Select Sales > Options from the main EBMS menu and click on the Reports tab. The system allows the user to identify a standard invoice report used to print the invoice form when the sales order is processed.
Enable the Use Secondary report when processing a
charge sale when a different report is desired for charge sales verses
cash sales. This option is often used in point-of-sale environments.
The Use Secondary... option is disabled in many situations.
Select the desired report option when the invoice is processed:
Select the Use this report option to use a standard company-wide invoice report. Click on the Browse button to select the specific invoice report form. Standard preprinted or plain paper invoice forms can be used or Eagle Solutions can create a customized invoice form. Contact your EBMS consultant for custom invoice options. Review the Reports > Report Customization section of the main documentation for more details on customizing forms and reports within EBMS.
Select the Choose report when processing option to allow the user to select the invoice form each time the invoice is processed. The form list option is useful if you need to choose between different invoice forms. Select the appropriate report and click OK. The reports in this window are found on the File > Print menu on the sales invoice. Review the Print Buttons and Menus section for steps to add or change forms to this list.
The User Specific report selects the invoice form based on the user profile of a computer. This option is useful when a specific form is to be printed based on a specific location or computer. The MS Windows login user will affect this setting since the report selection is stored within the Windows registry like other user settings. The User Specific report option is often used when a local receipt printer is used in a POS environment.
Click on the Set
Defaults or Test Report button to set report defaults or test
the form. The following dialog will appear:
Select the printer and the proper options. If Show Memo is turned OFF, the invoice memo will not be printed on the invoice. You can opt to print your company logo. To print the company address and telephone number, select Show Company Info. See the Company Setup section to set up your logo and company information. The Report options may be different depending on which report is being printed.
To keep these configurations, press Save as Default. After these configurations have been saved as the default, this dialog will no longer appear when processing an invoice unless the Shift key on the keyboard is held down while processing the invoice.
Repeat the steps listed above for the secondary report if applicable. The secondary report is often used in a POS configuration. The cash report can be directed to the receipt printer and the secondary report used for charge sales can be printed using invoice forms.
The payment receipt report is an optional form that is printed when a down payment is collected or a payment is made toward accounts receivable. Select the appropriate form from the standard form list or create a customized form when necessary. Review the Payment methods and Terms section for details on the down payment process or the Sales > Customer Payments > Processing Payments section for details on the applying payments to an invoice.
Enable the Show the print dialog when processing an invoice option to show the print dialog each time an invoice is printed. Enabling this option will allow the user to select the printer and other options from the print dialog each time an invoice is processed.
Enable the Print payment receipt report when processing invoice with credit card payment option to generate a secondary payment receipt for credit card payments. This option is useful when the main invoice report is printed on 8.5x11 paper but a separate credit card receipt is needed for the customer's signature. Often this payment receipt is printed on a smaller receipt printer.
Click on the Edit
System Folders button to view or edit the forms shown within
the File
> Print menu of the invoice or within the form list that
is shown when the Choose Report When
Processing option is selected. Move the desired forms from
the Sales
> Forms group into the System
Folders > Sales Invoice group.
