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:
Go to Sales > Invoices
In the Service Location box, type Mail
Click the check box for each Invoice you want to print
Click Bulk Print
Print the PDF form*
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