Printing options allow you to change print layouts, add an estimate disclaimer, upload document logos, change margins, enable pop-up print previews, and consolidate lines.
To set or update your printing settings select Setup >> User Options >> Printing.
Print Output Options
Choose to display the following sections by checking the corresponding boxes:
Your Right to a Written Estimate
Labor Quantity & Rate
Save Replacement Parts
Intended Method of Payment
Proposed Completion Date
Document Logo Upload
To show your logo on printed documents:
Check the Use image in documents box.
Click either Choose File (Chrome) or Browse (Internet Explorer).
Navigate to where the image is located on your computer and select it. (For the best results images should be 230 pixels wide and 160 pixels high.)
The file name will appear in the box next to Choose File/ Browse.
Click Image Upload.
The image will now display under Current Image.
Use these fields to adjust the margins of the various documents.
Note: It is recommended to leave these set to 0 for initial setup and adjust later if any fine tuning is required.
Automatically popup print preview
Choose when you want the print preview window to open automatically.
Consolidate lines on document
Choose how you want your Parts and Labor line items to print
Note: Choosing these options will eliminate all itemized line items and print a single line item. The text you enter in the fields (i.e. Parts Used) is what will appear on the customers Estimate, Repair Order and Invoice.
When reprinting an invoice for a customer whose address had been changed, receive a prompt to select the Current or Original address.
Include Schedule of Work
Select Include Schedule of Work to print a copy of the invoice with no monetary values for parts and labor. Helpful when splitting invoice payment with 3rd party. (e.g., Insurance company.)
Add any text you want to appear on the Schedule of Work
Example: This document is for reference purposes only. This is not an Invoice.
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July 26, 2016
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