Open Job Cards of Sales Invoices Ready to be Printed or Emailed

Use Sales Invoices Ready to be Printed or Emailed in the Follow-Up submodule in the Tasks module to open the job cards of sales invoices that are ready to be printed or emailed.

To use Sales Invoices Ready to be Printed or Emailed, you must have access to Tasks as defined in User Access Rights under Settings.

To open the job card of a sales invoice that is ready to be printed or emailed:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > Sales Invoices Ready to be Printed or Emailed.
  3. Highlight or hover over the sales invoice that is ready to be printed or emailed whose job card you want to open.
  4. In the corresponding Job field, click Open Job Card .
  5. Click Close .