Email or Print Invoice

Once the invoice is created it should be immediately sent to the customer.

1. Go to the invoice.
2. Click Print/Email.
3. In the menu, everything above the horizontal line is a report you can print. Select anything below the horizontal line to email the report to your customer.

A common invoiced used is the Standard Invoice – Order Items report.

To remove some of the reports from the Print/Email menu:

1. To to Reports module > Customize Reports.
2. Click Search > Search Standard.
3. Double click on the report you want to remove from the menu.
4. Select the Availability tab.
5. Uncheck Invoicing (circled below).
6. Click Save.