Retrieving an Estimate, Repair Order or Invoice
IMPORTANT - Invoices are final and cannot be modified.
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Estimates and Repair Orders may be modified and saved, or turned into invoices at a later time.
Click an option below:
Searching all documents
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Select Shop Documents.
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Choose a category from the list.
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Enter the appropriate search criteria then click Search.
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Click the Check Mark icon to open the selected document.
Searching documents by customer
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Select a customer.
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For information about adding and searching for customers, click HERE.
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On the Customer menu, select one of the following:
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History - Will open the History Search screen to view past invoices.
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Docs - Will open the Document Search screen to view current Estimates and Repair Orders.
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Click a Check Mark icon to open a document.