{"id":21644,"date":"2024-02-14T12:58:10","date_gmt":"2024-02-14T17:58:10","guid":{"rendered":"https:\/\/certek.com\/kb4\/?post_type=ht_kb&#038;p=21644"},"modified":"2024-02-15T09:19:37","modified_gmt":"2024-02-15T14:19:37","slug":"print-export-or-email-an-invoice","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/print-export-or-email-an-invoice\/","title":{"rendered":"Print, Export, or Email an Invoice"},"content":{"rendered":"\n<p>Artisan lets you print, export, or email documents such as invoices.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\">In order to email documents <em>directly within <\/em>Artisan, you need to have an <a href=\"https:\/\/certek.com\/kb4\/knowledge-base\/set-up-artisan-emails\/\"><strong>email set up<\/strong> <\/a>within the program. Contact Support for assistance.<\/p>\n\n\n\n<p>\u00a0<\/p>\n<p>1. Open &#8220;<strong>Program Options<\/strong>.&#8221;\u00a0<\/p>\n<p>Under &#8220;<strong>Device Configuration<\/strong>,&#8221; open &#8220;<strong>Printers<\/strong>&#8221; and click on &#8220;<strong>Printer Assignments<\/strong>.&#8221;<\/p>\n<p>Make sure &#8220;<strong>Preview ALL&#8221;<\/strong> is checked.\u00a0<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h51_42.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-21648\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h51_42.png\" alt=\"\" width=\"807\" height=\"594\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h51_42.png 807w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h51_42-300x221.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h51_42-768x565.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h51_42-50x37.png 50w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h51_42-60x44.png 60w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h51_42-100x74.png 100w\" sizes=\"auto, (max-width: 807px) 100vw, 807px\" \/><\/a><\/p>\n<p>\u00a0<\/p>\n<p>2. Pull up the sale. Do this by clicking the &#8220;<strong>Operations<\/strong>&#8221; button on the Sales Screen (CTRL and O on your keyboard) and selecting &#8220;<strong>Recall Sale,<\/strong>&#8221; or by viewing the customer&#8217;s purchase history.<\/p>\n<p>With the sale open, select <strong>CTRL<\/strong> and <strong>P<\/strong> on your keyboard.<\/p>\n<p>3. This will pull up a preview of the document. You can print, export, or email (if you have that set up in Artisan) the document by clicking on the corresponding button.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h56_18.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-21650 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h56_18.png\" alt=\"\" width=\"170\" height=\"132\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h56_18.png 170w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h56_18-50x39.png 50w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h56_18-60x47.png 60w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h56_18-100x78.png 100w\" sizes=\"auto, (max-width: 170px) 100vw, 170px\" \/><\/a><\/p>\n<p><strong>Note: <\/strong>If you don&#8217;t have your email set up in Artisan, in order to send these invoices to your customer, you&#8217;ll need to click on the export button and save as a .PDF. Then, open your email service in your browser (ex. Gmail or Outlook) and attach the document(s).\u00a0<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h59_16.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-21653 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h59_16.png\" alt=\"\" width=\"233\" height=\"185\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h59_16.png 233w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h59_16-50x40.png 50w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h59_16-60x48.png 60w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h59_16-100x79.png 100w\" sizes=\"auto, (max-width: 233px) 100vw, 233px\" \/><\/a><\/p>\n<p><strong>Note: If this does not work, make sure the printer is not set to &#8220;Disable.&#8221;<\/strong><\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h52_16.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-21649\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h52_16.png\" alt=\"\" width=\"743\" height=\"382\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h52_16.png 743w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h52_16-300x154.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h52_16-50x26.png 50w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h52_16-60x31.png 60w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2024\/02\/2024-02-14_12h52_16-100x51.png 100w\" sizes=\"auto, (max-width: 743px) 100vw, 743px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Artisan lets you print, export, or email documents such as invoices.&nbsp; \u00a0 1. Open &#8220;Program Options.&#8221;\u00a0 Under &#8220;Device Configuration,&#8221; open &#8220;Printers&#8221; and click on &#8220;Printer Assignments.&#8221; Make sure &#8220;Preview ALL&#8221; is checked.\u00a0 \u00a0 2. Pull up the sale. Do this by clicking the &#8220;Operations&#8221; button on the Sales Screen (CTRL&#8230;<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[366],"ht-kb-tag":[],"class_list":["post-21644","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-program-options"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/21644","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=21644"}],"version-history":[{"count":4,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/21644\/revisions"}],"predecessor-version":[{"id":21657,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/21644\/revisions\/21657"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=21644"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=21644"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=21644"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}