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How to print and dispatch a client job invoice

This guide explains how to print and email client job invoices to streamline invoicing, communication, and record-keeping.

Step by Step Guide:

1. Navigate to ACCOUNTING > Receivables > Client Job Invoices.

2. Use the Filters to narrow down your search, or scroll through the list of INVOICE NO.

3. Check the box next to the Invoice No. that needs to be printed.

4. Click Preview, located at the top right of the page.

5. The invoice(s) will be printed into a pdf viewer window – from there, you can send the invoice(s) to the printer or alternatively save the file as a pdf by clicking on the save icon in the pdf viewer window.

How to dispatch invoices

6. Navigate to ACCOUNTING > Receivables > Client Job Invoices.

7. Use the Filters to narrow down your search, or scroll through the list of INVOICE NO.

8. Check the box next to the Invoice No. that needs to be dispatched.

9. Click Email Hyperlink, located at the top of the page.

10. An email will be generated and sent to the invoice contact’s email address containing a hyperlink to the PDF file with the invoice(s), which the recipient can click to open. Clicking Email Attachments, located at the top of the page, will open a window pre-populated with the text defined in Disclaimers Setup Files / Report Setup / Report Disclaimers, which can be edited or overridden as needed.

11. An email will be created by Accountability’s email system and sent to the invoice contact’s email address, with a copy also sent to the sender

​Email a client job invoice from within the client job invoice

12. Navigate to ACCOUNTING > Receivables > Client Job Invoices.

13. Use the Filters to narrow down your search, or scroll through the list of INVOICE NO.

14. Click on the invoice number that needs to be emailed.

15. Click Email, located at the top of the page.

16. An email will be created addressed to the invoice contact’s email address with a hyperlink to the pdf file containing the invoice(s), which the recipient of the email can click on to open.