices to the printer. If you print to the screen, you can preview the invoices with Adobe Reader and then either save the invoices to your computer or send them to the printer.
7. Click on the SEND button to print the invoices.