External Billing › Print Billing Invoices and Credit Memos

Print Billing Invoices and Credit Memos

You can print invoices and credit memos one at a time and deliver them to customers. Invoices and credit memos are available for printing and delivery after bills are approved.

You can print invoices or credit memos, you can print the output to a printer or to a file of your choice.

When you print the invoice or credit memo, the invoice is printed with an official print date. This date is for collection purposes. For example, the physical invoice may be generated or printed via printer output or to file a week before the official print date to allow time for processing and delivery to customers. When printing the invoice or credit memo, you can change the print date.

Changing the print date does not affect the date when the invoice or credit memo is printed. They are always printed immediately.

Use the Print Invoice page to print an invoice, or use the Print Credit Memo page to print a credit memo.

To print an billing invoice or credit memo

1. From the External Billing menu, the Select Print Invoice to print a billing invoice or select Print Credit Memo to print a credit memo.

   The Print Invoice or Print Credit Memo page appears.

2. Browse or filter invoices or credit memos.
3. View the following information:

   Invoice Number

   Display the unique number assigned to the invoice or credit memo.

   Client Name

   Displays the company responsible for the invoice or credit memo.

   Project Name

   Displays the project associated with the invoice or credit memo.

   Client Location

   Displays the financial location associated with the invoice or credit memo.

   Has Billing Subprojects

   Displays a check mark that indicates the project is the billing project from which associated projects are billed.

   Amount

   Displays the amount of the invoice or credit memo.

   Invoice Status

   Displays the invoice status, which indicates if the invoice or credit memo is "Printed" or "Unprinted".

   Date

   Displays the date the invoice or credit memo was approved if the status is "Unprinted". Displays the date the invoice was printed if the status is "Printed".

4. Select the invoice or credit memo you want to print.
5. Do one of the following:
   • Click Print to print the invoice or credit memo immediately.

     The official print date is today's date. A window appears displaying the invoice or credit memo. You can download, print, or search.

   • Click Set Date and Print to change the official print date displayed on the invoice or credit memo and then print the invoice or credit memo immediately.

     The Print Date Option window appears.

     Enter a print date and click Print.