It is possible that your debtors do not pay within the period the payment should be settled. In that case you would like to send your debtors a reminder. Sometimes debtors can have multiple outstanding terms for which reminders need to be sent. Then it is efficient to be able to print these terms on one page. In this blog post you can read how this can be done easily.
Posts Tagged ‘Print’
From time to time, it can happen that you need to print an extra line on your invoice. This is possible via [Invoice, Entries, Print/Process]. At the tab page ‘Free text’ you can put a checkmark at ‘Print free text lines’. Next, you can add a text that needs to be printed on the invoice.
If multiple invoices are grouped, only one invoice will be printed with all grouped items and lines. Because of this, it may happen that an item is shown multiple times on a grouped invoice. In case of a large amount of lines, this may make the overview less clear.
Within Exact Globe Next, you have the option to print a reminder for debtors that have not yet paid the outstanding amount. However, it may sometimes be useful to make an exception for a certain debtor. For instance, when an agreement with the debtor has been made.
While printing invoices in Exact Globe Next, you can define the layout that is used. This layout can be organised entirely by you. You could include a company logo; you could indicate which fields you would like to print and where they should be printed. While maintaining the layouts, you can define the format for two pages.
Via document lay-outs in your Exact Synergy Enterprise environment you can determine the lay-out of your documents. This enables you to create a lay-out that contains a company logo and specific formatting.
The person who creates a document does not have to bother with formatting related issues, and only has to create the content of the document.
It may come in useful sometimes to print a created entry. Within Exact Globe Next, you have the option to print entries.
In debtor maintenance, you can state the default send method for the account in the field ‘Send method’ on the tab ‘Financial’. This relates to the sending of invoices and payment reminders. You can choose from the options e-mail, printer or electronically. If you work with this within your company, you have the option to sort on send method while printing / processing the invoices.
If you’re printing invoices via the menu [Invoice, Entries, Print/Process], it is possible to make a selection of the invoices to be printed. For instance, you could choose the selection method ‘Invoice’, ‘Sales order’ or ‘Debtor’. Depending on the selection method, you can then make a selection of various selection criteria.
After you have entered and (depending on your settings) authorised the invoices, you can send them to your customers. You can print the invoices and send them on paper, but you can also send them by e-mail. To send the invoices by e-mail, you can follow the steps below: