Introduction
Administration
Vendors & Partners
Purchase Order Views
Submitting an Invoice
Construct Schedule
Task Notes for Vendors
Payments/Remittance Advice
Vendor Export POS
Project Management
Purchasing and Estimating
Invoicing
Items
Introduction To Items
Navigating Items
When to Create a New Item
Unit of Measure
PO - BoM on Purchase Orders
Cost Model - Budgets
Bulk Item Creation and Modification Tools
Items FAQ
Attributes
Item Costing & Primary Vendors
Classification Codes
Creating Styles/Pallets/Storyboards
Jobs/Projects
Non-Job Purchase Orders
Construct
Introduction To Construct
Apply a Schedule - Prepare
Manage Construction Templates
Construction Dashboard
Delay Notes
Undo Task
Plan - Assign Start Date
Subtasks and Worksets
Task Notes
Sales
Sales Document Configuration
Sales Model Template Configuration
Sales Regions
Update Upgrade/Option Pricing
Docs
Introduction to Docs
Uploading a Document
Configuring Categories and Types
Bulk Permission Assignment
Reporting
Warranty
Introduction to Warranty
Accessing and Navigating the Warranty Module
Dashboards
Reviewing and Triaging Warranty Requests
Creating Warranty Requests
Find and Manage Warranty Jobs
Managing Warranty Requests
Managing Deficiencies and Work Orders
Closing Warranty Requests
Accounting
- All Categories
- Accounting
- Print Posted Sales Invoic
Print Posted Sales Invoic
Sometimes users are required a sales invoice for deposits and home sales. Users have three options to send this information to the requestor.
- Print: Users can print to their local printer or print to PDF.
- Email: This will send an email using the BuildBase no reply email address. This email may not be trusted by the recipient so it may be blocked by their firewall or end up in the junk/spam folder. It is recommended to attach as PDF and use your company email to send the document.
- Attach as PDF (Preferred Method): This will provide a PDF file that you can send using you company email.
Step 1 - Navigate to Posted Sales Invoice
Navigate to the posted sales invoice by searching the posted sales invoice and then click on the No of the invoice you wish to print.
Step 2 - Open the Print
Click on the Print/Send button
Step 3 - Select Option
- Print: Will print the sales invoice to your default printer
- Email: Will email the invoice to the specified email
- Attach as PDF: This will create the invoice and attach the invoice under the attachments section on the invoice. You can click on the attachment to download the invoice.
Click download to download the document and send using your company email.
The template of the invoice can only be edited by BuildBase
If you cannot see the attachments, like the "i" icon to show the details pane
