Select the Form from the dropdown list and (if emailing, the email template to be used) enter the criteria for the invoices that are to be printed in the relevant fields.
Field | Description |
Reference | Your internal reference number. |
Date | To select invoices dated on or before a given date, enter the date. |
Batch | Enter the batch to report on. |
Customer Print Methods - Email | Whether to include customers whose Default Print Method is "Email". If you tick "Email", Coins ERP+ will email the invoices to:
|
Fax | Whether to include customers whose Default Print Method is "Fax". If you tick "Fax", Coins ERP+ will fax the remittances to:
|
Whether to include customers whose Default Print Method is "Print" If you tick "Print", Coins ERP+ will print the remittances for:
|
From the Customer Selection tab you can select the invoices using a variety of criteria.
Use the lookups in the From and To fields to select a range of invoices by Customer, Status Code, Currency or Customer Name.
To print invoices for specific Customers, Status Codes, Currency or Customer Name use the lookup in the Matches field.
Select the Output Options tab.
Enter a name in the Title field to easily locate it. Select the output type required.
Select Next.
The system will advise that the report request has been actioned.
This report is available to view in the Report Status workbench.