Overview of the report
The invoice reprint can be used to reprint, send or view any invoices including finding event invoices, ledger invoice and credits, or room bills.
How to run the report
To run the report, follow the steps below:
Navigate to Accounting, Reports, then Invoice Reprint.
You can then search using one or a combination of any of the following parameters:
Area - select a revenue area from the drop-down, or leave blank to show all areas.
Type - select an accounting record type from the drop-down, or leave blank to show all areas.
Document ID - free-type in the ID, which usually starts with FB or INV.
📌 Note: FB is shown for Folio Bills where a guest has paid and the balance is zero. INV is shown for balances sent to a sales ledger where payment will be allocated once received. You may also see RI shown for an invoice that has been reversed and reported.
Ledger Name - free-type the ledger or company name, not the short code.
Book Ref - free-type the booking reference, or the function booking reference if you are finding an event invoice.
Room ID - free-type the room number in digits.
Surname - free-type the guests surname, or part of the surname.
Post Code - free-type the post code, remembering to add the space, or part of a postcode.
Date type - select from the drop-down menu.
Date - click and type the date, or select the calendar icon to select a date within the calendar view.
Range - select this to search between a date range.
Limit - increase this number to show more results, up to 5000 results can be returned.
Print as copy - select to aply a Copy watermark when reprinting an Invoice.
Click Refresh to view the search results.
Report output
In the report output, all results meeting the search parameters are shown.
Click View to select the format you wish to view the document in, including Direct Print, Viewer, PDF and Email.
Click Room Billing to navigate to the room billing for this booking reference - this will show for reservations which have not yet been checked out.
Click on the Booking Reference to follow the hyperlink directly to the reservation.
Click on the column header to sort the column in ascending or descending order. Alternatively, click the 3-dots within the header to see other sorting and view options. Click on the 3 filter lines at the top of the report output, to show additional filtering options.
Click on the filter icon, 3 horizontal lines, to further refine your search.
Report terminology guide
Document IDs: FB is shown for Folio Bills where a guest has paid and the balance is zero. INV is shown for balances sent to a sales ledger where payment will be allocated once received. You may also see RI shown for an invoice that has been reversed and reported and PI which is a provisional invoice.
Mark invoice as a copy: by default a 'Copy' watermark will no longer display when reprinting an Invoice. However, if a Copy watermark is required on the Invoice select this box.