Navigation CLIENTS > ORDERS > Click on the Invoice
To find the account summary you want to download:
Service orders which have been invoiced will have "Invoice No." and the invoice number written next to them.
Service orders yet to be invoiced will have "Quote" written next to them. See Convert a Quote into an Invoice for more help on this topic.
Locate your required service order on the list and click "Invoice No." or "Quote" as appropriate to display the invoice or quote details screen. See Finding an Order for more help.
How do I Download the Client's Account Summary PDF?
Click the "Download Account Summary PDF" button.
A copy of the PDF will be downloaded to your PC so it can be clicked and read in Adobe Acrobat Reader or a similar PDF viewer. It can the be printed out for your records or to hand to your client.
Here is an example of how the account summary might appear in its PDF format.