Print-Reprint Invoices FENXT
I think that the option to have invoices marked as printed should be a little more like how the option for checks is executed. This way we can ensure all print/save correctly and we mark it as printed when done. With the way it is currently setup it has you put them to printed before the system runs and when it does not run correctly, we have to go back in and individually mark them as not printed or reprint. This way we can save time and complete tasks efficiently in accounts receivables.
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Guest
- Jan 15 2025
- No Status
Related ideas
Please make the change to let us reprint an A/R invoice easily instead of having to go back into the record, change it back to "unprinted", then go back to communications and reprint. Way too time consuming. Let us reprint an invoice from within the invoice record!!!
Can we vote more than once??? š It's imperative that we have the ability to reprint AR invoices without the need to change the status from Printed to Not Yet Printed/Reprint for each invoice. It is much too time-consuming for large volumes of invoices that may need to be reprinted. PLEASE fix this function in NXT!
We occasionally have to fix the text alignment and formatting and that sometimes require multiple tries. The ability to change 'printed' to 'not yet printed' one time for multiple invoices is definitely an important function.
The other issue with how BB View is currently configured is that you cannot change a range of invoices from "printed" to "not yet printed". You can do this in database view. We like to print file copies. As many as 500 or 600 at a time. It is not feasible to change the status of these invoices manually when dealing with this kind of volume. And I dont want to do an import. It already works well in database view. Just dont take it away from us!
Further, it is very common for our customers to ask us us to reprint multiple invoices. Removing database view and not recreating the same functionality in BB view is a major blow to our workflow and is going to create a huge problem for us moving forward.
I also ech LeeAnn's comment about confirming the print job successfully printed. It is far from a perfect world. Blackbaud should give us full control on managing the printing of our invoices.
I definitely agree that marking the invoice as generated should be after it is printed so we can make sure it printed correctly. It is a pain to go back into the invoice, mark it either "not yet printed" or "reprint" and then go back into the print selection again. That's a waste of time!