TASBooks - Printing and posting sales orders

The final stage of creating our sales invoice is to print the invoice and post the figures to the ledgers. Once you do this, the ledgers and the relevant product files of TASBooks update.

Note: Once you post an invoice, you can't edit or delete it through the Sales Order ledger.

The following steps contain everything you need to help you print and post your sales orders in TASBooks.

To print and post your sales orders

  1. Sales Orders > Print and Post > Print Sales Invoices / Credit Notes (option 625).
  2. Options tab > Type > select either Print New Orders or Reprint Existing Invoices.
  3. Include > select whether to print sales invoices, credit notes or both.
  4. If you want to re-printing your invoices > Range > enter the starting and ending order number or invoice number.
  5. Invoice/Tax Point Date > enter the date you want to post the invoice to the ledgers.

    Tip: The Invoice/Tax Point date defaults to the current Sales Ledger date.

  6. Options > select from the following options:

    • Auto Post orders after Printing - If you want to post the invoice to the ledgers automatically when it prints, select this check box.

      Tip: If you don't select this check box, you're asked whether or not you want to post the invoice when it prints.

    • Print all on B/O Lines - If you want to include items that have been ordered and are out of stock on the invoice, select this check box.
    • Extra Details - If you want to print an invoice that includes all the details of the original order, such as, the total quantity ordered, select this check box.
    • Explode Assembly Lines - If you want to show any assembly items expanded to see the individual product items, select this check box.

You will now need to select the stationery you want to use to print the invoices. Click the Print Options tab and refer to the relevant section below.

To print a sales invoice or credit note using standard stationery, for example, on pre-printed stationery or plain paper

  1. Complete the steps detailed in the previous section - To print and post your Sales Orders.
  2. Within the Print Options tab, select Use Standard Stationery.
  3. To change the stationery type > Change.
  4. Company Name & Address Details > choose whether you want the details to be left aligned or not printed at all, from the drop-down list.
  5. Note: If you're printing onto a letterhead which includes your company name and address, choose the Don't print option.

  6. If you want to print on plain or letterheaded paper, select Plain Paper / Letterheaded paper > choose the relevant option from the drop-down list.
  7. If you want to print on TASBooks pre-printed stationery, select Pre-printed / Customised Stationery > choose the relevant option from the drop-down list.
  8. Tip: If you're using pre-printed stationery, you can choose what information appears in the lower left box from Layout Options > Lower Box Content drop-down list. The options are Delivery Address, Settlement Discount Terms, or VAT Breakdown. If you need to line-up your printing, you can also enter margins here.

  9. To save your selections > OK.
  10. Click Print.
  11. To close the Print Sales Invoices / Credit Notes window > Cancel.

To print a sales invoice or credit note using a Word template

  1. Complete the steps detailed in the previous section - To print and post your Sales Orders.
  2. Within the Print Options tab, select Use Microsoft Word Template.
  3. To change to a different template or add a new one > Change.
  4. Select the template you require > Select > proceed to step 9.
  5. If the template doesn't appear, to select a new template > Add New.
  6. Click the Open Folder button > select one of the following options:

    • TWINVBLK - Use this option to create your own invoice or credit note template. For more information about creating templates, refer to your TASBooks User Guide.
    • TWINVPHT - Use this option to add your own company logo to the standard invoice or credit note template.
    • TWINV - This is the standard invoice or credit note template.
    • TWINVE - Use this option to print an extra column to display the invoice or credit note amounts in a the second currency, for example, euro.

  7. Click Open.
  8. Enter a description for the template > OK.
  9. Select this template from the list > Select.
  10. Click Print.
  11. To close the Print Sales Invoices / Credit Notes window > Cancel.

To email a sales invoice or credit note

Tip: You can email documents in either PDF, HTML format or as a Microsoft Word document. You can check or amend the selected format, in Central > General Company Information > TASBooks Configuration (option 012) > Email. If you want to email a Word template, select PDF.

  1. Complete the steps detailed in the previous section - To print and post your Sales Orders.
  2. Within the Print Options tab, select Use Email.
  3. If the correct template appears, proceed to step 5.

  4. To change the template, click Change next to the relevant form:

    • If your email document is set to HTML, you can change the colour, layout or currency options. From the drop-down lists, choose your required options.
    • If your email document format is set to PDF, you can only change the currency setting. To do this, select Use Standard Stationery > choose the required template.
    • If you want to email a Word template, select Use Microsoft Word Template. If you need to change the template > Change > select the template you want to use > Select. If the template you want to use doesn't appear, to add the template, follow steps 5 to 8 in the previous section.

