Print invoices

Detail Billing: When using Detail Billing to create the invoice, after you've entered the billing amounts and composed the invoice and are ready to save the invoice, select the
Save and Print
button. The invoice will be saved and you will be presented with the print options screen to print this invoice.
Billing Review screen: After saving an invoice in detail billing, generating recurring bills, or using quick bill, standard bill or zero bill to generate invoices, these invoices will be placed on the Billing Review tab. Filter the screen to view the invoices to print, then mark the checkbox in front of each invoice to print and select
Print Selected
. You'll be presented with the print options screen to print the selected invoices.
Print Invoices and Statements: Go to
File
then
Print Invoices & Statements
and select the
Invoices
tab. There you'll find the same invoices as on the Billing Review tab. Filter the screen to view the invoices to print, then mark the checkboxes to print and select
Print Selected
. You'll be presented with the print options screen to print the selected invoices.

Print options

Output to printer
: Select the printer to print the selected invoices to paper from. You can also select to print labels and letters addressed to the same client/contact the invoice is addressed to.
FileCabinet CS
(you'll need to have FileCabinet CS installed on this computer): Select the file to print the invoice to. You can also select to print the invoice to a folder for the current year, current period, or the date of the invoice. If you select to
Create a link to the FileCabinet CS document
, a link will be created that gives you direct access to the invoice image without opening FileCabinet CS and going to the invoice. When you create a link, the link icon will appear on the invoice record in the Billing Review screen and on Print Invoices and Statements. Select the icon to open the invoice image stored in FileCabinet CS.
GoFileRoom
(you'll need to have the GoFileRoom client add-in installed on this computer): Select the format for the invoice image to be stored in from these 4 choices: Adobe Acrobat (*.pdf), Rich Text Format (*.rtf), Text file (*.txt), or Microsoft Excel (*.xls). You may also create a link to the invoice file stored in GoFileRoom (see description of link under FileCabinet CS).
File
: Select the format for the image to be stored in from these 6 choices: Adobe Acrobat (*.pdf), Rich Text Format (*.rtf), Text file (*.txt), Microsoft Excel (*.xls), HTML (*.html), or Tagged Image file Format (*.tiff). You may also create link to the file containing the Invoice image (see description of link under FileCabinet CS).
Email
: Sends an email message to designated persons at the client with the invoice as an attachment in one of the following 6 formats: Adobe Acrobat (*.pdf), Rich Text Format (*.rtf), Text file (*.txt), Microsoft Excel (*.xls), HTML (*.html), or Tagged Image file Format (*.tiff). The email message will be sent to the primary email on the client contact plus any additional email addresses entered in the
Additional Email addresses
field on the Billing and A/R tab on the Clients screen. You may also select to save the email messages to your drafts folder so they can be reviewed before they are sent.
NetClient CS
(you'll need to be licensed for NetClient CS): Sends the invoice to the client's NetClient CS portal. The client will receive an email message advising them that an invoice has been uploaded to their portal. If you have online credit card processing enabled, the client can pay the invoice with a credit card from the portal.