To reprint, view, or email an invoice, you have several options:
- If you know the invoice number, you can use the “View/Reprint” button in POS. At the top, type in the invoice number and choose what you want to do: Reprint, View, or Email.
- If you do not know the invoice number, you can use the Transaction Search screen to find it. Open the Transactions viewer and search by using a date range, account #, part #, or what ever necessary. Once you have results on the screen, you can right click on any line item to Reprint, View, or Email.
- If the invoice is in the current month – if you know the account number, you can pull up the current month’s transactions for that account. In the account # field at POS, type in the account number and “T” and press enter. This will bring up the current month’s statement for that account. You can right-click on any invoice for multiple options, including Reprint, View, or Email.