Forum Discussion

mumow's avatar
mumow
Experienced Cover User
4 years ago
Solved

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 in...
Print past invoices
  • Steven_M's avatar
    Steven_M
    4 years ago

    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:

    1. Navigate to Sales>>Print Receipts.
    2. Select Advanced Filters....
    3. Deselect Unprinted Receipts Only.
    4. Click Ok. This will give you a list of all receipts in the file (so might take a moment to load so be patient).
    5. Select on the Receipts in the table to be highlighted i.e. click the Payor of one of the transactions in the list.
    6. Use the keyboard CTRL + SHIFT + F. This will bring up the Advanced Search within that window.
    7. 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.
    8. 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".

Steven_M's avatar
Steven_M
Former Staff

Hi mumow 

 

To bulk print past invoices for a customer in AccountRight I would suggest the following process:

  1. Navigate to Sales>>Print/Email Invoices.
  2. Ensure To be Printed tab is selected before clicking Advanced Filters....
  3. Adjust the filters accordingly such as Sales Type and Sale Status. Choose the desired Customer and period dates. Ensure that Unprinted or Unsent Sales Only is disabled.
  4. Select OK to the Advanced Filters window
  5. Tick the required invoices before selecting Print.
mumow's avatar
mumow
Experienced Cover User
4 years ago

Thank you very much Steven. The trick being to tick the box BEFORE going to advanced filters. I had tried everything else, so very grateful for your expertise.

I don't suppose you have the same quick fix for printing all the individual receipts??? It doesn't look promising...

  • Steven_M's avatar
    Steven_M
    Former Staff
    4 years ago

    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:

    1. Navigate to Sales>>Print Receipts.
    2. Select Advanced Filters....
    3. Deselect Unprinted Receipts Only.
    4. Click Ok. This will give you a list of all receipts in the file (so might take a moment to load so be patient).
    5. Select on the Receipts in the table to be highlighted i.e. click the Payor of one of the transactions in the list.
    6. Use the keyboard CTRL + SHIFT + F. This will bring up the Advanced Search within that window.
    7. 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.
    8. 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".

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