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Print Invoices: Bulk Invoices

Distributor steps for printing or emailing invoices in bulk from the Print Invoices report in Encompass, filtering by load sheet date, status, paid status or customer. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to Print Invoices in Bulk

1. Using Universal Search, navigate tothe Print Invoices report under the links section.
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2. In the Quick Edit side panel, enter filter criteria for printing invoices.
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a. Filter the report by "Min Load Sheet Status", or "Paid Status".
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b. Add more filters by clicking Add More Filters, and selecting the customer filter intended.
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c. "Load Sheet Date" is required to run the report. Select the date range intended.
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3. Click Run Report.
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​4. Select Invoices to Print using the checkboxes provided, or select all.
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5. Then click Bulk Print Invoices
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​6. Select additional options in the left side menu and click Print Preview.
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​7. Click the Printer icon to open the Print overlay or the envelope icon to send documents via email.
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