Print Work Order Invoices

The print program used to print Work Order Invoices only.
Other invoices including W.O. Invoices can be printed from Print Invoices on the Counter Menu.
Work Orders and Work Order invoices can use the same pre-printed form as the contracts and invoices.
This re-print Work Orders Invoices utility respects the forms control print format defined for TX_RSID11.RPT as setup in Customer Forms.
The printed headings for parts, labor, services, taxes, and totals, can be customized by language in Document Field Labels for standard and Crystal forms.
Labels for Jasper forms are controlled by language tables that can be defined on the server as outlined in Customer Forms.

If a W.O. had been billed using the Invoice per Estimate Processing as activated in the Company Estimate and W.O. Parameters, the invoice will print in the estimate format.
The prompts are:

INVOICE LOCATION

Select one of the following invoice sources:

• Select Current to print invoices not yet posted through Daily Close 1.
  This is most often used to print invoices from today.
• Select Batch to print invoices posted in Daily Close 1 but not yet finalized with Daily Close 2 .
• Select History to print invoices that have been posted.
  This is typically used to reprint old invoices.

STARTING INVOICE #

Enter the first invoice number to print or select it from the Invoice Search window.
Only invoices converted from an order in Work Orders will be listed in the selection window.

ENDING INVOICE #

Enter the last invoice number to print or select it from the window.

ALL DIVISIONS

Check this box for invoices in all Divisions.

Uncheck this box to specify only the invoices from one specific Division.

DIVISION

This field only applies if invoices are to be printed for a single division.
Enter the division or select it from the drop-down list.

The documents included in the output are restricted by division according to the Divisional Restricted Views assigned to the operator.

REPORT TYPE

Select one of the following output formats:

• Select Summary to print only the invoice in summary.
  Totals for each of labor, parts, services, and taxes, are then printed.
• Select Detail to print the complete labor, parts, services, and tax details for each Work Order invoice in the selected range.
• Select Total to print the final invoice total only, with no detailed breakdown.

EMAIL

This field is only enabled when the "Use Contact Document Emailing" feature is activated in the Company Email Configuration.

Uncheck this box to print the document instead of emailing it.

Check this box to email the selected W.O. Invoices to the appropriate contacts flagged in the Contact Information for the customer/site.

• If the document is emailed it will not be printed as well.
• If a single document is to be emailed the Compose Email pop-up is triggered that can be customized, or the operator can Cancel out to print the document instead of emailing.
• If a range of documents are emailed, any documents in the selection range that were not emailed (i.e. there are no valid contact addresses flagged to receive an invoice) are printed instead.
• If a range of documents are emailed the total number to be emailed is displayed and confirmation is required, to help prevent a mass email run from being sent in error.

Finished?

A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.

Click the ACCEPT button to begin printing the report, or CANCEL to abort.

Print Format Option:
The option to re-print the document in the Standard format, or print using Crystal or Jasper forms is provided if Customer Forms has been activated and setup for this division, with the option to "Prompt Format On Reprint".

Document Reprint Log:
When nultiple invoices are emailed or printed a Document Reprint Log is generated listing the documents with the actions and recipients.