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Anything to do with printing invoices is on this screen.

 

Invoices

 

There are around 22 invoices as of this writing. These invoices are built-in and cannot be changed although we can copy one and change it. That would be custom programming. To see what invoices we have available, either select one (16 is the most popular and we update it all the time), and try printing it. (You do not need to complete an RO in order to print an invoice.) Click on 'View Invoices on the Web' to see the first 16 invoices. Each page in the PDF that you will be viewing correlates to the invoice number.

 

Then there are Report manager invoices. Report manager is a report writer so you can customize these invoices to a certain extent. If you choose an invoice or estimate here, the normal invoice# or estimate# above will not be used.

These invoices may be copied and modified by you so you can get the kind of invoice you need. Go into Report Manager and you can check out the invoices there. These need to be setup on each computer.

 

If you print an RO to the screen, it is also saved so that when you go to the Report manager invoices and try to print one, it uses the last invoice/RO you printed earlier. This makes it easy to test for the invoice/RO printout that you prefer.

 

Job Invoice

 

As of this writing we only have one job invoice, and the report manager is not yet capable of producing a job invoice. A job invoice prints in job order. It prints the labor items for the job, then all the parts and special items for that job, then prints the labor items for the next job, and all of the parts and specials for that job, etc. You will have to create jobs in the RO in order for this to work. If there are no jobs in the RO (jobs are not labor items but labor items can be a part of a job), then the standard invoice will print.

 

Image for Invoice

 

Some invoices will print a graphic logo if you have one. If you have a logo but it's not in your computer a lot of places will scan the logo into a file that can be used. Ask them to save the logo as a BMP, JPEG, WMF or GIF file. Save the file into C:\wrench\images and look it up here so it can be used. You can test-print different invoices to see which ones work with the logo.

 

If you find your logo doesn't print, make sure the path name here is correct. Many times your logo is buried under 5 folders so the entire path cannot be stored here. Move your logo to the c:\wrench\images folder for easiest access. Your logo should display to the right of the selection. Also, if it seems like it takes a while to print your invoice with the logo, it may be too big. Reduce the size down to 640 x 480 and maybe the resolution. There are tools in Windows to do this.

 

ToDo List

 

The ToDo report is a built-in report. However, if you'd like to override the standard report, you can select a custom ToDo report from Report Manager.

 

POS Receipt Printer

 

If you are using the Point of Sale, you might have a different printer (like a 40 column receipt printer) that you would like to use. Select the printer here. Be sure you leave your normal printer as the default printer in Windows printer setup.

 

POS Receipt#

 

If you are using our Point of Sale, you can print a completely different invoice from Report Manager. Perhaps you'd like a 40 column receipt for your receipt printer.

 

Report Manager Invoices to print

 

 

The RPT Mgr Invoice# is the invoice number in the report manager. If the file name in report manager is invoice144.rpt, then if you put in 144 under the invoice# or Estimate# here will print that invoice. The invoice or estimate selected above in the Invoice# for RO or Estimate# for RO will be overridden here.

 

The same goes for the TODO reports for both invoices and estimates.

 

The Job Invoice# is a built-in non-editable invoice. We have 3 at this time.

 

Print All# is uses in the $ screen so you can print all of the invoices on the screen. This is good if a customer wants all of their invoices at once for some reason. By the way, you can use cutePDF as a driver and it will merge all of the resulting PDF's together so you can send them in one big file.

 

Options for Printing/Previewing

 

 

•If you tick Just Print, the Report Manager invoice will just print and not get sent to the Preview screen.

•Ticking the New Previewer uses the new report previewer for the invoice. Try it.

•Print Labor Barcode only prints the labor barcode in a ToDo report in report manager if it already has the labor barcode in it. This is helpful for Labor Logger, so the tech can just scan the barcode of the labor item their supposed to work on.

 

E-Signature for Signature Capture

 

See Signature Capture for More.

 

Invoice Detail Order

 

As of this writing this only works with invoice 16, but it lets you choose the order of the list of parts, labor, or special