How do you send an invoice to a customer in Cetec ERP?

The first step is to navigate to the invoice you want to send. Click Sales, then Invoices, then Invoice List. You’ll arrive at the Invoice List report. Click Submit to run the report, and then click into the link for your invoice.

On the left-hand side of the screen, you’ll see a “PDF (Quick)” link. This is actually two separate links, both dealing with the PDF version of this invoice.

Clicking on the word “Quick” opens up a PDF that is set up using the last formatting choices you made. You can then quickly download or print that PDF to send to your customer.

If you click on the word PDF, you’ll open up a page where you can make formatting choices about the PDF you’ll send. Check and uncheck the boxes in the “Customize PDF’’ section to format your PDF, then click the Set Columns button to save your selections. You can then scroll down to preview your PDF. Using the buttons at the top of the screen, you can choose to either download your PDF or to email your PDF directly through Cetec ERP.