Print past years invoices - URGENT
Our non-profit organisation has been subpoenaed to produce ALL documents over a period of 8 months, for a client who has since passed away. The invoices go back to March 2018. How can we print the invoices - about 40 - without having to go into each individual sale. they show in the Customer detail (Sales), but the print invoice function wont give access to list the invoices to be printed. HELP!! quick fix needed. Unbelievable it is not an easy task :(
Hi mumow
Glad to hear you have got those invoices printed.
Receipts printing is a little different and doesn't have that card selector filter. However, you could do the following:- Navigate to Sales>>Print Receipts.
- Select Advanced Filters....
- Deselect Unprinted Receipts Only.
- Click Ok. This will give you a list of all receipts in the file (so might take a moment to load so be patient).
- Select on the Receipts in the table to be highlighted i.e. click the Payor of one of the transactions in the list.
- Use the keyboard CTRL + SHIFT + F. This will bring up the Advanced Search within that window.
- You could then type in the Payor that you want to search for and it will search the window for lines that contain that record.
- Tick those transactions and select Print.
It is worth pointing out that it will search all records in that window. So if the searched value is also that of another column, not the payor it will appear. For example, if the transaction has Receipt No: CASH but a payor of ABC when you search CASH it will appear.
It is also not a foolproof method to get all those receipts. As it's based on the Payor, rather than the card, I wouldn't guarantee that it would pick up all transactions. Due it being for an external party, I would recommend doing your due diligence and ensuring that you have all those transactions printed, not just blindly rely on the above method to print all those transactions for the "card".
