10.4.3. Printing Invoices

Customer invoices can be printed:

1. By pressing the Print button in the toolbar. The printed document will contain information from the invoice. The report can be previewed if you have selected the Always Preview Print checkbox in the User Preferences window. The format used is determined by the one defined for the Document Type. The language and date format are determined by the multi-lingual characteristic of documents and the Business Partner's selected language.

Invoices can be sent by e-mail as pdf files. In the invoice preview, press the

button in the toolbar: the following window will be displayed:

The address in the From field is that of the user that has logged into the System. In the To field, you can manually enter the name of the person to whom you are sending this e-mail, or press the magnifier button in the right of the field to display a list of Users in SocrateCloud that have valid e-mail addresses. Select the desired e-mail address and press the OK button.

In the selection window, you will find printed the name and e-mail address of the recipient. You can enter a text and press the OK button to send the message. A confirmation window displaying the sent text message will pop up.

If, in the User Preferences window, located in the Tools menu, the Always Preview Print option is not selected, when printing a document, the system will attempt to use the printer defined at tenant level. If no printer is defined the following error message will be displayed: "javax.ejb.EJBException"

The error details will be displayed in the Issue Report window, which can be accessed by pressing the red button, located in the top right corner of the screen.

2. Invoices can also be printed and sent by e-mail in batches. To view the generated invoices in SocrateCloud, follow the path Quote-to-Invoice -> Sales Invoices -> Print Invoces. This process facilitates the printing of invoices (or re-printing) or sending them via e-mail as pdf attachments. It is used to print multiple invoices at the same time, allowing you to filter them by Organization, Date Invoiced or Document No.

The process also facilitates the printing of shipments associated to the invoices waiting to be printed.

For the invoices that contain products with bill of material, there is a printing format that will only print the description line on the shipment, without the component lines (in this case: quantity, price and value will be determined by summing up).

Configuring a standard print format

The standard invoice print format contains the following elements:

According to the law changes, starting with 2013, the following have been added to the printed invoice:

• the product delivery date, or services execution date - obtained from the text-type lines that are automatically added by the Customer Invoice Generation Process and which will contain the number and date of the shipment (for services: enter a text line manually);

• date of the received prepayments - obtained from the generated line that contains the charge for "Reverse Prepayment" (for those situations when a prepayment has been received and a prepayment invoice has been issued). It will display the number and date of the prepayment invoice and the number and date of the prepayment receipt;

• the text "Delayed VAT" if the VAT is due when you receive the entire/partial value of the payment for the products/services;

• The number of the current page and the total number of pages the invoice is made up of.numărul

Starting with version 13.09, the Price List and Price List with VAT can be brought as columns. This is useful when the customer is also a vendor and needs to know the list prices of the products. The values are displayed on the print format only if the customer invoice has the Discount Printed checkbox, which is applied when creating the invoice, if its equivalent was also selected during the Business Partner's definition.