Print
DocumentThere are a variety of print document templates in Shop Manager. Each of these configurable templates defines the contents and layout of a document when it prints, is previewed or saved to PDF.
Many of the print document templates can make use of images in the header of the document. This is handy for inserting your logo or letterhead as desired on your documents. As a result, if you plan on using images, you would be best to upload them first.
The default template is simply a form that is used as a catch all in the event that a template is not available for what is being printed. It can be left as is.
Add or Edit
A Work Order Template
A work order template is a document that is used for work in progress before it get posted as a final invoice. Work order documents typically include authorizations, technician inspections and packing slips.
From the Type drop-down list, choose the Work Order document type.
To add a template, click the Add button in the ribbon.
To edit an existing template, choose it from the Template drop-down list and click the Edit button in the ribbon.
The document editor popup will open and a preview of the existing template will appear in the right window pane.
Edit the sections detailed below as required.
Name: The name of the document, or template, as it will appear in the templates list once saved.
Description: The description you wish to give to the document to explain its purpose. It does not appear anywhere on the document itself and is for reference only
Page Setup – click this button to open a popup window in which you can edit the following:
Paper Size: choose either a letter or legal paper size.
Margins: You can set the left, right, top and bottom margins of the page in inches
Orientation: choose either portrait or landscape.
Click OK to save your changes, or click Cancel to discard.
Type – this is the type of document template (unchangeable).
Email Text – click on the Edit button to opens the editor, in which you can prepare a message that will appear at the top of the outbound message when the document is sent by email. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Logo – click the small button at the top-right of the logo image to choose an image file from file system. Click the small X button beside the logo image to delete the existing image.
Logo on the Right - Click this box to force the logo to the right side of the header.
Logo Width – Enter the width of the logo, in inches. This field supports up to two decimal places, and will automatically scale the height of the image accordingly.
Spacing – the spacing around the logo, in inches.
Text – click the Edit button to edit the text you want to appear in the header. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Repeat – check this box to enable the header to repeat on subsequent pages.
Title – click the Edit button to edit the title of the document. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Layout – from the drop-down, choose the layout for Bill To, Service Item and Information. As you make changes, you can see the result in the preview pane.
Format - Click the Edit button to select how names are displayed on the document.
Phones - The number of phone numbers you wish to appear on the document. They will appear in the order they display on the contact.
Emails - The number of email address you wish to appear on the document. They will appear in the order they display on the contact.
Inspection – choose your preference from the drop down menu:
None: When you print the work order, the technician inspection sheet will not print with it automatically
Normal: When you print the work order, the technician inspection sheet will print with it automatically. If the inspection form has been edited the results will also print.
In-line: When you print the work order, the technician inspection will appear inside the main body of the work order appended to each inspection
Blank Form: When you print the work order, the technician inspection sheet will print with it automatically. If the inspection form has been edited the results will not print and a blank inspection form will print
Disclaimer – click the Edit button to edit your disclaimer that will appear below the totals. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Comment – click the Edit button to edit comments that will appear below the totals. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Advanced Options – click the Edit button to make changes to formatting options for document line items.
Note: Many of the formatting options use tri-state check boxes providing three choices. It is important to understand the hierarchy of your choice. The default is set by our location settings, print document templates override location settings, and concerns, inspections, and services formatting override print document templates.
Text – click the Edit button if you wish to edit the text contained in the footer at the bottom of the document's page. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Left – from the drop-down list, choose what you would like to display on the left side of the footer.
Middle – from the drop-down list, choose what you would like to display on the middle of the footer.
Right – from the drop-down list, choose what you would like to display on the right side of the footer.
Load - If you wish to use an existing template, click the Load button to load a file from your file system.
Export - If you wish to save a document template to your file system.
Zoom - choose the level of magnification for the preview window using the drop down.
Undo - discards any changes that you have made to the document since the last save.
Click OK to save the template and exit, or click Cancel to discard all of your changes and exit.
