General - Emailing or Printing Multiple Invoices


Step      Action

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

  2.        Search for the desired customer and then select the View icon on the right-hand side of 

             the customer name. The Customer view page will open.

  3.        Select {View All} under the Orders section. The Order/Quotes search page will open 

             with all of the customers orders listed.  


             Note: Multiple Email/Print Invoices can also be generated by searching by Customer 

             Number on the Quotes/Orders tab. The page will refresh with all of the customers 

             orders listed.  

  4.       Select orders to action by checking boxes to left-hand side of Order#. Select {Invoice} and 

            then select Email or Print from the drop-down.

             A Choose an Option modal will open.  The first option on the left-hand side, the canned 

             email default, will be highlighted.

  5.       Click on an image for emailing or printing.