Skip to main content
All CollectionsInvoices & Payments
Bulk print Invoices and completed Work Orders to customers who want them mailed
Bulk print Invoices and completed Work Orders to customers who want them mailed

Change their location name to Mail Paper Invoice

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

You might have customers who want paper versions of their Invoices or Work Orders to be mailed to them.

Key Points

  • Rename the location name to Mail Paper Invoice

  • Add Mail Paper Invoice in the Service Location page Sticky Note

  • In Sales > Invoices, search by Service Location name Mail

  • Repeat in Sales > Work Orders

An easy way to find those customers and print their Invoices and Work Orders is to change their location name to Mail Paper Invoice in each customers' Location page

Also put Mail Paper Invoice in the Service Location page Sticky Note.

To print the Invoices and completed Work Orders:

  1. In the Service Location box, type Mail

  2. Click the check box for each Invoice you want to print

  3. Click Bulk Print

  4. Print the PDF form*

  5. Repeat in Sales > Work Orders and click the Print Completed button

When you include Mail Paper Invoice in the Service Location Sticky Note, it will show on the mobile app for the techs to see.

* Tip If you have duplex printing enabled (printing on both sides of the page), disable
   it to avoid printing two Invoices or Work Orders to two different customers on one
   sheet of paper.

Also, when you use the preference for Print vs Email in the customer's account, it is only functional on the Sales > Invoices page

Also see the following article for printing future Work Orders and Work Pool; How to bulk print future Work Orders/Work Pool

Did this answer your question?