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Print Invoices: Individual Invoice

Distributor steps for printing or reprinting a single invoice in Encompass, from Customer Search or the Invoice table, and choosing what shows on the printout. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How To Print Single Invoice Using Customer

1. Using Universal Search, navigate to the Customer Search Dashboard.
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2. Search for a customer then click Search.
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3. The Invoice Search box allows you to search for an Invoice by given criteria or filter then click the Search button when the specific criteria or filter are already entered.
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  • Once you have the specific Invoice, click the printer icon. You will be directed to the Invoice print view then we can now select the items we want to show on the Invoice and click the 'Print Preview' button to print the Invoice
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4. The Invoices box lists the most recent Invoices. Click the View All Invoices button to view all the Invoices and search for the specific Invoice then click the printer icon.
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  • Once you have the specific Invoice, select the items you want to show on the printed Invoice and click the Print Preview button to print the Invoice.

How To Print Single Invoice Using Invoice Number

1. Using Universal Search, navigate to the Invoice table.
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2. Search for the invoice then click the Print icon.
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3. Once you have the specific Invoice, select the items you want to show on the printed Invoice and click the Print Preview button to print the Invoice.

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