Add or Edit
An Invoice Template
An invoice template is a document that is used for your final sale.
From the Type drop-down list, choose the Invoice document type.
To add a template, click the Add button in the ribbon.
To edit an existing template, choose it from the Template drop-down list and click the Edit button in the ribbon.
The document editor popup will open and a preview of the existing template will appear in the right window pane.
Edit the sections detailed below as required.
Name: The name of the document, or template, as it will appear in the templates list once saved.
Description: The description you wish to give to the document to explain its purpose. It does not appear anywhere on the document itself and is for reference only
Page Setup – click this button to open a popup window in which you can edit the following:
Paper Size: choose either a letter or legal paper size.
Margins: You can set the left, right, top and bottom margins of the page in inches
Orientation: choose either portrait or landscape.
Click OK to save your changes, or click Cancel to discard.
Type – this is the type of document template (unchangeable).
Email Text – click on the Edit button to opens the editor, in which you can prepare a message that will appear at the top of the outbound message when the document is sent by email. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Logo – click the small button at the top-right of the logo image to choose an image file from file system. Click the small X button beside the logo image to delete the existing image.
Logo on the Right - Click this box to force the logo to the right side of the header.
Logo Width – Enter the width of the logo, in inches. This field supports up to two decimal places, and will automatically scale the height of the image accordingly.
Spacing – the spacing around the logo, in inches.
Text – click the Edit button to edit the text you want to appear in the header. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Repeat – check this box to enable the header to repeat on subsequent pages.
Title – click the Edit button to edit the title of the document. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Layout – from the drop-down, choose the layout for Bill To, Service Item and Information. As you make changes, you can see the result in the preview pane.
Format - Click the Edit button to select how names are displayed on the document.
Phones - The number of phone numbers you wish to appear on the document. They will appear in the order they display on the contact.
Emails - The number of email address you wish to appear on the document. They will appear in the order they display on the contact.
Inspection – choose your preference from the drop down menu:
None: When you print the work order, the technician inspection sheet will not print with it automatically
Normal: When you print the work order, the technician inspection sheet will print with it automatically. If the inspection form has been edited the results will also print.
In-line: When you print the work order, the technician inspection will appear inside the main body of the work order appended to each inspection
Blank Form: When you print the work order, the technician inspection sheet will print with it automatically. If the inspection form has been edited the results will not print and a blank inspection form will print
Disclaimer – click the Edit button to edit your disclaimer that will appear below the totals. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Comment – click the Edit button to edit comments that will appear below the totals. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Advanced Options – click the Edit button to make changes to formatting options for document line items.
Note: Many of the formatting options use tri-state check boxes providing three choices. It is important to understand the hierarchy of your choice. The default is set by our location settings, print document templates override location settings, and concerns, inspections, and services formatting override print document templates.
Text – click the Edit button if you wish to edit the text contained in the footer at the bottom of the document's page. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Left – from the drop-down list, choose what you would like to display on the left side of the footer.
Middle – from the drop-down list, choose what you would like to display on the middle of the footer.
Right – from the drop-down list, choose what you would like to display on the right side of the footer.
Load - If you wish to use an existing template, click the Load button to load a file from your file system.
Export - If you wish to save a document template to your file system.
Zoom - choose the level of magnification for the preview window using the drop down.
Undo - discards any changes that you have made to the document since the last save.
Click OK to save the template and exit, or click Cancel to discard all of your changes and exit.
Add or Edit
A Credit Slip Template
A credit slip template is a document that is used as a working document prior to it becoming a credit invoice.
From the Type drop-down list, choose the Credit Slip document type.
To add a template, click the Add button in the ribbon.
To edit an existing template, choose it from the Template drop-down list and click the Edit button in the ribbon.
The document editor popup will open and a preview of the existing template will appear in the right window pane.
Edit the sections detailed below as required.
Name: The name of the document, or template, as it will appear in the templates list once saved.
