Issue vouchers

To enable a buyer to pay for a purchase, you will need to issue a voucher. You can issue vouchers in two ways.

• In the Sales screen
• In the Add Sale screen or the Invoice # screen

Issue a voucher in the Sales screen

1. In the Sales screen,

   To open the Sales screen, click Sales in the navigation panel.

   For more information, see Sales.

   search for the installment for which you want to issue the voucher.

   Note: You can filter by date and status in the Sales screen.

2. Click the Issue Voucher link for the installment.

   Note: If you do not see this link, either you have not yet set up OnBalance to issue vouchers, or you have already issued a voucher for the installment.

3. In the Issue Voucher dialog, click Send by E-mail or Print.

Issue a voucher while adding or changing a sale

1. Do one of the following.
   • Add a sale
   • Change a sale
2. Click Installments & Payments to display the installments on the sale.
3. Click the Issue Voucher link on the installment for which you want to issue the voucher.

   Note: If you do not see this link, either you have not yet set up OnBalance to issue vouchers, or you have already issued a voucher for the installment.

4. In the Issue Voucher dialog, click Send by E-mail or Print.
   • If you click Send by E-mail, OnBalance will open a window to edit the email message that will be sent with the voucher. See Send a voucher by email for details.
   • If you click Print, OnBalance will open a PDF file of the voucher in another tab in your browser, allowing you to use your browser’s print options.

     Note: Some browsers may interpret opening the voucher as a popup, blocking the process. If this happens, OnBalance will display a message to let you know the voucher has been blocked from opening and will provide a link to reopen the voucher.

OnBalance will analyze whether you have entered the required data to issue a registered voucher.

• If you have not entered the required data, OnBalance will display a message that lists the missing data, and the process will be canceled.
• If you have entered all data, OnBalance will do the following.
  • Assign the voucher number according to the Next Number of Tickets field in the voucher setup screen.
  • Prepare the voucher to be registered at the bank.
  • Continue with printing the voucher or sending the voucher by email.

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