Reprinting a Customer Invoice
We all know the scenario: a customer calls and needs a copy of an invoice that you gave him. And, you are not sure where to find it in CentralLink. Well, it’s easier than you think, and its a simple checkbox that you may not have ever noticed.
All customer invoices in CentralLink are categorized as quotes. They are found under the “View Quotes” option under the Order menu. One of the search parameters you can use when searching for an order is a checkbox for “show submitted quotes.” Check this box, set your date fields and job filters, and hit Search.
In the search results you will see “submitted as order xxxxx.” This shows the order that it was submitted as and you can copy or print the order. If you need to email it, hit print, and save the PDF when it generates.