How to Print Out Multiple Invoices

 

 

An Order Invoice is a record of the payment that was made for an order placed on your store. The most common tasks associated with Invoices are (1) printing an invoice to include as a packing slip, and (2) refunding an invoice if an order needs to be refunded or partially refunded.  With the release of Order Management in Shop Manager in early 2023, you can now perform both of these Invoice functions within Shop Manager.

 

This article provides steps for printing multiple invoices at one time, typically done for use as packing slips. Currently, you can do this from either your Store Back-End, or from Shop Manager.

 

 

Option 1: Print Invoices from Store Back-End

 

1. From your store back-end, select Sales > Orders.

   

 

 

 

2.  Use sort, search, or filter to locate the orders for which you want to print invoices. It may be that the orders are already at the top of the list if you are printing invoices for the most recently received orders.  If not, you may filter on a number of fields such as order date or order status.

 

 

3. Once you have the desired orders showing in the list, use the dropdown options to Select All. Alternatively, you can manually select the checkbox next to each order for which you want to print the invoices.

 

 

 

4. With the desired Orders selected, click on the Actions dropdown and choose "Print Invoices". A PDF file of all selected invoices will be created and will be available for downloading and printing.

 

 

 

 

 

Option 2: Print Invoices from Shop Manager

 

1. From Shop Manager, click on Orders from the left menu to view your store orders.

 

 

 

2. Use the Sort, Search and/or Filter options to locate the orders you wish to print invoices for. It may be that the orders are already at the top of the list if you are printing invoices for the most recently received orders.

 

Sort:  Click on any column heading to sort the list by that column. Click the column heading a second time to reverse sort.

 

Search:  In the Search box, enter an Order ID, First name, Last name, Email address, or Order Status, then select the appropriate field from the pulldown list. If the field you are searching is already displayed, then hit the Enter or Return key to process the Search. To clear a search, click the 'X' in the search box. 

 

Filter:  Click the “Filter by” button to filter the list by Order Date (enter a range), Name, Email, Order Status, and/or Customer Group. If your store is integrated with your Patient Management System (PMS), you will also see PMS-appropriate filters related to the Sync Status of the order.

 

 

3. With the desired orders showing in the list, use the checkbox at the top of the list next to Order ID to select all listed orders. Alternatively, you can manually select the checkboxes next to the orders for which you want to print invoices.

 

 

4. With the desired orders selected, click on the "Print Invoices" button that appears in the upper right corner. Doing so brings up a modal window. Click the YES button to confirm your desire to print invoices for the selected orders. A PDF file of all selected invoices will be created and will be available for downloading and printing.

 

       

 

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