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How to Download COAs Separately from an Invoice (old user interface)

Luke
  • Updated

Overview

Previously, when downloading COAs (Certificates of Analysis) from an invoice, they were merged into a single PDF, requiring users to manually separate them. With our latest update, you can now download COAs as separate documents in a ZIP file, significantly reducing the time spent organizing them.

New Download Options

A new "Download" dropdown has been added to Canix generated invoices, providing two streamlined options (see how to generate an invoice here):

  1. Invoice Only (PDF) – Downloads just the invoice as a PDF.
  2. Package COAs Only (ZIP) – Downloads all COAs separately in a ZIP file.

How to Download an Invoice or COAs

Step 1: Navigate to the Invoice

  1. Log in to your Canix account.
  2. Go to Sales Orders > Generate Invoice.
  3. Open the invoice you want to download COAs from.

Step 2: Use the "Download" Dropdown

  1. Locate the new "Download" button at the top of the invoice page.
  2. Click the dropdown to reveal the download options:
    • Invoice Only (PDF) – Saves the invoice as a single PDF file.
    • Package COAs Only (ZIP) – Saves all COAs individually in a compressed ZIP file.

Step 3: Select Your Preferred Download Option

  • If you choose "Invoice Only (PDF)":
    • The invoice will download in PDF format to your browser.
    • File Name Format: Invoice<Number>.pdf (e.g., Invoice0000342.pdf).
  • If you choose "Package COAs Only (ZIP)":
    • A ZIP file will be created and downloaded.
    • Inside the ZIP file, each COA is saved as an individual PDF.
    • File Naming Format:
      • ZIP File Name: SalesOrder<Number>_COAs.zip (e.g., SalesOrder342_COAs.zip).
      • COA PDF Files: Package<Last4>_COA.pdf (e.g., Package4502_COA.pdf).

Benefits of the Update

✅ Save Time – No more manually separating COAs from a single PDF.

✅ Improved Organization – Each COA is stored as an individual file for easier reference.

✅ Faster Processing – Quick downloads with standardized file names.

FAQs

Q: Can I still download COAs as a single merged PDF?

A: No, COAs are now only available as separate files within a ZIP to improve usability and efficiency.

Q: How do I open a ZIP file?

A: ZIP files can be opened with built-in tools on Windows, Mac, and most mobile devices. Simply double-click the ZIP file to extract the contents.

Q: Will this update affect my existing invoices?

A: No, this update only affects the download process and does not modify your invoices.

For further assistance, reach out to Canix Support! 🎉

 

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