Ep. 4 View, Share, Print Invoices

Summary

This instructional video provides step-by-step guidance on how to view, share, and reprint receipts and invoices. It starts by navigating through the Sales menu and selecting the appropriate transactions before sending invoices via email. The process then moves on to reprinting transaction receipts, detailing how to select printer options and ensuring correct print settings. Additionally, it covers how to reprint receipts specifically formatted for A5 paper, emphasizing the need for the right printer type. This concise tutorial effectively aids users in managing their invoices efficiently.

Takeaways

• 😀 Navigate to the Sales menu to access invoice management.
• 😀 Use the Invoices tab to view all transactions.
• 😀 Select a specific transaction date to filter invoices.
• 😀 Enter the recipient's email in the Send Invoice column to share the invoice.
• 😀 Confirm the email address before clicking Send to ensure proper delivery.
• 😀 Click the printer icon to initiate the printing of a transaction receipt.
• 😀 Choose the appropriate type of printer based on your printing needs.
• 😀 Verify the printout on your printer to confirm successful printing.
• 😀 For reprints, repeat the steps ensuring correct printer settings.
• 😀 When using A5 paper, adjust the settings to match your printer type before printing.

Q & A

What is the first step to view and share invoices?

Click the 'Sales' menu.

Where do I find the invoices after clicking the Sales menu?

Go to the 'Invoices' tab.

How do I choose a specific transaction date for invoices?

Select the desired transaction date from the options available.

What do I need to enter to send an invoice?

Enter the recipient's email in the 'Send Invoice' column.

What should I do after entering the recipient's email?

If the email is correct, click 'Send' to dispatch the invoice.

What is the process for reprinting a transaction receipt?

Click the printer icon, select the type of printer, and then click 'Print.'

How can I verify that the receipt has printed correctly?

Check the printout on your printer to ensure it printed as expected.

What is required to reprint using A5 paper format?

Repeat the printing steps and select the appropriate settings for A5 paper.

Are there specific settings I need to choose for A5 printers?

Yes, you should choose settings that match your A5 printer type.

Why is it important to verify the recipient's email before sending the invoice?

Verifying the email prevents errors and ensures that the invoice reaches the intended recipient.