Reports and Documents

Invoice Styles and Formats

Invoices > Invoice Options sidebar button > Print Options tab

Main Menu > Invoices section > Options tab > More Options button

Invoice Printing Formats

• Printing options for Invoices are managed through the Invoice Options sidebar button in the Invoice file. It offers printing selections and automatic entry of information. Customize the program to meet your needs.

• All Invoices are sized for 8 1/2 x 11 paper in a vertical/portrait orientation. They can also be converted to PDF.

• Choose one of the following print options to meet your hardware requirements:

Select Style of Invoice to Print

Two choices of pre-formatted invoice forms are available; one-part and two-part. Samples of these forms can be printed by clicking Main Menu > Print Blank Invoice Form.

Two-Part Form

• To save time and paper, the lower half is detached and kept by the merchant.

• The upper half is given to the customer.

• Have perforated paper prepared for this purpose.

Unformatted

• Take one of the blank forms to a print shop and have a quantity of forms printed. This will save both time and money in the long run.

• Be sure to have your print shop perforate the form so that the two-parts can be easily separated.

How to Set up One and Two Part Invoices

One Part Invoice Set Up

There are a few options for printing Invoices. This is how to set up a One Part Invoice:

1. Go to Main Menu > Invoices section > Options tab > More Options button.

2. In the Invoice Options window, switch to the Print Options tab.

3. Click 1 Part Invoice Formatted.

OR

1. Go to Invoices > Invoice Options sidebar button > 1 Part Invoice Formatted.

Two Part Invoice Set Up

There are a few options for printing Invoices. This is how to set up a Two Part Invoice:

1. Go to Main Menu > Invoices section > Options tab > More Options button.

2. In the Invoice Options window, switch to the Print Options tab.

3. Click 2 Part Invoice Formatted.

OR

1. Go to Invoices > Invoice Options sidebar button > Print Options tab.

Setting up your Pre-Printed Invoices

How to set up Pre-printed Invoices

1. Go to Main Menu > Set Up Data > Logo tab.

2. Make sure the Remove checkmark when using a logo….. box is empty.

3. Do not import your logo.
   
   This keeps the top left corner blank on all customer documents, Invoices, letters, envelopes, and the Classic style of gift certificate.
   
   If your logo has already been imported, right-click the logo art and choose Cut.

4. Click Done.

5. Go to Main Menu > Invoices section > Options tab > More Options button.

6. In the Invoice Options window, switch to the Print Options tab.

7. Select 1 part or 2 part unformatted.

8. Click Done.