Printing Orders & Statements

In Orders > Orders List check the boxes to the left of the Orders you want to print, or select all. Bulk Actions > Print allows you to print Orders, Receipts, Packing Slips, Credit memos, Invoices, Picklists and Statements.

Or go to Customers > Accounts and open an Account. Select the Sales tab for a list of that Account's Orders.


Print Orders

To download PDF copies of your orders, use Print Orders.

Print Receipts

To download payment receipts, use Print Payment Receipts.

Print Packing Slips

To download packing slips for shipped Orders, use Print Packing Slips.

Print Credit Memos

To download credit memos issued to your customers, use Print Credit Memos.

Print Invoices

To download all invoices on selected orders, use Print Invoices.

Print Statement

To generate a statement for the entire Account, go to the Sales tab within the Account. Click the the Open Invoices tab > Select All ( Select All from the center of the green bar across the top of the page) > Bulk Actions > Print Statement.

๐Ÿ‘

A Pay Now button is displayed for each Invoice in the statement.

Customers can click through the button in their PDF to pay each invoice.

This will print a statement of the Account's Open Invoices.


๐Ÿšง

An Order Statement can also be printed from the Order Summary within the Order screen, providing Invoice details for that order only.


Statement PDF

The Statement PDF will display the following details about invoices on your customer's orders:

  • Invoice ID
  • Invoice Date
  • Invoice Status
  • Order ID
  • Due Date
  • Total
  • Paid
  • Refunded
  • Amount Due
  • Pay Now Button

๐Ÿ“˜

You can see the Current Due and Past Due amounts listed at the bottom of Statement, broken down by how many days past due they are.

Email Statement

You can also choose to email the statement to your customer instead of printing it out.

Pick List Single, Multiple, and Items

Each of the Pick List options will download a list of items in each order for picking and packing. Single can only be used for packing one order at a time.


Whatโ€™s Next