You can view summary invoice information, including viewing the history of all printed invoices, using the Invoice table. Additionally, you can also use the Invoice table to:
Generate on-demand invoices
Request reprints of previously issued invoices
Schedule a record to be emailed again
Prevent a record from being emailed
View generated Invoices prior to emailing Customers
The following links allow you to view generated invoices prior to emailing customers. The links are only active if a generated invoice (eligible for electronic billing) is available for viewing. As per the Email Lag days on the generate Invoice job, the Schedule Email/Print Date is populated and the Print Status is updated to Email Pending. On running the Email Generation job, the system sends an email to the customer and updates the Print Status to Printed/Emailed.
Customer Billing Preview – Selection of this link displays the generated PDF form for the selected customer.
Parent/Third Party Billing Preview – This link is only activated for customers that have an associated Parent/Third Party record selected on Customer Account Options (CACT). This link transitions you to the Parent and Third-Party Print Preview page. Preview links are only active for each Parent/Third Party record associated with the customer.
For resending the Invoice over email, the following steps need to be followed:
Change the Print Status from Printed/Emailed to Resend Email.
Save the changes. Please note that Print Status can only change from Printed/Emailed to Resend Email for customers whose Customer Account records are eligible for electronic billing.
When the Email Generation job is run, the Invoice is emailed to the customer and the Print Status is updated to Printed/Emailed.
For sending a physical Invoice rather than email, the following steps need to be followed:
Change the Print Status from Printed/Emailed or Email Pending to Print Paper/No Email.
Save the changes. Please note that Print Status can only be Print Paper/No Email for customers whose Customer Account Option record is eligible for electronic billing.
When the Generate Invoice job is run, the physical Invoice is generated and the Print Status is updated to Printed/Emailed.
For Invoice History, the Customer Billing Preview is only available for those customers eligible for email.