Creating & Using Print Options

What Are Print Options?

A print option is how you set up your order forms. You can create and adjust print options to apply to different orders, that way you can, for example, have the total due on an order not appear on your estimate, or change how it’s formatted for residential vs. commercial accounts. 

Where Can I Find My Print Options?

You can find your print options by opening “Settings” and selecting “Print Settings”.

Click on the “Order Print Options” tab.

Here you can view all order print options currently created, as well as create a new one. 


Creating A New Print Option

To create a new print option, click on the “+ New Print Option” page.

Here you can start building the print option.

Name: The name of this print option (This is how it will show up on drop-down lists)

Default: If you want this to be the print option that is automatically used on all orders, check this box. 

Residential/Commercial: Toggle between editing forms for residential and commercial customers.

Estimate/Work Order/Invoice: Toggle between editing your Estimate, Work Order, and Invoice.

Order Form: Choose what style of order form this print option uses. 

Blanks Instead of Zero Amounts: If you want line items with “Zero” amounts to show up as blanks instead, check this box. 

Print Totals: If you want this form to print any total amount due for the order, check this box. 

Sub Totals: If you want this form to print the subtotals for the order, check this box. 

Total: If you want this form to print the total amount due for the order, check this box.

Discount: If you want the form to specify the discount amount for the order, check this box.

Payments Received: If you want this form to print the payments received for the order, check this box.

Tax: If you want this form to print the tax due for the order, check this box.

Balance: If you want the balance due on the order to be included, check this box.

Print Line Items: If you want line items to be included on the order, check this box. 

Quantity: If you want the quantity of each line items to be included, check this box. 

Price: If you want the price of each line item to be included, check this box. 

Line Total: If you want the total amount due for that line item to be included, check this box. 

Combine Item Name with Description: If you want the line item name and description to both appear on the order form, check this box. 

Order Note: If you want your order notes (From the “Memo” box on the order page) to appear on this order form, check this box. 

Disclaimer: Choose a disclaimer that will appear on this order.

Click “Save” to save the Order Print Option. It will now appear on the print option list. You can choose this option now on order pages from the drop-down print menu.



Using Print Options

The print options you have created will now appear on the print option list. You can choose this option now on order pages from the drop-down print menu.