Printing and Sending Invoices to Clients

Printing and sending invoices ensures that Clients receive their billing information promptly. This guide will show you how to email or print and send invoices in SapphireOne.

1. Navigate to Inventory > Sales > Inquiry and select the Transactions item. SapphireOne will display the Sales Invoices screen with a list of sales invoices. The most recent invoices will beprinter at the top of the list
2. Select a transaction, open it, and if it is unposted, make any necessary modifications.
3. While the Invoice is still open, click on the small dropdown arrow next to the print icon on the main toolbar. A drop down menu will be displayed.
4. Select the Transactions option from this dropdown menu.
5. The printer dialog for your platform, (macOS or Windows), will immediately be displayed.
6. To Email the Invoice, choose Email from this menu. The Email Report screen will immediately be displayed. Enter any details that are required when all is correct select the Send button.

Alternate Method – From the Report Menu

This functionality is particularly useful when the sending of batch email or the printing of batch invoices is required.

1. Navigate to Inventory > Sales > Report and select the Invoices option. SapphireOne will display the Invoice Reports print dialog alert will be displayed with two options.
2. Leave the Print Destination set as Printer and select the Print button.
   • The printer dialog for your platform (MacOS or Windows) will immediately be displayed, allowing you to print the invoice and send it to the customer as required.
3. When the Print Destination is set to Email, the Report Type is automatically set to Batch Email. SapphireOne next displays the Batch Invoices screen, where you can select the invoices to be sent at this time. Once the invoices are selected, you have two options:
   • Click the Print button to immediately print the selected invoices locally on the printer.
   • Click the Email button to send the selected invoices as emails.

For more details, visit the Inventory > Sales > Transactions and Inventory > Sales > Invoices Report articles.