Operations Order Management - Preview Invoice Mailer Templates

1. Navigate to "Orders"

   To preview invoice mailer templates for orders, navigate to the "Orders" section in the Operations Portal.

   

2. Click "Orders"

   Then, click "Orders". In order to access "Orders" the account will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "dispatch" "orderEdit," "orderView," "crmCompanyOrderView," or "crmCompanyOrderEdit".

   

3. Search for the order

   Type a keyword into the "Search..." field to locate the target order.

   

4. Click on the more details icon

   Click on the more details icon to open the order details screen.

   

5. Click "Generate File"

   Click the "Generate File" icon.

   

6. Select "Internal PDF"

   Then, select "Internal PDF" from the dropdown.

   

7. Type "invoice mailer" in the "Templates" field

   Click the "Templates" field, and type "invoice mailer".

   

8. Choose "Invoice Mailer - Customer - PDF"

   Choose the "Invoice Mailer - Customer - PDF" template.

   

9. Click "Generate"

   Click "Generate" to initiate the PDF document creation process.

   

10. Click the eye icon to preview mailer template

    The system automatically redirects to the "Internal Files" screen once the process completes. Click the eye icon to view the newly generated invoice mailer template for an order.

    

11. Mailer Template Preview

    You can now view the invoice mailer template.