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