Overview

This article reviews how to edit Properties for an existing Invoice Form.

Procedures

1.       Go to Edit > Software Settings

2.       Click the arrow next to Point of Sale and select Invoice Forms

3.       Choose an Invoice Form from the list and select Properties.

The following settings page will appear:

Explanation for each field:

• Description: Name of the Invoice
• Document Type: Either Invoice or Receipt. Cannot be edited, only chosen when creating a new entry
• Document Style: Only applies when the Document Type is Invoice. Options are Standard or No Line or Boxes. When set to No Line or Boxes, Invoices will look like this:

• Custom Document: Upload a created template document to use for the Invoice(this is created by development and is usually chargeable)

Document Heading Settings

• Number of Copies: How many copies of the invoice should print
• Print Bar Coded Document Number: When enabled, includes a barcode for the Invoice below the Tender details on the invoice

• Print Store Tax Number: When enabled, includes the tax number at the top of the Invoice

• Print Customer Tax Exempt Number: When enabled, if the Customer is tax exempt, their tax exempt number will print at the top of the Invoice, below the Sold To box:

• Print On Top of Form: Choose between the following settings:
  • Nothing – does not print anything additional on top of the form
  • Store Logo – includes the logo on top of the form
  • Store Logo No Address – includes the logo on top of the form without the address to the right of the logo
  • Store Name/Address – includes the store name and address on top of the form without the logo
• Email On Top of Form: Same as Print On Top of Form for when the invoice is emailed
• Print Watermark: When enabled, if a copy of the Invoice is printed, a Copy watermark will be included

Document Line Settings

• Print Decimal Quantities: When enabled, Quantities will have 2decimals. For example, a quantity of 1 would be 1.00
• Print List Price: When enabled, the item’s List Price will be included in it’s own column (see above screenshot)
• Print Line Discount %: When enabled, includes a column for each item’s discount percentage

Document Footer Settings

• Print Total Discount Message: When enabled, includes a line for Total Discount Savings in the footer

• Print Captured Signatures: When enabled and a Signature Capture device is being used, the customer’s signature will be displayed on the invoice

Packing Slip Settings

• Print Priced Packing Slips: When enabled, includes item price on the packing slip
• Packing Slip Number of Copies: How many copies of the packing slip should print