Print or reprint invoices and credit notes (from Invoicing)

Find this screen

Open: Invoicing > Invoices > Print > Print Invoices

Open: Invoicing > Invoices > Print > Reprint Invoices

Open: Invoicing > Credit Notes > Print > Print Credit Notes

Open: Invoicing > Credit Notes > Print > Reprint Credit Notes

Open: Invoicing > Invoicing List, then select invoice(s) or credit note(s) and select Print or Reprint

Note - information

Use this to print or reprint invoices and credit notes that you entered in the Invoicing module. If you want to print invoices or credit notes from sales orders, then see Print or reprint invoices and credit notes (from Sales Orders).

How to

Choose what to print

You must print invoices and credit notes separately.

You can't change the contents of an invoice or credit note, once it's been printed. You can only change the customer's address or the customer's order number.

Note - warning

You can't print more than 100 invoices or credit notes at a time.

  1. Select the required invoices or credit notes from the Invoicing list and click Print. These invoices / credit notes are then displayed on the Print screen.

  2. To change the selection, use the selection criteria and click Display.

  3. Select the ones that you want to print.

    You can use Ctrl+click to highlight multiple invoices or credit notes

Only print invoices and credit notes that use a specific layout

You can filter the list based on the invoice layout used. This is useful, if you need to put special stationery in the printer or if you want to print using a specific layout.

  1. In the selection criteria, choose All invoices and then Layout.
  2. Select the required layout from the drop-down list. Click Display.

Print to a different layout

Use this of you want to override the layout set on the customer account.

Choose the invoice or credit note layout that you want to use.

  • If you want to use the layout specified on the customer account, make sure Use alternative layout is not selected.

  • To override the layout on the customer account and use a different one, select Use alternative layout and choose the required layout from the drop-down list.

Reprint invoices and credit notes

You must reprint invoices and credit notes separately. You can't reprint invoices and credit notes if they are on hold or have been cancelled. The reprinted documents have "COPY" printed at the top.

Open: Invoicing > Invoicing List.

  1. Select the required invoices or credit notes from the Invoicing list and click Reprint. These invoices / credit notes are then displayed on the Reprint screen.

  2. To change the selection, use the selection criteria and click Display.

  3. Select the ones that you want to print.

    You can use Ctrl+click to highlight multiple individual invoices or credit notes.

Make changes to printed invoices or credit notes

Note - warning

Once an invoice has been printed it becomes a legal document so most information can't be changed.

If you need to need to change the address or customer order number, you can do this when reprinting.

If you need to change anything else such as the invoice date, you'll need to cancel the invoice and recreate it.

Note: You can only make changes to the customer order number for invoices that were created from Invoicing, but not for invoices you created for sales orders.

Save invoices or credit notes to cloud document storage

You can set up Sage 200 to save invoices and credit notes to cloud document storage when you print (or email) them, so that they can be viewed by everyone.

If the invoice or credit note has been printed (or emailed) and saved to your cloud document storage, you can view it in PDF format.

Open: Invoicing > Invoicing List, then select a single invoice or credit note and click View in Document Storage.

Open: Customers > Customer List, then select the customer and click View in Document Storage.

  • The customer's folder is displayed in cloud document storage. The Invoice and Credit Note folders contain the appropriate documents for the customer.

See Save printed documents to cloud document storage.


Useful info

More about document layouts

Invoices and credit notes are printed using document layout files. These document layout files determine the appearance of your invoices and credit notes. You can one of the default layouts that or you can customise a default layout to suit your organisation.

You customise your document layouts using Report Designer ( Tools > Run Sage Report Designer). This allows you to:

If you save your customised layout with the same filename as a default layout, then your customised layout will be used automatically.

For more information on how to customise your document layouts, see Use custom layouts.

Emailing invoices and credit notes to customers

If you want to email invoices / credit notes, then you need to use a special email layout and use the email option from the Invoicing list.

See Email invoices and credit notes (from Invoicing).


Fix it

'There are no invoices/ credit notes to print' message

This means that Sage 200 can't find any invoices or credit notes that are ready to print, using the filter criteria you've entered. To resolve this:

  • Try changing the criteria.

  • Check that the invoices or credit notes are not on hold or printed already.

'The report could not be generated' message

You may see the following message if you have selected to print too many invoices or credit notes at a time: The report could not be generated. The formatter threw an exception while trying to deserialize the message.

To resolve this you'll need to print your invoices or credit notes in batches of 100 or less.


What happens when

An invoice / credit note is printed

  • The status is changed to Printed.

  • Depending on your settings, the document is:

    • Shown on screen as a preview.

    • Sent to your printer.

    • Sent to the Spooler to be printed later.

    Note: You can change this here Tools > Choose Output Mode.