Printed Forms
Printing is available for the following sales documents:
- Sales Invoice (unposted and posted)
- Posted Sales Shipment
- Posted Sales Credit Memo
- Posted Sales Return Receipt
How to Print a Document
- On the document page, go to the Print/Send tab.
- Select the Print Confirmation or Print function.
- On the Report Selection — Print page, select the report and the required layout (field Report Layout).
- If necessary, configure the report parameters (see below).
- Click Print.
Available Reports and Layouts by Document Type
| Document | Report | Layouts |
|---|---|---|
| Unposted Sales Invoice | Sales - Confirmation (1305) Unposted Invoice - Confirmation (70859827) Invoice Confirmation (1303) |
Sales Invoice Shipment, Sales Invoice, Act Of Completed Work |
| Posted Sales Invoice | Sales - Invoice (1306) | Sales Invoice, Sales Invoice Shipment, Act Of Completed Work, Act Change Price Invoice, Sales Invoice |
| Posted Shipment | TTN (70859810) | TTN, CMR |
| Posted Sales Credit Memo | Sales - Credit Memo (1307) | Sales Credit Memo, Act Change Price Invoice |
| Posted Sales Return Receipt | Return Receipt (1309) | Sales Return Receipt |
Print Parameters
Common Parameters
These parameters are available for most documents:
| Parameter | Description |
|---|---|
| Log Interaction | Specifies that interactions with the contact are recorded. |
| Show Assembly Components | Specifies whether the report should include information about components used in related assembly orders from which the sold items were supplied. |
| Archive Document | Specifies whether the document will be archived after printing. |
| Print Items with Quantity | Specifies that only lines with items that have a quantity will be printed. |
| Print Line Filter | Specifies how goods and services are filtered in printed documents. Options for this field: All Lines — all lines of the document will be printed. Items — only lines with type Item (with item type Inventory and Non-Inventory) and Fixed Asset (except Fixed Assets with type Deferred Expense) will be printed. Services — only lines with type Item (if item type is Service), Fixed Asset (if Fixed Asset type is Deferred Expense) and G/L Account will be printed. |
Additional Parameters by Document Type
In addition to common parameters, specific parameters are available for posted documents:
| Parameter | Description | Used in |
|---|---|---|
| Show Shipments | Specifies that shipments are shown on the document. | Posted Sales Invoice, Posted Sales Credit Memo |
| Show Additional Fee Note | Specifies whether notes for additional charges should be displayed in the document. | Posted Sales Invoice |
| Hide Lines with Zero Quantity | Specifies that only lines with items which have quantity will be printed. | Posted Sales Invoice, Posted Sales Credit Memo, Posted Sales Return Receipt |
| Show Correction Lines | Specifies if the correction lines of an undoing of quantity posting will be shown on the report. | Posted Sales Return Receipt |