Using Report Writer invoices on the Print tab of the invoice display

Out-of-the-box, the invoice Print tab displays the Report Writer version of the invoice report. With the Report Writer - Plus license, the Report Writer invoice can be copied, tailored, and displayed as desired. Contact your CPIL or AiSP for more information.

Note: For clients who are currently using the SSRS version of the invoice report, the Print tab will not automatically use the Report Writer version. To start using the Report Writer version, follow the process below.

Using out-of-the-box Report Writer invoices

To use the out-of-the-box Report Writer invoices, update the following shortcuts to point to the following content records.

Table 2: Viewing the invoice type and Shortcut for content records

Invoice type	Shortcut	Content record
Cash billing	InvoiceDetailCash	@/iCore/Finance/Report-Writer-Invoices/Cash-Invoice-Detail-Report-Writer
Event (source system of MEETING)	InvoiceDetailEvent	@/iCore/Finance/Report-Writer-Invoices/Event-Invoice-Detail-Report-Writer
Commerce (source system of ORDERS)	InvoiceDetailOrder	@/iCore/Finance/Report-Writer-Invoices/Order-Invoice-Detail-Report-Writer
Fundraising Pledge	InvoiceDetailPledge	@/iCore/Finance/Report-Writer-Invoices/Pledge-Invoice-Detail-Report-Writer
All others, including accrual billing and non-pledge gifts	InvoiceDetail	@/iCore/Finance/Report-Writer-Invoices/Invoice-Detail-Report-Writer

Example: Updating the Print tab for event invoices to use the out-of-the-box Report Writer invoice

Do the following to use the out-of-the-box Report Writer invoice for all event invoices:

1. Go to RiSE > Site Builder > Manage shortcuts.
2. Search for the InvoiceDetailEvent shortcut.
3. From the All Sites InvoiceDetailEvent shortcut, click the edit icon.
4. From the URL or content record field, paste the following: @/iCore/Finance/Report-Writer-Invoices/Event-Invoice-Detail-Report-Writer
5. Click Update.
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6. Navigate to an event invoice (source system = MEETING) and click the Print tab to confirm the Report Writer version is appearing.
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Customizing the Report Writer invoices

With the Report Writer - Plus license, you can customize the out-of-the-box Report Writer invoices and display the invoice on the Print tab of the invoice detail. The following outlines the process to display a custom report on the Print tab of the invoice display:

1. Customize the invoice
2. Add the custom invoice to the Print content record
3. Update the invoice detail to use the new Print content record
4. Update the related invoice shortcut

1) Customizing the invoice

Do the following to customize the Report Writer invoice:

1. Go to Reports > Report Writer.
2. Locate the invoice report to customize:
   • Print Selected Order Invoice: Commerce folder
   • Print Selected Event Invoice: Event folder
   • Print Selected Invoice Detail: Finance folder

Note: Use the Print Selected Invoice Detail report for cash dues, accrual dues, and pledges.

3. Click the menu icon for the report, then click Duplicate.
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4. Enter a name for the report and choose a folder, then click Ok.
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5. Make the desired customizations to the invoice, then Save.

2) Adding the invoice report to the Print tab

Do the following to add the new report to the Print tab:

1. Go to RiSE > Page Builder > Manage content.
2. Navigate through the following folder path: @/iCore/Finance/Report-Writer-Invoices
3. Choose one of the following content records, depending on the invoice you are editing:
   • Order Invoice: Order Invoice Report – Report Writer
   • Event Invoice: Event Invoice Report – Report-Writer
   • Invoice Detail: Invoice Detail Report – Report Writer
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4. Copy the content record and paste it in a non-system folder.
5. Open the content record for edit.
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6. From the content item configuration, select Configure.
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7. From the Report document path, select the report you created. Report Writer reports are in the following folder: $/Common/Report Writer/Reports
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8. Click OK, then click Save & Publish.

3) Updating the invoice detail to use the new Print tab

Do the following to update the Invoice detail to use the new Print tab:

1. Go to RiSE > Page Builder > Mange content, and navigate through the following folder path: @/iCore/Finance/
2. Depending on the report you customized, choose one of the following content records to copy:

Table 3: Report and corresponding content records

Report	Content Record
Order Invoice	Order Invoice Detail
Event Invoice	Event Invoice Detail
Invoice Detail	Cash Invoice Detail
	Pledge Invoice Detail
	Invoice Detail

3. Paste the content record in a non-system folder.
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4. Open the content for edit, then click Configure.
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5. Click the Print tab, then from the Content to display field, select the page you created as the new Print tab in the above section.
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6. Click OK, then click Save & Publish.
7. Go to RiSE > Site Builder > Manage shortcuts.
8. Depending on the invoice you are editing, update the shortcut to point to the content record you copied in step 3:
   • InvoiceDetail
   • InvoiceDetailCash
   • InvoiceDetailEvent
   • InvoiceDetailOrder
   • InvoiceDetailPledge
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9. Click Update.
10. Verify the update by going to Finance > Invoices and opening an invoice you are expecting to see with the change.
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