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Print Settings
How To Edit Print Settings
On the Company Setup page, under “Print Settings” you are able to setup custom print layouts:
Custom Work Order Layouts
Under “Custom Work Order Layouts” you can create multiple profiles for different work order layouts.
Click on ‘New Print Profile‘ to see the available options:
Traveler
Under “Traveler” you can set Defaults for your Traveler form:
Box Label
To edit the “Box Label” headers:
- Expand “Box Label”.
- Enter the header names.
You are also able to modify what happens when a QR code is scanned:
Here is what the box label print out looks like, with the headers we set:
Order Print Out (Quotes & Invoices)
Under “Order Print Out (Quotes & Invoices)”, you can select what tax information you want to print out on your orders:
- Print Tax Detail: When turned “On” the order (Invoice/Quote) print out will show a summary breakdown of taxes applied to order.
- Print Your Tax ID: When turned “On” the order print out will show ‘Our Tax ID’ or ‘Our VAT#’.
- Print Your Customer’s Tax ID: When turned “On” the order print out will show your customer’s ‘Tax ID’ or ‘VAT#’.
- Line Item Tax Status in Customer’s View: Set the option to “Off” to not print the Tax Status (taxable/non-taxable) in the Customer’s copy of their Invoice. Leave On, to print the Tax Status on the Customer’s copy of their Invoice. This is beneficial, to turn Off, if your location does not collect Sales Tax.
You can set/view your “Tax ID Description” as well as your “Customer’s Tax ID Description” on the company setup screen. To do so go to the Company Setup page, then under the Setup tab expand My Company and scroll down.
You can see the information being printed under “Tax Detail” on the “Print Quote”/”Print Invoice” form:
Use Custom Layout on an Invoice
To view one of your updated print layouts:
- Click the hamburger menu.
- Select one of the print options.
For work orders, on the print preview page click the dropdown and select your layout:
