Print an invoice report from the Invoice Log for a specific contact to generate a tabular list of all invoices associated with that contact. The list can be printed or saved as a PDF, with individual invoices printed separately as needed.
From the sidebar navigation, click
Business Tools, then Invoice Log.
- From the Invoice Log toolbar, select the filter button
, then choose Filter. - From the Date Range drop-down, select one of the quick range options (or choose Custom to enter a Start and End Date, then click OK). If necessary, additional filters can also be set.
- From the Name drop-down, search and select the applicable contact.
- From the toolbar, select the print button
then choose Print.
- In print preview, select the print button
or on a mobile device, tap the export button
to export and download as another file type, such as PDF. - When finished, to clear any filters that may be set, select the filter button then choose Clear Filter.
Additional Information:
- Individual invoices can be printed (or emailed) one at a time by selecting a checkbox, then from the Invoice Log toolbar, select the print button then choose Print (to email, select the email button
). - See Profile: Account & Invoices tab to print or email up to 5 invoices at a time for a specific contact.