General - Emailing or Printing Multiple Invoices


Step     Action
 1.        Select {CRM}. The page should open on the Customers tab.

 2.     Hover mouse over the Customer Name to be selected. Click the pencil icon on the right-hand side of the Customer Name to open their view page.


  3.       Select {View all} under Orders or Balances section. Quotes/Orders tab will open for all orders.

  4.       Select Orders to be invoiced by checking boxes to the left of order. All orders can be selected by checking box to left of {New}. 

   5.       Select Invoice and then select to print or email the invoices from the drop down.

  A "Choose an Option" modal window will open.

   6.       Select an option for the printed or emailed invoices.