  5. To continue > Ok.
  6. Click Send eMail.
  7. If required, to amend an email address > Edit Recipient.
  8. To view an invoice or credit note, select it > View.
  9. To send all of the items by email > Send All, or to send an individual item, select it > Send.

The following steps contain everything you need to help you print and post your sales orders in TASBooks.

To print and post your sales orders

  1. Sales Orders > Print and Post > Print Sales Invoices / Credit Notes (option 625).
  2. Options tab > Type > select either Print New Orders or Reprint Existing Invoices.
  3. Include > select whether to print sales invoices, credit notes or both.
  4. If you want to re-printing your invoices > Range > enter the starting and ending order number or invoice number.
  5. Invoice/Tax Point Date > enter the date you want to post the invoice to the ledgers.

    Tip: The Invoice/Tax Point date defaults to the current Sales Ledger date.

  6. Options > select from the following options:

    • Auto Post orders after Printing - If you want to post the invoice to the ledgers automatically when it prints, select this check box.

      Tip: If you don't select this check box, you're asked whether or not you want to post the invoice when it prints.

    • Print all on B/O Lines - If you want to include items that have been ordered and are out of stock on the invoice, select this check box.
    • Extra Details - If you want to print an invoice that includes all the details of the original order, such as, the total quantity ordered, select this check box.
    • Explode Assembly Lines - If you want to show any assembly items expanded to see the individual product items, select this check box.

You will now need to select the stationery you want to use to print the invoices. Click the Print Options tab and refer to the relevant section below.


To print a sales invoice or credit note using standard stationery, for example, on pre-printed stationery or plain paper

  1. Complete the steps detailed in the To print and post your Sales Orders section.
  2. Within the Print Options tab, select Use Standard Stationery.
  3. To change the stationery type > Change.
  4. Company Name & Address Details > choose whether you want the details to be left aligned or not printed at all, from the drop-down list.
  5. Note: If you're printing onto a letterhead which includes your company name and address, choose the Don't print option.

  6. If you want to print on plain or letterheaded paper, select Plain Paper / Letterheaded paper > choose the relevant option from the drop-down list.
  7. If you want to print on TASBooks pre-printed stationery, select Pre-printed / Customised Stationery > choose the relevant option from the drop-down list.
  8. Tip: If you're using pre-printed stationery, you can choose what information appears in the lower left box from Layout Options > Lower Box Content drop-down list. The options are Delivery Address, Settlement Discount Terms, or VAT Breakdown. If you need to line-up your printing, you can also enter margins here.

  9. To save your selections > OK.
  10. Click Print.
  11. To close the Print Sales Invoices / Credit Notes window > Cancel.

To print a sales invoice or credit note using a Word template

  1. Complete the steps detailed in the To print and post your Sales Orders section.
  2. Within the Print Options tab, select Use Microsoft Word Template.
  3. To change to a different template or add a new one > Change.
  4. Select the template you require > Select > proceed to step 9.
  5. If the template doesn't appear, to select a new template > Add New.
  6. Click the Open Folder button > select one of the following options:

    • TWINVBLK - Use this option to create your own invoice or credit note template. For more information about creating templates, refer to your TASBooks User Guide.
    • TWINVPHT - Use this option to add your own company logo to the standard invoice or credit note template.
    • TWINV - This is the standard invoice or credit note template.
    • TWINVE - Use this option to print an extra column to display the invoice or credit note amounts in a the second currency, for example, euro.

  7. Click Open.
  8. Enter a description for the template > OK.
  9. Select this template from the list > Select.
  10. Click Print.
  11. To close the Print Sales Invoices / Credit Notes window > Cancel.

To email a sales invoice or credit note

Tip: You can email documents in either PDF, HTML format or as a Microsoft Word document. You can check or amend the selected format, in Central > General Company Information > TASBooks Configuration (option 012) > Email. If you want to email a Word template, select PDF.

  1. Complete the steps detailed in the previous section - To print and post your Sales Orders.
  2. Within the Print Options tab, select Use Email.
  3. If the correct template appears, proceed to step 5.

  4. To change the template, click Change next to the relevant form:

    • If your email document is set to HTML, you can change the colour, layout or currency options. From the drop-down lists, choose your required options.
    • If your email document format is set to PDF, you can only change the currency setting. To do this, select Use Standard Stationery > choose the required template.
    • If you want to email a Word template, select Use Microsoft Word Template. If you need to change the template > Change > select the template you want to use > Select. If the template you want to use doesn't appear, to add the template, follow steps 5 to 8 in the previous section.

  5. To continue > Ok.
  6. Click Send eMail.
  7. If required, to amend an email address > Edit Recipient.
  8. To view an invoice or credit note, select it > View.
  9. To send all of the items by email > Send All, or to send an individual item, select it > Send.

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