Invoice Options: Print Options |
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Invoice Templates
Go to Invoice > Invoice Options and select the Printing tab.
Invoice Templates allow you to customize how invoices are printed for On Account and Cash Sale customers. You can define report types, printer selections, and additional printing options to suit your business needs.
Designing a Custom Invoice
1.Navigate to Invoice > Invoice Options > Printing tab.
2.Select Custom as the Invoice Report Type.
3.Enter a name for your custom report.
4.Edit the report design to meet your requirements.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
Invoice Print Options |
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Invoice Report Type |
Invoice Report Type Configures the report type and printer for Cash and On Account invoices: •On Account: Prints on an A4 printer by default. •Cash Sale: Prints on a slip printer by default. •Custom: Allows designing a custom invoice if standard templates are insufficient. 1.Select the report type for each sale type (Cash or On Account). 2.Choose the printer (e.g., slip printer or A4 printer) for each report type. 3.Save changes to apply the settings. 4. |
Copies to Print
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Copies to Print Sets the number of invoice copies to print.
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Fixed line count |
Fixed line count Ensures a consistent report/page height for pre-printed stationery.e height.
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Invoice Printers |
Invoice Printers Selects the printers for slip and A4 invoices.
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Report and Invoice Printing Options |
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Automatically Print Invoice |
Automatically Print Invoice Automatically prints the invoice upon completion. |
Automatically Print Extra Copy for Card Payment |
Automatically Print Extra Copy for Card Payments: Prints an additional invoice copy for card payments. |
Slip - Show the Item Code and Description |
Slip - Show the Item Code and Description: Displays item codes and descriptions on slip invoices. |
Slip - Show Loyalty points |
Slip - Show Loyalty Points: Shows loyalty points on slip invoices.
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Show Paid In Full |
Show Paid In Full: Indicates "Paid In Full" on invoices when applicable.
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Report Type Based on Tendered |
Report Type Based on TenderedGo to: Invoice > Invoice Options > Printing
The Report Type Based On Tendered setting determines the format of the invoice printed based on the payment type (On Account or Cash). By default:
•On Account payments print invoices on A4 paper. •Cash payments print invoices on a slip printer.
When Enabled The invoice format is determined by the actual payment method used, overriding the default based on the customer’s account type.
Example: If the customer is marked as On Account but pays cash, the invoice will print on a slip instead of A4.
Note: The Customer Options form allows you to set whether receipts should print automatically.
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Automatically Print Pay Out report |
Automatically Print Pay Out Report: Automatically prints the payout report. |
http://bit.ly/SiInvoiceOptionsPrinting
