Print Invoice

The Print action works differently depending on the type of invoice and the module it belongs to. Some invoices — like Freight and Disbursement Account — are managed by other modules, not by Accounting.

Invoices from the Accounting Module

• For invoices native to the Accounting Module (Miscellaneous, Hire, Bunkering, etc.), specific print templates are available.

• It is important to use a template that matches the invoice type because the data structure can differ.

Invoices from Other Modules

• If the invoice comes from another module (for example, a Disbursement Account from the Port Agent Module), the templates available during printing are defined by that module.

• Each module provides its own templates for its invoice types.

Custom Print Action

The Custom Print action automatically selects different invoice templates based on the ‘Issued By’ company.

To set this up:

• Open the Contacts Module;

• Go to the Contact card;

• Open the Accounting tab → Reports subtab;

• Assign specific templates for each invoice type.

This setup helps automate template selection. The correct template will be applied without the need to manually select it every time.