The invoice printout is the actual invoice document for a single invoice. It is used when you need to send or hand over an invoice to the customer – as a PDF or directly by email.
The printout shows the invoice's header with sender information (your company's name and address), the customer's (debtor's) address, invoice number, invoice date and payment terms. Then follow the invoiced line items with prices, any discounts and VAT per line, as well as any serial numbers/product information on the lines. At the bottom, the VAT and total amounts are summarized, along with recorded payments (both ordinary and specific payments), and a footer text with, among other things, bank details and a payment barcode.
Many layout and text details – for example VAT texts, header and footer text, number of lines per page and the display of bank info/barcode at the bottom – are controlled automatically based on your company and debtor settings and do not require you to make any decisions about the printout itself.
The printout is generated from the invoice you have open and has no user-selected parameters. This means you do not need to fill in dates, filters or the like – the invoice's content is determined by the selected invoice. The printout is available in PDF format and can also be sent directly by email. (Note: there is a separate, simpler invoice printout; this printout is the full invoice.)
The printout is started in Financial:
1. Go to Sales and open Invoices. 2. Open the invoice you want to print. 3. Click the printer icon in the top right corner. 4. Select the Invoice printout. 5. Choose the desired format – print/download as PDF or send by email to the customer.
Want to know more?
Read more in these related articles:
Invoices
Complete walkthrough of the invoice overview and the invoice editor in Financial: fields, invoice lines, all actions, the status flow and the tabs at the bottom.
Invoice - light (printout)
Simplified version of the invoice printout.
