View & Invoice Upcoming Auto Deliveries

Upcoming auto-deliveries can be accessed from the Upcoming Events sidebar, the Calendar, the Auto Delivery form, or the Invoice Log. 

View & Invoice from Upcoming Events

If necessary, to open Upcoming Events, from the Calendar menu, select Upcoming Events (or from the Events group on the main toolbar, select Events), then click the Auto Deliveries group to expand and view upcoming deliveries.

• Next to each name, select to expand or collapse to view items scheduled to be included in the delivery.
• Right-click on the name to select the following options: New Auto Delivery, Edit, Delete, View Profile, Invoice, or Move To

View from the Calendar

To view upcoming auto deliveries from the calendar, from the Calendar menu, select  To Do List (or from the Events group on the main toolbar, select To Do List). Auto deliveries will be listed as Auto Delivery under the Follow-up column.

View & Invoice from the Auto Delivery form

1. To view or invoice an upcoming auto delivery from the Auto Delivery form, from the Contacts menu select  Auto Delivery (or from the Contacts group on the main toolbar, click  Auto Delivery).
2. If necessary, from the Date Range drop-down select the desired dates.
3. Select the checkbox next to the name, then from the toolbar, click to create a new invoice, or right-click and select Invoice.

View & Invoice from the Contact Profile

If necessary, locate the contact profile and open it. Select the Action Items tab. Under the Auto Delivery section, right-click on the auto delivery and select Invoice (additional options include Add, Edit, and Delete).

View & Print from the Invoice Log

Access the Invoice Log from the Business Tools menu, select Invoice Log (or from the Reports - Tools group on the main toolbar click  Invoices).

Option 1: Deliveries view

1. Under the View drop-down list, select Deliveries.
2. Set a Date Range from the filter sidebar.
3. Select the checkbox next to each invoice to be included, or leave all checkboxes unselected to include all.
4. Click   and select Print.
5. From the Preview toolbar, click  to print (or  to export as a pdf). View
6. When finished, to remove any filters set, click .

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Option 2: Customer Orders view

The Customer Orders view is another option view that can be loaded and used.

1. Load the view by clicking   then select Load View. View
2. From the views listed select Customer Orders, then click   OK  . View
3. Set a Date Range from the filter sidebar.
4. Select the checkbox next to each invoice to be included, or leave all checkboxes unselected to include all.
5. Click   and select Print.
6. From the Preview toolbar, click  to print (or  to export as a pdf). View
7. When finished, to remove any filters set, click .

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Additional Information:

• Setting up an Auto-Delivery