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.
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
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.
- 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). - If necessary, from the Date Range drop-down select the desired dates.
- Select the checkbox next to the name, then from the toolbar, click
to create a new invoice, or right-click and select Invoice.
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).
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
- Under the View drop-down list, select Deliveries.
- Set a Date Range from the filter sidebar.
- Select the checkbox next to each invoice to be included, or leave all checkboxes unselected to include all.
- Click
and select Print. - From the Preview toolbar, click
to print (or 
to export as a pdf). View - When finished, to remove any filters set, click
.
Option 2: Customer Orders view
The Customer Orders view is another option view that can be loaded and used.
- Load the view by clicking
then select Load View. View - From the views listed select Customer Orders, then click
OK . View - Set a Date Range from the filter sidebar.
- Select the checkbox next to each invoice to be included, or leave all checkboxes unselected to include all.
- Click and select Print.
- From the Preview toolbar, click to print (or to export as a pdf). View
- When finished, to remove any filters set, click .
