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LAURA941
Level 1

How to run a report for OPEN work orders in 2013 Point of Sale?

Can anyone tell me how to send a report to a customer showing only OPEN work orders?

1 Comment 1
YvetteVelarde
Moderator

How to run a report for OPEN work orders in 2013 Point of Sale?

@LAURA941 Thanks for joining community.

 

I can help you get the report needed. Here are steps to generate reports to send to customers from the QuickBooks POS systems:

  1. Go to Reports menu
  2. Select Customers
  3. Click Order Summary

 

You can create a report filtered down to the data you need.

 

You can then email the report from the Work Order List one at a time.
The following report allows you to send to excel, then attach the report to an e-mail.

 

 

Let me know if this helps.

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