Description: The description you wish to give to the document to explain its purpose. It does not appear anywhere on the document itself and is for reference only
Page Setup – click this button to open a popup window in which you can edit the following:
Paper Size: choose either a letter or legal paper size.
Margins: You can set the left, right, top and bottom margins of the page in inches
Orientation: choose either portrait or landscape.
Click OK to save your changes, or click Cancel to discard.
Type – this is the type of document template (unchangeable).
Email Text – click on the Edit button to opens the editor, in which you can prepare a message that will appear at the top of the outbound message when the document is sent by email. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Logo – click the small button at the top-right of the logo image to choose an image file from file system. Click the small X button beside the logo image to delete the existing image.
Logo on the Right - Click this box to force the logo to the right side of the header.
Logo Width – Enter the width of the logo, in inches. This field supports up to two decimal places, and will automatically scale the height of the image accordingly.
Spacing – the spacing around the logo, in inches.
Text – click the Edit button to edit the text you want to appear in the header. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Repeat – check this box to enable the header to repeat on subsequent pages.
Title – click the Edit button to edit the title of the document. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Layout – from the drop-down, choose the layout for Bill To, Service Item and Information. As you make changes, you can see the result in the preview pane.
Format - Click the Edit button to select how names are displayed on the document.
Phones - The number of phone numbers you wish to appear on the document. They will appear in the order they display on the contact.
Emails - The number of email address you wish to appear on the document. They will appear in the order they display on the contact.
Disclaimer – click the Edit button to edit your disclaimer that will appear below the totals. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Comment – click the Edit button to edit comments that will appear below the totals. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Advanced Options – click the Edit button to make changes to formatting options for document line items.
Note: Many of the formatting options use tri-state check boxes providing three choices. It is important to understand the hierarchy of your choice. The default is set by our location settings, print document templates override location settings, and concerns, inspections, and services formatting override print document templates.
Text – click the Edit button if you wish to edit the text contained in the footer at the bottom of the document's page. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Left – from the drop-down list, choose what you would like to display on the left side of the footer.
Middle – from the drop-down list, choose what you would like to display on the middle of the footer.
Right – from the drop-down list, choose what you would like to display on the right side of the footer.
Load - If you wish to use an existing template, click the Load button to load a file from your file system.
Export - If you wish to save a document template to your file system.
Zoom - choose the level of magnification for the preview window using the drop down.
Undo - discards any changes that you have made to the document since the last save.
Click OK to save the template and exit, or click Cancel to discard all of your changes and exit.
Add or
Edit A Credit Invoice Template
A credit invoice template is a document that is used as your final credit invoice.
From the Type drop-down list, choose the Credit Invoice document type.
To add a template, click the Add button in the ribbon.
To edit an existing template, choose it from the Template drop-down list and click the Edit button in the ribbon.
The document editor popup will open and a preview of the existing template will appear in the right window pane.
Edit the sections detailed below as required.
Name: The name of the document, or template, as it will appear in the templates list once saved.
Description: The description you wish to give to the document to explain its purpose. It does not appear anywhere on the document itself and is for reference only
Page Setup – click this button to open a popup window in which you can edit the following:
Paper Size: choose either a letter or legal paper size.
Margins: You can set the left, right, top and bottom margins of the page in inches
Orientation: choose either portrait or landscape.
Click OK to save your changes, or click Cancel to discard.
Type – this is the type of document template (unchangeable).
Email Text – click on the Edit button to opens the editor, in which you can prepare a message that will appear at the top of the outbound message when the document is sent by email. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Logo – click the small button at the top-right of the logo image to choose an image file from file system. Click the small X button beside the logo image to delete the existing image.
Logo on the Right - Click this box to force the logo to the right side of the header.
Logo Width – Enter the width of the logo, in inches. This field supports up to two decimal places, and will automatically scale the height of the image accordingly.
Spacing – the spacing around the logo, in inches.
