Recalling Invoices, Quotes, etc.

You can recall invoices, quotes, layaways, etc from both the sales screen and customer screen.

From the Sales Screen

Invoice
From a blank invoice screen, press [F2].  Type in the desired invoice number and press [Enter].

Quote
From a blank invoice screen, press [Alt]+[F2].  Type in the desired quote number and press [Enter].

Layaway/Special Order
From a blank invoice screen, press [Shift]+[F2].  Type in the desired layaway/special order number and press [Enter].

Work Order
From a blank invoice screen, press [Ctrl]+[F2].  Type in the desired work order number and press [Enter].

From the Customer Screen

From the correct customer screen, select View from the toolbar.  You will see the following:

Highlight what you want to view (Invoice, Quote, etc.) and select Ok.  If you choose invoice, you will then need to select the type of invoice you wish to view (processed, saved, etc.)  If you choose work order, you will need to choose whether you want open or closed. 

A grid view of all of the customer's invoices/quotes, etc. will appear.  Highlight the one you wish to recall and select Ok.