Exporting Invoices from Plus2

Problem

Users need to generate invoices in Plus2 for a member's invoicing account and export them as PDF files to their local PC via Remote Desktop.

Resolution

1. Open the member's invoicing account

   • Go to the Member section in Plus2.
   • Search for the relevant member (you can search by surname or first name).
   • All valid member records will appear in blue. Double-click on the correct member.
   • Select Account, then Display Options, then Invoicing Account.

2. Start the invoice run

   • Click the Invoice/Statement run icon.

3. Set the Sale Cut-off Date and Invoice Payment period

   Invoicing	Sale Cut-off Date	Invoice Payment period
   Monthly	The last day of the month	Leave at the default (30 days)
   Every 10 weeks	The agreed date in 10 weeks' time	70 days
   One-off event	The date of the event	Long enough to ensure payment is before the event
   Other periods (up to 3 months)	The agreed date	The number of days between the date raised and the final payment date

   • For example, if you are raising an invoice on 1 December and want it to run to the end of February, set the Sale Cut-off Date and Invoice Payment period to match.

4. Run the invoice live

   • Tick Live Run and click OK.
   • When prompted by the message, click Yes.
   • A view will appear: cancel it. It shows again: cancel a second time. When it shows a third time, click Okay.
   • The invoice will now display. Make a note of the invoice number for your records.

5. Open the invoice as a PDF

   • Select the download button to the left of the screen.
   • Change the default destination from Disk file to Application.
   • Click OK to the next message that appears (and to any further messages).
   • Your invoice will now appear as a PDF.

6. Print it to your local drive

   • Click the Print option (this is used to save the invoice).
   • In the print dialog, change the Printer to Microsoft Print to PDF (redirected), so it can be saved to your local drive.
   • Click Print.

7. Save and file the invoice

   • Go to your Documents folder on your local drive.
   • Locate the PDF file and rename it as required.
   • Move the file to your chosen invoices folder.

Notes

• If you receive an error message that file links are blocked, see this alternative method: Saving Files to Gladstone Drive from Plus2.
• Setting the correct Sale Cut-off Date and Invoice Payment period is important to match your invoicing requirements and capture the correct transactions and payment dates.
• Organising invoice files in a dedicated folder can help with record keeping.
• Related: Configuring Block Bookings in Plus2.

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