Printing & Emailing Invoices

• To locate the billing center, from the BackOffice, select BILLING from the MAIN MENU on the LEFT side.

• 

• ***YOU MUST SELECT A DATE RANGE***

• Order Date:

  • To search for a specific order date range, select the ORDER DATE radial and enter the date range by selecting the calendar icon and then choosing a FROM and TO date.

  

  Delivery Date:

  • To search for a specific order delivery date range, select the DELIVERY DATE radial and enter the date range by selecting the calendar icon and then choosing a FROM and TO date.

  

  Once Date Range is Complete:

  • Once desired date range is selected, click the GENERATE button.

  

Selecting Delivery Method:

• Selecting the correct DELIVERY METHOD is crucial, if you do not have the correct delivery method selected- you will receive an ERROR message.
  • If you are only printing invoices, select the INVOICES box and desired printer. 
  • If you are only emailing invoices, select the INVOICES radial.
  • If you are both printing and emailing invoices select both the INVOICE box and desired printer as well as the INVOICE radial.

Locating, Selecting and Executing Desired Invoice(s):

• The INVOICES will populate on the right at the bottom of the billing and statement manager. To view INVOICES, click on the desired customer under the STATEMENTS section of the screen, the invoices associated with that customer will appear under the INVOICES section of the screen.
  • PRINT:
    • You will need to select the PRINT box for the customer's desired invoice(s). If a specific delivery method has been specified in the customer center some of the boxes may already be checked to reflect that setting.
    • Once all desired invoices are selected for that customer, click the RUN STATEMENTS / INVOICES button.
  • EMAIL:
    • You will need to select the EMAIL box for the customer's desired invoice(s). If a specific delivery method has been specified in the customer center some of the boxes may already be checked to reflect that setting.
    • Once all desired invoice(s) are selected for that customer, click the RUN STATEMENTS / INVOICES button.
  • PRINT & EMAIL: 
    • You will need to select both the PRINT and EMAIL box for the customer's desired invoice(s). If the specific delivery method has been specified in the customer center some of the boxes may already be checked to reflect that setting.
    • Once the desired invoice(s) are selected for that customer, click the RUN STATEMENTS / INVOICES button.