Printing and Posting Client Invoices

Top  Previous  Next

After creating a Client Invoice through the New Invoice Window, the Invoice will appear on the New Client Invoices Grid of the Client Invoices / Finance Charges Window - New Tab.  If you would like to print a pre-posting listing of the Client Invoices, select the Journal button to print the Client Invoice Posting List Report.  The Client Invoice Posting List Report will list each of the Invoices on the New Client Invoices Grid or list each item within the Invoice by selecting List Invoices and List Items, respectively.


To print the Client Invoices and record them into Design Manager, click the Post button to display the Post Client Invoices window shown below.



The Style will default to the Invoice Style as set on the Company Advanced Options Window - Print Tab.


***NOTE: The Modern document style may not be able to be folded to fit properly inside the window envelopes recommended.  This style was created for use with Modern technology, such as Emailing the document instead of sending via Postal Mail.***


If a picture is included on the Item, the image will automatically appear on the invoice. This can only be changed when Multi-Printing invoices.



Click the Preview button to view the Invoice(s). They will appear in your web browser where you can use the browsers' functions to print to paper if desired.


You will need to either Accept or Cancel the Invoices after printing and reviewing. Clicking Accept will post the Client Invoices into the Fiscal Month selected on New Tab of the Client Invoices / Finance Charges Window, remove the Invoices from the New Client Invoices Grid, and now display them on the top of the Existing Client Invoices Grid of the Client Invoices / Finance Charges Window - Existing Tab.


Accounting: Accepting the Invoices will credit the Revenue Accounts as configured in the Sales Categories of the Items on the Invoices. The Client Deposit  and Accounts Receivable Accounts will be debited and the appropriate Sales Tax Account will be credited, if necessary.  In addition, the posting of Client Invoices may trigger a transfer from the Work in Process Account to various Cost of Goods Sold Accounts.  If any Items on the Client Invoice have Vendor Invoices recorded against them then those amounts will be credited to Work in Process and debited to Cost of Goods Sold.


Invoice Style Examples:

See Examples of Invoice Styles here.


Learn more about the Deposit style documents here: