Marlin GTX includes flexible options for printing and re-printing invoice documents.
Invoices can be exported and printed when finalising orders, or re-printed at a later date, if required.
Printing Invoices
You will usually be given the option to print the invoice document when finalising an invoice.
Once the Ok button is clicked:
- A window will open to save a PDF version of the invoice document
- This can then be opened from your hard drive and printed as usual
If the Print option is not available:
- Click on the Add drop-down at the top of the Document Delivery pop-up
- Select the Print option from the list that appears
- It will be added to the Delivery method list below
Multiple Print options can be added if you want to save multiple versions of the invoice at once.
See the Document Delivery Methods help guide on how to edit the default delivery method options.
Re-Printing Invoices
Invoices can be re-printed or sent using the Customer Maintenance, AutoTracker or Business Planner modules.
You are only able to re-print invoices from the current and previous financial years.
Records from previous years can be viewed and printed by loading previous year data sets.
Customer Maintenance
Invoices can be reprinted from the Customer Maintenance module (Main > Customers > Manage Customers).
First, open the relevant customer record.
To locate an invoice:
- Click on the Transactions tab at the top
- Locate the invoice in the list
- Click on the Search button (binoculars) at the top
- Transaction Details are shown at the bottom
To print or send the invoice:
- Click on the Print at the top of the Transaction Details section
AutoTracker
Invoices can be reprinted from the AutoTracker module (Main > Customers > AutoTracker).
To locate an invoice:
- Use the top section to search for the owner or vehicle
- Or, Use the section at the bottom to search for the invoice number (if known)
Double-click to open the record, when found
If the invoice is not associated with an AutoTracker customer owner or vehicle, it will not appear in the AutoTracker search.
To print or send the invoice:
- Select it in the Transactions list at the bottom-left
- Click on the Print at the top of the list
Business Planner
Invoices can also be reprinted from the Business Planner (Main > Enquiries > Business Planner).
To locate an invoice:
- Click on the Search tab at the top
- Perform the search, using the selected criteria
- Make sure to keep the Invoices checkbox ticked
Once the invoice is located, Double-click to open the Booking Details pop-up.
To print or send the invoice:
- Click on the Customer Transactions tab at the top
- Select it in the Transaction Headers list at the top
- Click on the Print at the top of the Transaction Details list below
Attempting to print a transaction from a previous year, without associated AutoTracker information will fail. This will be fixed in future versions.
In the meantime, use one of the other methods above.
