Forum Discussion

AlanF's avatar
AlanF
Experienced User
4 years ago

Print Bulk List of Invoices Efficiently

Hi All,   I have had a request from a customer to re-send to then a large number of invoices going back about a year (they have had some kind of systems issue I believe).   They have sent me a li...
Sales
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi AlanF 

     

    The way I would produce those invoices would be through the below process:

    1. Navigate to Sales>>Print/Email Invoices
    2. Select Advanced Filters...
    3. Untick Unprinted or unsent invoices only
    4. Select the desired customer from the customer list
    5. Select Ok. This will provide you with a list of the invoices for that customer.
    6. Go through and tick the required invoices that are needed before selecting Print (or Send Email).

     Note: Depending on the status of those invoices, you may need to update the Sales Status field in the Advanced Filters to get the appropriate invoices to appear.

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi AlanF 

 

The way I would produce those invoices would be through the below process:

  1. Navigate to Sales>>Print/Email Invoices
  2. Select Advanced Filters...
  3. Untick Unprinted or unsent invoices only
  4. Select the desired customer from the customer list
  5. Select Ok. This will provide you with a list of the invoices for that customer.
  6. Go through and tick the required invoices that are needed before selecting Print (or Send Email).

 Note: Depending on the status of those invoices, you may need to update the Sales Status field in the Advanced Filters to get the appropriate invoices to appear.