How Do I Reprint an Invoice? /IDI

Video Explainer:  Reprinting Invoice

Use this procedure when a customer requests a copy of an invoice for an order that has already been invoiced.

Retrieve the Invoice

Step 1 — At the Prelude command line, type:

/IDI

/IDI stands for Invoice Data Inquiry.

Step 2 — Press Enter.

Step 3 — Enter the invoice number in the Invoice field.

Step 4 — Press Enter.

The invoice data will appear.

Step 5 — Press F10 to open the secondary menu at the bottom of the screen.

Step 6 — Go to Images.

You can:

• Type I to move to Images, or
• Arrow over to Images.

Step 7 — Press Enter.

Step 8 — Select Invoice.

The menu also includes Proof of Delivery, but select Invoice to retrieve the invoice.

Step 9 — Press Enter.

A browser window will open and display the invoices associated with that invoice number.

Step 10 — Double-click the invoice you want to view.

Step 11 — Review the invoice.

Save the Invoice

Step 1 — Hover over the invoice.

Step 2 — Click the Save button, which looks like a floppy disk.

Step 3 — Save the file using the invoice number as the file name.

Step 4 — Press Enter.

The invoice will be saved and can then be emailed to the customer.

If Multiple Invoices Appear

If more than one invoice is associated with the invoice number:

Step 1 — Go back to the list of invoices.

Step 2 — Open the additional invoice.

Step 3 — Save it using the same process.

Step 4 — Email the appropriate invoice to the customer