Re-Sending an Invoice

Re-Sending an Invoice 

 In some cases, it may be necessary to re-send an invoice. 

 For example, if the client mistakenly deleted the email, the admin can search up the original invoice and send it again. 

 There are two different methods through which this can be done. 

 

 Through the user's history. 

 Through the search invoice page. 

 

 

 Through User Search 

 The user search can be found under the menu tree: 

 

 User Management -> User Search 

 

 Once on the user search page, enter the user information and search the user. 

 

 In the results section, click on the  username  to access the user's profile. 

 

 Once on the user's profile, hover over  History and navigate through the menu History -> All Records  to access the list of this user's transactions. 

 

 Locate and click on the  invoice number that needs to be re-sent. 

 This will open the invoice preview page. 

 

 Once in the invoice preview page, locate the Re-send Email button. 

 Click on this button to re-send the invoice. 

 

 The invoice email will be re-sent to the user.  

 The title will indicate that it is an invoice that has been re-sent. 

 

 

 Through Invoice Search 

 The other way to locate an invoice to re-send is using the  Invoice Search tool. 

 The page can be found under the menu tree: 

 

 Permits -> Invoice Search 

 

 This will open the invoice search page. 

 

 Enter the search criteria and click search. 

 Locate the invoice number within the results and click on it. 

 

 Like with the previous method, this will open the invoice preview where the re-send email button can be found. 

 

 This will re-send the invoice email to the user. 

 

 Printing From Emailed PDF 

 A PDF of the invoice can be printed from the email that was sent. 

 First navigate to the invoice email in the client email and find the where attachments are stored. 

 

 In this example, the attachments are located in the top right. 

 

 Download the PDF when prompted. 

 After the file has been downloaded, the PDF will automatically open, likely in the web browser. 

 Printing directly from this page will result in the printout being cut-off. To prevent this, first download the PDF to your computer disk. 

 The save button will be located in the top right. 

 

 Save the file to the preferred location and open it with any PDF reader. 

 From here, print the PDF like a normal document while ensuring that the print scale is set to 100%. 

 This will prevent the printout from being cut-off.