🔍 Finding Invoices
Quick Search: Use the Quick Search feature in Auxo Workshop.
Job Management: Go to "Job Management" and select "Invoices" from the side menu.
👀 Viewing Invoices
Invoice List: Click the invoice number in the invoice list to view it in the Invoice View layout. This layout shows how the printed or emailed invoice will appear to the customer.
At the bottom, click Cancel to close the invoice view or Print to print it.
Opening a Job: Whether you click the job number in the invoice list or open a job that has already been invoiced from anywhere in Auxo Workshop (e.g., the diary, the workboard, the job list):
Click the Job View button to view the invoice in a Job View format (similar to the job maintenance screen).
Click the Invoice View option to view the invoice in a format that reflects how the printed or emailed invoice will appear to the customer.
In the Invoice View, click the Invoice button at the bottom of the screen and choose the option to either Email or Print the invoice.
📬 Additional Emailing Options
For more options on emailing invoices to customers, including bulk emailing to send more than one invoice at a time, see our How to Email Invoices to Customers guide.