How to Print Invoices & Credit Notes

Closed invoices and credit notes can be distributed to clients in printed form from the Billing > Manage Delivery screen. Printing an invoice/credit note creates a Portable Document File (PDF) copy of the relevant document. The PDF document can be saved or sent electronically or can be printed on a printer and therefore distributed as a hard-copy document.

When you print an invoice/credit note, if the invoice/credit note is yet to be delivered to the debtor you will be prompted to set the Delivered flag on the invoice.

It is possible to print multiple invoices/credit notes simultaneously. If any of the invoices/credit notes you choose to print have a preferred delivery method other than print and are yet to be flagged as delivered, you will be prompted to confirm if you want to set the Delivered flag on those invoices/credit notes anyway.

When you choose to set the Delivered flag, you are confirming that the invoice/credit note is being distributed to the debtor. Once the Delivered flag is set, the system will consider the invoice/credit note to have been distributed to the debtor and it will not be possible to clear the Delivered flag.

Therefore, take care to only set the Delivered flag if you are confirming the delivery of the invoice/credit note to the debtor.

How to Print Invoices/Credit Notes
	Using the Portal > Billing > Manage Delivery screen, search for the relevant closed invoices/credit notes. The invoices/credit notes matching your criteria are listed in the results list.
2.	In the results list, tick the invoices/credit notes you want to print.
3.	Click Print. A confirmation message opens, prompting you to confirm if you want to print the selected invoices/credit notes and flag them as Delivered.
4.	If you do not want to flag the invoices/credit notes as Delivered, untick the checkbox on the confirmation message. Otherwise skip this step.
5.	To continue to print the invoices/credit notes, click Yes. A preview of the selected invoices/credit notes opens in a new web browser window.
6.	In the preview tab, the printer button. A print options pane opens in the preview tab.
7.	In the Destination field, select the relevant printer option depending on the device you want to print the invoices/credit notes on and click Print. You can choose to print or save the selected invoices/credit notes to file such as PDF, in which case a Save button will be available instead of a Print button. On clicking Save, you will be able to select the location where the resulting file is to be saved.