Invoice & View Customer Wish List Items

Filter Customer List for Wish List items

1. From the View drop down, select Wish List.
2. From the Filter sidebar, choose either a specific item, Group or Category and whether to include the Closeout Items category or items that are Out of Stock.
3. The list can then be printed as a report, select names and create a group email, or create a list in the List Builder.
4. When finished, click  to remove any filters set, then from the View drop down, select Default to view the default customer list layout.

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Invoice from a customer's Wish List

1. Open the desired customer's profile and click the Wish List tab.
2. Select the item(s) from the Wish List section, then click  and choose Add Items to Invoice.
3. Choose either   Yes   or   No   to have the items removed from the Wish List after the invoice has been completed.

(4:13) Video Clarity Help