Field descriptions: Print or email invoices—Accounts Receivable

Sender email address

The email address of the sender.

This field defaults to your user profile information. You can update the contact settings in the Configure Accounts Receivable page to set default sender information for all users, regardless of who sends the email.

Sender name

The sender contact name included with the email.

This field defaults to your user profile information. You can update the contact settings in the Configure Accounts Receivable page to set default sender information for all users, regardless of who sends the email.

Sender phone number

The sender contact phone number.

This field defaults to your user profile information. You can update the contact settings in the Configure Accounts Receivable page to set default sender information for all users, regardless of who sends the email.

Marketing text

Custom messaging can be added to the printed or emailed invoice. This text appears toward the top of the page above the date line. The default for this text is set via the Company Information page. However, you can temporarily override it here.

Message text

Custom messaging can be added to the printed or emailed invoice. This text appears toward the bottom of the page above the footer line. The default for this text is set via the Company Information page. However, you can temporarily override it here.

Deliver to all available email addresses

Send the email to all listed contacts for the customer company.

Start date

The opening date of a date range to filter by.

End date

The closing date of a date range to filter by.

Prompt on run

A standard report field not used in this task.

Reporting period

A standard time period such as current month, current quarter, and so on.

Previously sent

Include invoices that were previously printed or sent via email.

Partially paid

Include invoices that are partially paid.

Fully paid

Include invoices that are fully paid.

Debit memos

Include debit memos in the list of invoices.

Credit memos

Include credit memos in the list of invoices.

Zero amount transactions

Include transactions with a zero amount in the list of invoices.

From customer

The opening customer of a customer range to filter by.

To customer

The closing customer of a customer range to filter by.

Show for

Filter the subset of the From/To customer selections:

• All customers: Selects the customers in the specified range, plus their child customers that are out of the range
• This customer: Selects only the customers in the specified range
• Child customers: Selects only the child customers for the parent customers in the specified range, both child customers in and out of the range

Summary

Only include transactions from a specific summary.

Aging currency for custom invoices

The invoice aging buckets are calculated, then printed or emailed based on the following options:

• Base currency: This option is the default.

• Transaction currency: This option appears if your company is multi-currency, and is relevant only if you use a document template that includes the Aging merge fields.

Transaction currency

Only include transactions in a specific currency, such as USD.

Printed document template

Use the dropdown list to select a printed document template to use for the printed output (PDFs) for all selected invoices for this print or email process.

Your company may have a default Invoice printed document template assigned in the Configure Accounts Receivable page. Additionally, each customer may have different printed document templates associated with them. This field overrides both settings for this print or email process.

Learn more about printed document templates.

To see a sample of the format, select Find to display the Select printed formats pop-up window, and then select the Preview link. If you do not select a template, the standard template format is used unless a specific document template has been selected for invoices for a customer.

Email template

Use the Email template selection list to select an email template to use for all selected transactions for this email process.

Your company can have a default Invoice email template assigned in the Configure Accounts Receivable page. Additionally, each customer can have email templates associated with them. This field overrides both settings for this email process.

The maximum file size for an attachment in an email is 20 MB. Learn more about email templates.

Sort by

How to sort the list of filtered invoices. Move fields that you'd like to sort on from the left to the right. You can rearrange the sort order if you choose more than one field.

• Name: Name of the customer, which is the default.
• Invoice no: The number of the invoice.
• Created date: The date the invoice was created.
• Due date: The date payment is due.
• Amount due: The amount owed.

Report title 1

A standard report field not used in this task.

Report title 2

A standard report field not used in this task.

Footer text

A standard report field not used in this task.

ID

The customer ID.

Name

The customer name.

Preview

Select the link to see a preview of the invoice PDF.

Payment service provider

If you've subscribed to a customer payment service, indicates which invoices have the Enable service provider checkbox selected.

Invoice

The invoice number.

Created date

The date the invoice was created.

Due date

The date that payment is due.

Amount due

The amount of the invoice.

Currency

If you have a multi-currency company, the currency used for the invoice.

Print

Selects transaction for print.

To print all invoices in the list, select the diagonal arrow at the top of the Print column.

Email template

If you selected a template on the Print or email invoices page, that template name appears here, and is used for all emailed invoices.

Email

Selects transaction for email.

To email all invoices in the list that have an email address in the To column, select the diagonal arrow at the top of the Email column.

To

One or more email addresses to which Intacct is to send the transaction invoice.

The email addresses in this list are those that an admin set up in the allowed email addresses list of your company.

Cc

Carbon copy: One or more email addresses to copy on the email.

Bcc

Blind carbon copy: One or more email addresses to copy on the email without notifying the primary recipients.