Operations CRM - Accounts Receivable Order Management: Printing Multiple Invoices

1. Navigate to "CRM"

   In order to download or print multiple invoices, navigate to the "CRM" section in the Operations Portal.

   

2. Click "Companies"

   Then, click "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView and companyEdit", or "crmCompanyView and crmCompanyEdit". Just a reminder, "crmCompanyView and crmCompanyEdit" access only allows employees to view companies that are assigned to them.

   

3. Enter the company name or code to search

   Search for the company. You can enter the company name or code in the "Search..." field to search.

   

4. Click on the more details icon

   Click on the more details icon to open the Company's page.

   

5. Click "More"

   Then, click "More" to view other tabs.

   

6. Select "Orders"

   Select "Orders".

   

7. Click "Status"

   The "Orders" screen displays all orders associated with this customer. Since we are going to download or print multiple invoices, we will filter down the orders by invoice. To do this, click "Status".

   

8. Select "Invoiced"

   Then, select "Invoiced". This brings up a list of all of your invoiced orders for this customer.

   

9. Select the order number

   Click on the check boxes of the order numbers that you would like to print.

   

10. Click "More"

    Click on the "More" button to view different download options.

    

11. Choose your download option

    Choose your download option. The "Download selected orders as customer PDF files" will save the downloaded files to the customer files section on the order and be visible to your customer. The "Download selected orders as internal PDF files" will save the downloaded files to the internal files tab on the order and is only available for employees in the Operations Portal. For this example, we will select the "Download selected orders as customer PDF files" option.

    

12. "Generate Customer PDF's" template

    The "Generate Customer PDF's" window will show with the default template selected.

    

13. "Display Totals" option

    The default setting to display totals on the invoice is set to "Yes", but you can select "No" if you don't want the totals to be displayed.

    

14. "Sort Items By" field

    You also have the option to sort the items by "Line" or by "Product Group".

    

15. Click "Generate"

    After choosing your options, click "Generate". A zip folder with the chosen invoices will be generated and saved to your computer. You can print all the invoices included in the folder.

    

16. Click on the more details icon

    Click on the more details icon to view the company details.

    

17. Go to the "Customer Files" tab

    Go to the "Customer Files" tab.

    

18. Click "Preview"

    The generated invoice is now saved in the "Customer Files" tab. To view, click on the "Preview" icon.

    

19. Example Invoice

    Here is the example invoice that's been generated.