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.
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.