Invoice, Quote and Order Options
Show Item column
Enable this checkbox to view the Item Code column.
Show Discount column
Select this option to display the Discount column on 'Create New Invoices, Orders, and Quotes' windows.
Print salesperson name
Enable this checkbox to print the salesperson on invoices,quotes and orders.
Hide Bill To and Ship To labels
Enable this checkbox to hide Bill To and Ship To labels.
Replace %TEXT% in comments
It is sometimes useful to print the Record number/Record total amount/Customer name in the foot or note comments. To do this enter in the foot/note comments with the word NUMBER, AMT, CUSTOMER, SUPPLIER circumfixed with percentages, i.e., %NUMBER% that way whenever a record is issued the %NUMBER% will be replace with the actual record number (%AMT% for total record amount, %CUSTOMER% with record's customer name, and %SUPPLIER% with record's supplier name [applicable for Bills and Purchase Orders only]).
Invoice Options
Print due date
Enable this checkbox to print the due date on invoices.
Add 'Paid' text on invoices that have been paid
Enable this checkbox if you want to place a 'Paid' text at the top of paid Invoices printout.
Add 'Overdue' text to invoices that are overdue
Enable this checkbox if you want to place an 'Overdue' text at the top of Invoices that are overdue.
Add 'Copy' text to invoices that are re-printed
Enable this checkbox if you want to place the word 'Copy' at the top of Invoices that have already been printed.
Include remittance slip at the bottom of the invoice
Enable this checkbox if you want to include the remittance slip at the bottom of the invoice.
Invoice Text Items
This is the text that will be printed on invoices, such as headings, titles and labels. Select a title or heading from the drop menu, then alter the text for that item in the field to the right.
Custom Fields
Custom Fields may be added to both the top and bottom sections of the printed Invoices. This will allow you to further customize the layout of your printed Invoices so that you can add in extra information custom to individual Invoices. The fields that you add will appear in the Invoice dialog where you may add in the Invoice specific information to be used for the printed Invoice.
New Custom Fields may be added to the Invoice's top or bottom sections by clicking the Add button and selecting the section in the Top/Bottom column. The Custom Field name will be used as the field label in both the Invoice dialog and the printed Invoices.
Selected Custom Fields may be deleted by clicking the Delete button.
Note and Foot Comments
Text
Text entered here will appear at the bottom of the invoice printout or pdf.
Alignment / Font Size
Choose an alignment (Left, Right, Center) and a font size (Normal or Small) for the Note comment.
Preview Invoice
Click the Preview Invoice button to save your current settings and view your invoice template.