Accounts Receivable                     Finance Charges                               How to Generate Finance Charges

How to Generate Finance Charges (continued)

Print Finance Charge Invoices

All invoices created by the Finance Charge program are automatically flagged to appear in the invoice printing queue.  Follow the instructions below to print the finance charge invoices or to remove them from the print queue if the invoices will not be printed.

Print Invoices

1.  Navigate to the Main Application menu tree and select the Accounts Receivable / Print Invoices menu option.

2.  Select Print Options – The Select Invoices from will be displayed.  Click on the "Other" invoice type radio button.  Click the Create List button located at the lower right of the form.

3.  Select the Invoices – The Invoice List will be displayed.  Select the form on which to print from the drop-down list (lower left of form) then click the Preview button located at the lower right of the form to view the Finance Charge invoices prior to printing to paper.

4.  Review the Invoices Previewed – All invoices will appear in preview mode; the User may scroll through the pages prior to printing.

5.  Print the Invoices – When ready to print the Finance Charge invoices to paper, click the Print & Close button located on the upper toolbar.  A message will be displayed asking the User if the Invoices Printed Correctly and Should be Marked as Printed; do not select the Yes button until all invoice printing has completed.

Remove Finance Charge Invoices from the Print Queue

If the Finance Charge invoices will not be printed, these invoices should be marked as printed.  If this step is not completed, the next time a User prints invoices, these finance charge invoices will be in the Print Queue.

Follow steps 1 through 3 above. When the Invoice List is displayed, select the Mark as Printed button located at the bottom of the Invoice List form.  In a few seconds all of the Finance Charge invoices will disappear from the Invoice List.

If at a later date, a customer requests a printed copy of their finance charge invoice, it may be printed by opening the invoice from the Customer Explorer or flag the invoice to go to the print queue for printing at a later time.

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