Invoice Print Options

Invoice Print Options Overview

The Invoice Print Options program allows users to configure how invoices and quotes are formatted and printed. These settings help customize invoice layouts, control the visibility of specific details, and manage document distribution.

Accessing Invoice Print Options

    1. Navigate to Settings > Files > Invoice Print Options.

    2. Adjust the checkboxes based on your printing preferences.

Invoice Print Settings & Descriptions

Below are the available print options and their functions:

General Invoice Print Settings

    • Print Invoice Company Heading – Displays the company Logo and header on the document.

    • Always Include Backup Paperwork – Ensures additional documentation (e.g., inspection sheets/customer recaps) are always attached to invoices.

    • Print Invoice After Close – Will prompt the user to print the document after invoicing.

Suppression Options 

These settings hide specific details from invoices or quotes:

    • Suppress Misc Detail – Hides miscellaneous charges from invoices.

    • Suppress Payments – Prevents payment information from appearing on the invoice.

    • Suppress Quote Totals – Hides the total amount on printed quotes.

    • Suppress Quoted Parts Price – Removes pricing from quoted parts on a printed document.

    • Suppress Flat Rates – Hides flat-rate pricing from invoices.

    • Suppress Part # On Quote – Omits part numbers from appearing on quotes.

    • Suppress NA On Quotes – Removes items marked as “Not Available” from printed quotes.

    • Suppress Parts Detail – Hides individual part details from invoices.

    • Suppress Part # On Invoice – Omits part numbers from invoices.

    • Suppress Signature Line On Invoices – Removes the signature line from invoices.

Formatting & Display Adjustments

    • Print Signature Line – Adds a signature line for customer acknowledgment.

    • Print Date w/ Signature – Displays the invoice date along with the signature.

    • Show Subtotals For All Areas – Displays subtotals for each section (e.g., labor, parts).

    • Consolidate Labor – Combines all labor entries into a single summarized line.

    • Show Labor Breakdown – Itemizes labor entries rather than grouping them together.

    • Watermark - This is not an Invoice – Adds a watermark to indicate that the document is not a finalized invoice.

Internal Use Options

    • Internal Copy – Prints the barcode instead of the Company Logo, List the PM Parts if it is a PM work order.

    • Accounting Format – Prints the GL Account information for each detail line of the invoice, includes the overall GL                                                        account distribution for the invoice.

    • Print Dispatch Info – Includes dispatch-related details on the invoice.