Purpose

In this video guide will walk you through the process for eForms in TRUE to allow for efficient generation and printing of Invoices, either individually or in batches. Review this article below for a brief overview.

Video

Single Invoice

1. Navigate to the Invoice module.
2. Select the specific Invoice.
3. Click the "Options" button.
4. Choose “Select eForm” and click the correct Invoice eForm.
5. Select the “Generate” button

Generating Invoice eForms in Batch (Multiple)

1. Go to the Invoices module 
2. Create an active list of Invoices by performing Advanced Filter searches or other means of filtering.
3. Click the checkbox fields (batch select) to the left of the Invoices you'd like to generate.
4. Click the purple eForm button 
5. Select "Generate".

Printing Invoice eForms in Batch (Multiple)

1. After generating eForms in batch using the steps above, click the purple eForm button again.
2. Select the "Print" option
3. Choose the Invoices you want to print 
4. TRUE will produce a PDF containing all selected Invoices

Tips for Efficient Use 

• Sort and filter Invoice lists before batch processing. Use the “Advanced Filter” for this purpose.
• Utilize batch selection for quick multiple Invoice selection 
• Use batch functions for processing numerous Invoices simultaneously