Print or Download a PDF Document

In each of the Orders lists(such as Orders, Invoices, Shipments, Transactions, and Credit Memos), PDF documents can be downloaded or sent to your printer for a physical copy.

From the lists, check the boxes to the left of the records you want to print or download. Then open Bulk Actions to find the Print and Download options.

Print will open the Print Preview on your computer and can send the job to a printer for a physical document.
Download will generate a PDF of the document and save it to your computer.

Print or Download the Order Summary to PDF

The Order Summary document can be retrieved as PDF through the Print or Download options in Bulk Actions.

The Order Summary, Invoices, Credit Memos, Packing Slips, and Pick Lists can be printed individually through their respective print or download actions. All documents linked to the Order can be printed or downloaded together by using Download All.

Print or Download a Quote

Check out the Quote PDF guide here for details.

Print Transactions (Refunds and Payment Receipts)

Go to Orders > Transactions to view the refunds and payments processed in your orders.

Select transactions by checking the box and then open Bulk Actions and click on Print.

The print preview will open up with the selected transactions' documents. Send the print job to your printer, or set the destination as Save to PDF to download it.

Print Packing Slips

Find the Packing Slips PDF guide here.

Print Credit Memos

To print Credit Memos, go to Orders > Credit Memos and use Bulk Actions > Print Credit Memos.

The Print Preview will let you set the destination printer or Save As PDF.

Print Invoices

To download or print out the Invoice PDF, use Bulk Actions > Print Invoices. The invoice PDFs can be printed or downloaded through the Orders or Invoices list.

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.

Click here to learn more about Pick Lists.