This report allows you to download and save/print invoices.
You can generate this report from the “Call Center” app or from within the “Invoice” table.
From the “Call Center” app:
-
Access
the “Call Center” app. See Access the "Call Center" App for help.
-
Click
the “Customer Order Invoices” report.
You will be taken to the “Invoice” table.
-
Select
the invoice(s) to download by clicking the checkbox next to the invoice(s).
-
Click
the Next link at the top of the
window.
-
Click
the Download Report button to
download a PDF file. Each page in the file will represent one invoice. Save
and/or print the report as needed.
NOTE: The report is also available via a ink that can be shared for 30 days. Copy and paste the link as needed. -
Click
Done.
From within the “Invoice” table:
-
Access
the “Invoice” table. See Access the "Invoice" Table for help.
-
Select
the invoice(s) to download by clicking the checkbox next to the invoice(s).
-
Click
the Actions button, and select Customer Order Invoices.
-
Click
the Download Report button to
download a PDF file. Each page in the file will represent one invoice. Save
and/or print the report as needed.
NOTE: The report is also available via a ink that can be shared for 30 days. Copy and paste the link as needed. -
Click
Done.