How to generate installer paperwork using the Preview button

How to generate installer paperwork using the Preview button


How to generate installer paperwork using the Preview button

The Preview button found on the Sale page is where you can find and generate the Progress reports that are setup in the Admin Account Properties. These Progress reports are used for installer paperwork, packing list to check in products, order confirmations, etc.

  1. Navigate to and click the Sales number to open the Sales page

  1. Click the "Preview" button

  1. Select the paperwork to generate a pdf, i.e. "Installer Form"

  1. The pdf will open in a separate tab showing a preview of the Installer Form

  1. To save to your computer, click the download icon.


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