Print Document range – Reports by different criteria
You can access printouts of received advance payments in the List of received advanced payments by clicking the Print button.
The printout option is helpful if you do not print the advance payments on the fly, but rather, for example, print them out and send them out at the end of the working day.
In addition to printing, this feature also allows you to send documents to the documentation, where they are archived depending on the selected archive type in the Document types register. When sending documents to Documentation, all storage settings from the Classification scheme are checked. If there is an error in storage settings or storage is not set up, the documents will not be automatically saved in the selected archive/storage, until the storage settings are correctly set up.
When you click the Print button, the screen mask changes to show the following sections:
- Command bar with shortcut buttons Wizards, Send to Documentation and Print
- Printout type
- Criteria
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1. Shortcut buttons
| Wizards |
Through Wizards, you can send documents into the customer's electronic inbox (e.g. bizBox etc.) and to the archive in Documentation. Clicking on the Wizards button creates an .xml file, an evelope and a PDF file. |
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Send to Documentation
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Sends the selected set of documents to Documentation.
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Print
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Sends the selected set of documents to the printer for paper output.
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x (Cancel)
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Cancels printing and returns to Invoice list.
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2. Printout type
You can select any of the printout types for advance payments listed in the Printout type. Select the desired printout and then click the corresponding button in the top right corner to print, send as an eDocument, or only send it to Documentation.
3. Criteria
You can print the issued invoices based on the following criteria:
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Order by
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Select one of the following parameters that you want to sort the printed documents by:
- Document number
- Customer
- Recipient
- Warehouse
- Clerk
- Deliver via
By default, the first parameter is selected: Document number.
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Status
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Select documents with a certain status.
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Document Type
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Select the document type from the drop-down list.
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Number (from–to)
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Select the documents based on the document number.
Enter the starting and/or end document number here.
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Warehouse
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Issuing warehouse.
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Customer
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Invoice customer (1st person).
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Recipients
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Invoice recipient (3rd person).
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Clerk
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The clerk signed on the document.
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Responsible person
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The person responsible for creating the document.
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Deliver via
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Select the active delivery type from the drop-down list.
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Packing slip (from–to)
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Select the packing slip date (from–to).
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VAT date (from–to)
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Select the VAT date (from–to).
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Invoice (from–to)
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Select the invoice date (from–to).
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Due date (from–to)
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Select the due date (from–to).
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Business Docs.
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Select the way you keep business documents (traditional, electronic eSlog or traditional and electronic).
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Warning
This mode of printing out documents does not enable a print preview. Selected documents are sent directly to the printer.
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