Invoices can be printed/emailed on posted and unposted orders.

A blue invoice icon appears when an invoice has been printed or emailed on an order. Hovering mouse over the blue invoice icon will show the date the invoice was 

printed/emailed.

            Note: The blue invoice icon indicates that an invoice has been printed but does not impact the 

            invoice date on the details tab of the order.

The Invoice Date field, on the Order view page Details section, is based on the posting of the order. The invoice date will automatically update to the current date when the order is posted. This date can be manually entered if settings allow for manual invoice date entry. (For more information on invoice date settings, see Financial - Configuration)

To Print/Email an Invoice on an Order:

Step      Action

  1.        From the Order View page, hover over the actions menu and select {Print Invoice} or 

             {Email Invoice} from the drop-down. A Choose an Option modal will open. The first 

             option on the left-hand side, the document/canned email default, will be highlighted.

 2.       Click on an image for emailing or printing. The blue invoice icon appears when an invoice 

           has been printed or emailed on an order. 

To Bulk Print/Email Invoices:

Step      Action

  1.        From the Quotes/Order search page, select orders to action by checking boxes to 

             left-hand side of Order#. 

             Note: The invoice email or print drop-down will only be visible if a search has been 

             done by Customer Number. Invoices cannot be bulk emailed on multiple customers 

             at one time.  

  2.        Select {Invoice}.

             Note: Invoices can only be emailed/printed on posted and unposted orders. An error will 

             generate if a voided order is included in selected orders.

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

             email default, will be highlighted.

  3.       Click on an image for emailing or printing.

            The blue invoice icon appears when an invoice has been printed or emailed on an order. 

            Hovering mouse over the blue invoice icon will show the date the invoice was 

            printed/emailed.

            Note: The blue invoice icon indicates that an invoice has been printed but does not impact the 

            invoice date on the details tab of the order. That invoice date field is based on when the order 

            is posted.