Print Sundry Invoices

This is an alternate to the generic Print Sundry Invoice program.

To access the Print Sundry Invoicing program, type INVS(RET) at any menu "OPTION:" field or the appropriate line number on the Invoicing Sub-Menu, off the Rental Accounting Menu. The screen will then display:

OPTION: __ PRINT SUNDRY INVOICES - VERSION S

1 System/Inv Date I
2 Start Inv Date EARLIEST
3 End Inv Date 08-25-20
4 Start Inv # FIRST
5 End Inv # LAST
6 Start Cust # FIRST
7 End Cust # LAST
8 Cust Type ALL
9 Location ALL
10 Posting Value Y (N=Unposted, Y=Posted, B=Both)
11 New Invoices Only Y
12 Sort Order C (I=Invoice, C=Cust#)
13 Header L (C=Company, L=Location, Blank=none)
14 Detail/Summary/Both B
15 Output Method P (P=Print, D=Display, C=csv E=Email-User, X=Email-Cust
16 Split E-Mail by Cust N (I=Invoice, C=Cust)
17 Printer PDF
18 Alternate Currency
19 Incl Zero Bal N
20 Create Print Files N

1PRINT 2 3ERASE 4 5BACKUP 6 7HELP 8

Enter data as follows:

1. SYSTEM/INV DATE	Enter which date should be used: S = system date is the date the Invoice program is being run. I = invoice date is the actual date from the invoice. EXAMPLE: Type S (RET)
2. START INV DATE	Enter the starting invoice date. Press (RET) to default to EARLIEST date. EXAMPLE: Type EARLIEST (RET).
3. END INV DATE	Enter the ending invoice date. Press( RET) to default to today's date. EXAMPLE: Press (RET)
4. START INV #	Enter the staring Invoice number. Press (RET) to default to the "FIRST" invoice number.. EXAMPLE: Type *I123456** (RET)
5. END INV #	Enter the ending invoice number. Press (RET )to default to the "LAST" invoice number. EXAMPLE: Press (RET)
6. START CUST #	Enter the starting customer number or press (RET) to default to the "FIRST" customer number. EXAMPLE: Type 1AAAAA (RET)
7. END CUST #	Enter the ending customer number or press (RET) to default to the "LAST" customer number. EXAMPLE: Press (RET)
8. CUST TYPE	This field allows limiting the invoices to a single customer type be entering the customer type here. Otherwise, press (RET) to default to "ALL" customer types. EXAMPLE: Press (RET)
9. LOCATION	This field refers to the location which created the Sundry Invoice. Enter: Up to 6 alphanumeric characters to select a single location. A Group Name representing several locations (see the Chapter Edit Group Names for a discussion on location groups). Remember, the first character of a Group Name is the plus sign "+". Press RETURN to default to ALL locations. EXAMPLE: Press (RET)
10. POST VALUE	Enter one of the following characters to select the invoices to be printed: N = Print unposted invoices only. Y = Print posted invoices only. B = Print both unposted and posted invoices. EXAMPLE: Type N (RET). Note: This field is not accessible if a re-billing run is being requested.
11. NEW INVOICES ONLY	When an invoice is printed, the system marks the transaction as invoiced. This field asks if invoices for only those sundry transactions should be included. Y = Yes. Print invoices only for sundry transactions that have not been previously invoiced. N = No. Print invoices for all sundry transactions meeting the selection criteria even though some may have been previously invoiced. EXAMPLE: Type Y (RET)
12. SORT ORDER	Select how the printed invoices should be sorted. I = Print in Invoice number order C = Print in Customer # order EXAMPLE: Type C (RET)
13. HEADER	Select the style for the invoice header. Enter: C = Company. Use the address and phone number from the Company File for the header. L = Location. Use the address and phone number from the Location File for opening location. Blank = Don't use a header. EXAMPLE: Press (RET)
14. DETAIL/SUMMARY/BOTH	Enter 1 alpha character to select the report format. D = Detailed Report - List every Invoice, plus a summary page at the end of the Invoice Run S = Print the Summary of all the Invoices within the Date Range specified B= Print Invoices and then the summary page EXAMPLE: Press D (RET)
15. OUTPUT METHOD	This field is used to designate if the output should display on the screen or if it should be printed. P = Print D = Display to the screen C = Create a csv file for a spreadsheet plus print it. E = Email the invoices and/or statements to the user logged in. X = Email the invoices and/or statements to the customer. (NOTE: This will email direct to the customer so be cautious about selecting this choice.) NOTE: if you want to use "X" option, please ask Thermeon Customer Support to set up the GVT record INVEMAIL. EXAMPLE: Type P (RET)
16. SPLIT E-MAIL BY CUST	When email is chosen in the previous field, a further choice can be made. Enter: I = send a separate email for each invoice C = Send an email with multiple invoices N = Email was not selected in the previous field. EXAMPLE: Press (RET) NOTE: To allow to get one email with separate invoices ask Thermeon Customer Support to add the GVT record "INVSPLIT", (Invoice email split by Invoice logic).
17. PRINTER	If the invoices and/or statements are to be printed, this field is used to designate which printer should be used. EXAMPLE: Press (RET)
18. ALTERNATE CURRENCY	If the invoices should be prepared in a currency other than the currency in which the transaction was done, enter the alternate currency code. Currency conversion will be done to show the values in the alternate currency. EXAMPLE: Press (RET)
19. INCL ZERO BAL	Indicate whether or not those invoices with a zero balance should be included. Y = Yes, those with a zero balance should be included N = No, those with a zero balance should be ignored. EXAMPLE: Type N (RET)
20 CREATE PRINT FILES	This feature was designed for a specific client. EXAMPLE: Press (RET)

The screen will then display:

OPTION: __ PRINT SUNDRY INVOICES

1 System/Inv Date I
2 Start Inv Date EARLIEST
3 End Inv Date LATEST
4 Start Inv # I*123456
5 End Inv # LAST
6 Start Cust # 1AAAAA
7 End Cust # LAST
8 Cust Type ALL
9 Location ALL
10 Posting Value Y (N=Unposted, Y=Posted, B=Both)
11 New Invoices Only Y
12 Sort Order C (I=Invoice, C=Cust#)
13 Header L (C=Company, L=Location, Blank=none)
14 Detail/Summary/Both B
15 Output Method P (P=Print, D=Display, C=csv E=Email-User, X=Email-Cust
16 Split E-Mail by Cust N (I=Invoice, C=Cust)
17 Printer PDF
18 Alternate Currency
19 Incl Zero Bal N
20 Create Print Files N

1PRINT 2 3ERASE 4 5BACKUP 6 7HELP 8

PRESS "F1" AT "OPTION:" TO BEGIN.

Note on Vehicle Sundry Invoicing:

Invoices that are entered to show that damages have been repaired and indicate that a customer should be charged will print with amounts. If it is indicated that the customer is not being charged. invoices will still print, but the amounts will be blank.

The printed Invoice has recently been changed to add the RA number including the Hertz check digit number, where applicable. The Invoice will also print the Customer number, Confirmation Number and Fleet type.