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]).
Hide Ship To when it is the same as Bill To
Enable this checkbox to hide the Ship To label when the shipping address is the same as the billing address.
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.
This is the current invoice number. It increases every time you record a new invoice.
The invoice number prefix is optional. You can enter digits or characters to be used in front of any invoice number. If the option of synching with other devices is enabled, then the 'Device prefix' setting overrides this setting.
You can add custom fields that will be printed on invoices. Press Add to add a new custom field. Then you can change the field name by clicking at the left column on the text itself. You may also change it to appear at the top or the bottom of invoices by clicking at the right column and selecting the needed value. By pressing Delete you may delete the selected custom field.
Note and Foot Comments
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.
Click the Preview Invoice button to save your current settings and view your invoice template.