How to Print Invoices

Efficiently printing invoices within The Customer Factor is a straightforward process, offering multiple options to suit your preferences. Here's a step-by-step guide:

Method 1: Print from Daily Calendar

Hover over the "Calendars" tab on the left navigation bar and select "Daily" to access your Daily Calendar screen.
If you have jobs scheduled for the day, utilize the check-all box located on the right.
Click the "Print Invoices" button at the bottom to print invoices for all jobs on that day.

The instructions mentioned above are based on the "List" view on the daily calendar. However, if you prefer the Employee/Crew, or Display view, you'll find a "Print Invoices" button at the bottom of those two distinct views.

Note: This process applies to the "List view, Display view, or Employee/Crew display view" on the daily calendar. Also, when you use the "Print Invoices" button on any daily calendar view, it simultaneously generates the invoices, eliminating the need to create them beforehand.

Method 2: Print Directly from Customer Profile (Invoice Screen)

On the customer's profile, go to the "Current Jobs" subtab.
Check the checkbox on the right, and scroll down to click the "Create Invoice: Current Job(s) ONLY" button.

This action will then take you to the 'Invoice screen' where you can print, email, save as PDF, etc.

Method 3: Print from Invoice Search Results Screen

For this, you would have to go to the Invoice Search screen and perform a search based on criteria like invoice number, unpaid invoices, or customer name.
Select the desired invoices by checking the "Select or Check All" box located on the right.
Scroll down and click the "Print Invoices" button to proceed.

And that's it! Now, you can effortlessly generate invoices in The Customer Factor. Whether you choose to initiate this process from the daily calendar, customer profile screen, or invoice search results, this versatile approach guarantees a smooth invoicing experience tailored to your workflow.

If you have any further questions or need assistance, feel free to reach out to our support team.

Best,