Printing and Emailing Invoices for House Accounts

Modified on Thu, 7 Sep, 2023 at 4:36 PM

Invoices are print-outs of orders that include the Sender's Name and Address in the top section to fit into the window of a standard #10 envelope to be mailed to customers. They include all order details and can be printed either from the Order Detail page or in the House Account Report.



TABLE OF CONTENTS



How to Print Invoices from House Account Report


Navigate to Reports House Account


Check the box to the left of the House Account Name and select Print > Selected Invoices from the top right of the page.





How to Email Invoices from House Account Report



Select your "Email" preferred customers.


Now choose Print Selected Invoices.

 

Change your destination printer to Save as PDF.

This will let you save the document to your computer, rather than printing.

 

Rename the document to whatever you'd like.

From you here, save your file. You will then be able to attach this file to an email.





 




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