How to Resend and/or Print a Customer Invoice

How to Resend or Print a Customer Invoice in 10X ERP

To resend or print a customer invoice in 10X ERP, navigate to the Sales Order Table and select Invoices. From there, you can search for the customer and view both open and closed invoices. You can then send the invoice via email or print it. Additionally, you can access invoices from the Customer File under the AR section.

Steps to Resend or Print an Invoice:

• Go to Sales Order Table and select Invoices.
• Search for the Customer to locate the desired invoice.
• Filter by Open or Closed Invoices and apply a Date Range if needed.
• Open the Invoice and use the Send Dialog to email or select Print to generate a physical copy.
• Emailing:
  • The default email is set to the customer’s invoice email.
  • Edit the recipient, add additional contacts, modify the message, or attach relevant files.
• Printing:
  • Select Print, choose the appropriate printer, and proceed.
• Alternative Method:
  • Navigate to the Customer File and select the AR Section.
  • Toggle between Open and Closed Invoices as needed.
  • Open the invoice and choose to Print or Send via Email.