Download VoS forms with Invoice

Julie Earnest
Julie Earnest
  • Updated

 

You can download all VoS forms attached to a given invoice by following these steps.

From Accounts Receivable, click on the Invoice tab
Click the checkbox next to the invoice so that the date populates on the left-hand side of the screen
Click on the blue Save button dropdown and select View

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At the popup window, click on Save as PDF in the upper left-hand corner

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Click on 'Include VoS forms' at the next popup window and click Download

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The popup window expands. The default option is to download the invoice and any VoS forms in a zip file. If all of the VoS forms are in pdf file format, you can choose the other option to merge into a single PDF, however if any of the VoS forms are in other file formats (jpeg, docx, etc.) the system cannot merge those into a PDF document and you will want to choose the default option.

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