Introduction
There are various options throughout the system for printing Sales Documents and Reports.
There is also a variety of options for printed output formats including Word, PDF, etc.
Printing is a two-step process whereby the printed output is first produced electronically in the requested format, which is then available for review on-screen, before emailing or saving.
Print from the Customer Master Record
Info: Our New Look
If you are using our new look navigation, the Customers listing grid can be found in the AR tab in the new sidebar:
In the Customer Master Records select View from the Actionsdropdown and print the selected document.
Print from Sales Transactions screen
Info: Our New Look
Quotes, Orders, Invoices, and Receipts & Allocations can all be printed from their transaction screens. If you are using our new look navigation, these can be found in the AR tab in the new sidebar:
The Print Option is available on some sales transactions in the Save dropdown.
Print from the Sales Listing Grids
Info: Our New Look
If you are using our new look navigation, the Quotes, Orders, Item Invoices, and Batch Invoices listing grids can be found in the AR tab in the new sidebar:
The Print Column:
You can print/re-print an Invoice or transaction document from the listing screen by clicking the Print dropdown.
Actions:
In the listing grid, you can also select Print from the Actions dropdown.
Balance
In the listing grid, click the relevant balance to open the most recent transactions.
Under the Actions dropdown, select Print.
In the transactions screen, click the Ref to open the Transaction Details, where you can click Reprint.
