Customer Invoice History Reports

The Customer Invoice History Reports Screen

To preview / print the Customer Invoice History reports:

1. From the Document History menu, choose Customer Invoice History Reports.
2. Choose the View By option for how the reports will be ordered. The options are:
   • By Invoice Number
   • By Invoice Date
   • By Billing Number
   • By Billing Name
   • By Technician
3. Choose the print range.  The options are:
   • All
   • By selected range.  If by selected range, you may choose the beginning and ending for the report, including the beginning and ending dates.
   • Custom Filter
4. Choose which report you wish to print. The options are:
   • Summary Invoice Report
   • Detailed Invoice Report
   • Detailed Cost Report
   • Invoice Form
   • Customer Summary Report
5. Choose the Print Report button.
6. The print preview window will appear. Use the page view buttons to size the previewed report, and the page navigator buttons to  scroll forward and backward thru the report pages.
7. To send to the printer, click on the Printer Speed Button at the top left of the print preview screen.
8. The printer dialog box will appear.  Make any changes necessary.  You may change the number of copies, page range, and the designated printer.
9. Choose the Ok button to send the report to the printer.
10. Choose the Close button to end the print preview.