Orders - Print Proforma Invoice

Sales

Orders - Print / Email a ProForma Invoice

Where payment is required before a new deal installation begins, print a ProForma Invoice for client payment.

Ribbon Select Sales > Orders

The Sales Orders listing screen will be displayed.

Select the Site where the Sales Order is located.

The example has KwaZulu-Natal selected.

Select the Status.
- The image has New Order selected.
Select the row of the Sales Order that you wish to print a ProForma Invoice for.
Click on Print ProForma Invoice.

The Select the option as desired screen will display with the following options:
Click on the radio button to select the option you require:

Print Order (will open the Order in Report Preview to view, print, export, or email).
Email Order (can attach documents, add recipients, the system will create a .pdf and email the Order).
Print and Email Order (both the Report Preview and Email screens will pop up).

Print Sales Order

Click on the Print Order radio button.
Click on Accept.

The Report Preview screen will display.
You can make cosmetic changes to the document from this screen, as well as Save, Print, Add a Watermark, Export, or Email the ProForma Invoice.
Close the Report Preview screen when done.

You will return to the Sales Orders listing screen.

Email Invoice / Print and Email Sales Order

If you get an error when trying to email the document, ask your administrator to make sure that the correct shared folder location has been configured in Nucleus Service and that you have the relevant folder rights to access the shared folder on the server.

From the Select the option as desired screen, select Email Order or Print and Email Order.
- The example has Email Order selected.
Click Accept.

The Email Sales Order: [ ] screen will display, for both Email Invoice or Print and Email Invoice options.

Email Header Information

Employee: The employee who is currently logged onto the system will display in the employee field. Click on the drop-down arrow to choose an alternative employee name, if required.
From: The email address for the employee, selected in the employee field above, will display in this field. This field can be edited if required.

Searching for and Adding a Second Email Address

To: This field will auto populate with the email address created for the contact person at the customer. To choose an alternative email or to add a second email address:
- Click in the row to display a drop-down menu with the linked email address(es) for this customer.
- Click on the email address of the contact that you wish to add.
- The selected email address will be added.
- To add an additional contact person, click in the row again to select from the drop-down menu and add the contact to the email. The additional email address will be added.

CC: If a group email address has been set up on the order or accounts contact, then the group email address will display here.

Alternatively click in the row to display a drop-down menu with the linked email addresses for this customer.
Click on the email address of the contact that you wish to add.
The selected email address(es) will be added to the row.

If you wish to remove an email address from the row, click on the X icon.

Email Attachments

Attachments: Nucleus Service will create a PDF of the order and attach it automatically (you can attach additional documentation if required).
Note that if there are outstanding parts that have not been issued, a Back Order report will also be attached.

To add additional documents to the email, click on the search button in the Attachments field to display the Select File screen.

Browse to find the file location, then click on the file you wish to attach.

Once you have selected the file, click on Open.

The attachment will display in the Attachments field.

Delete an Attachment

You may choose to remove an attached document.

Click on the attachment you wish to remove.
Click on Delete Attachment.

Email Subject and Message

Subject: Type the email subject line. Keep in mind that this will be the first reference to the email that your Customer will see.
Message: Type the email text message.
Once you have completed your email, click on Save.

You will return to the Sales Orders listing screen.