📆 Revision Date:
Also included in this article are steps on how to confirm an Invoice has been emailed
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Select More from the Dashboard sidebar menu. |
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Select the Local Companies link from the expanded sidebar menu. |
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The Company List page loads. Select the Invoices sidebar link. On the Invoices tab, select the applicable company. |
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The Company Invoices page loads. Select the invoice to be printed or emailed |
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The Invoice Details page loads. Select Print Invoice or Email Invoice. |
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Print Invoice: The Print Invoice popup activates. Select Print.
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The invoice prints to PDF format and opens in a viewer popup. All invoice details are included on the company invoice. |
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Email Invoice: The Email Invoice popup activates. Select or enter the appropriate email address. Click on Confirm |
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How to Confirm an Invoice has been Emailed
Confirm that an Invoice has been sent via Email by reviewing the Audit Logs
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Navigate to the Manage Companies menu option and select the company you emailed the invoice
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Select the Invoice tab |
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On this page you can confirm the recipient email, the method of delivery is email and also view the Audit Logs
Click on Audit Logs |
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Audit Log screen loads Choose the date the invoice was emailed and click on Audit Logs A detailed log will show |
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