Print an Invoice

• Click on the 3 dot selection to the right on an Order.
• Select Print Invoice from the dropdown.
• If more than one Invoice documents exist a prompt window will appear.
• Choose the correct Invoice document.
• A Print Preview window will appear.

The invoice can now be added to Google Drive, Downloaded, or Printed using the buttons at the top right of the window.

Email an Invoice

• Click on the 3 dot selection to the right on an Order.
• Select Email Invoice from the dropdown.
• If more than one Invoice documents exist a prompt window will appear.
• Choose the correct Invoice document.
• The Canned Email window will appear.

From is defaulted to the user that is logged into the system. If your email address does not appear in the From dropdown, your security settings will need to be updated. Contact your Admin and ask them to enable "Email From" in you Security Role settings.

To automatically defaults to the Order Contact, if no Contact is present you can type in an address and click Enter/Return.

Subject can be altered manually if necessary. The displaying text is managed in Settings > Communications > Canned Emails.

Attachments can be added to the email. The Invoice pdf is automatically attached.

Canned Email allows you to choose the body copy and look of the email being sent.