Text – click the Edit button to edit the text you want to appear in the header. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Repeat – check this box to enable the header to repeat on subsequent pages.
Title – click the Edit button to edit the title of the document. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Layout – from the drop-down, choose the layout for Bill To, Service Item and Information. As you make changes, you can see the result in the preview pane.
Format - Click the Edit button to select how names are displayed on the document.
Phones - The number of phone numbers you wish to appear on the document. They will appear in the order they display on the contact.
Emails - The number of email address you wish to appear on the document. They will appear in the order they display on the contact.
Disclaimer – click the Edit button to edit your disclaimer that will appear below the totals. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Comment – click the Edit button to edit comments that will appear below the totals. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Advanced Options – click the Edit button to make changes to formatting options for document line items.
Note: Many of the formatting options use tri-state check boxes providing three choices. It is important to understand the hierarchy of your choice. The default is set by our location settings, print document templates override location settings, and concerns, inspections, and services formatting override print document templates.
Text – click the Edit button if you wish to edit the text contained in the footer at the bottom of the document's page. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Left – from the drop-down list, choose what you would like to display on the left side of the footer.
Middle – from the drop-down list, choose what you would like to display on the middle of the footer.
Right – from the drop-down list, choose what you would like to display on the right side of the footer.
Load - If you wish to use an existing template, click the Load button to load a file from your file system.
Export - If you wish to save a document template to your file system.
Zoom - choose the level of magnification for the preview window using the drop down.
Undo - discards any changes that you have made to the document since the last save.
Click OK to save the template and exit, or click Cancel to discard all of your changes and exit.
Add or Edit
An Estimate Template
An estimate template is a document that is used for job quoting that is no done via a work order.
From the Type drop-down list, choose the Estimate document type.
To add a template, click the Add button in the ribbon.
To edit an existing template, choose it from the Template drop-down list and click the Edit button in the ribbon.
The document editor popup will open and a preview of the existing template will appear in the right window pane.
Edit the sections detailed below as required.
Name: The name of the document, or template, as it will appear in the templates list once saved.
Description: The description you wish to give to the document to explain its purpose. It does not appear anywhere on the document itself and is for reference only
Page Setup – click this button to open a popup window in which you can edit the following:
Paper Size: choose either a letter or legal paper size.
Margins: You can set the left, right, top and bottom margins of the page in inches
Orientation: choose either portrait or landscape.
Click OK to save your changes, or click Cancel to discard.
Type – this is the type of document template (unchangeable).
Email Text – click on the Edit button to opens the editor, in which you can prepare a message that will appear at the top of the outbound message when the document is sent by email. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Logo – click the small button at the top-right of the logo image to choose an image file from file system. Click the small X button beside the logo image to delete the existing image.
Logo on the Right - Click this box to force the logo to the right side of the header.
Logo Width – Enter the width of the logo, in inches. This field supports up to two decimal places, and will automatically scale the height of the image accordingly.
Spacing – the spacing around the logo, in inches.
Text – click the Edit button to edit the text you want to appear in the header. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Repeat – check this box to enable the header to repeat on subsequent pages.
Title – click the Edit button to edit the title of the document. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Layout – from the drop-down, choose the layout for Bill To, Service Item and Information. As you make changes, you can see the result in the preview pane.
Format - Click the Edit button to select how names are displayed on the document.
Phones - The number of phone numbers you wish to appear on the document. They will appear in the order they display on the contact.
Emails - The number of email address you wish to appear on the document. They will appear in the order they display on the contact.
Disclaimer – click the Edit button to edit your disclaimer that will appear below the totals. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Comment – click the Edit button to edit comments that will appear below the totals. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Advanced Options – click the Edit button to make changes to formatting options for document line items.
Note: Many of the formatting options use tri-state check boxes providing three choices. It is important to understand the hierarchy of your choice. The default is set by our location settings, print document templates override location settings, and concerns, inspections, and services formatting override print document templates.
Text – click the Edit button if you wish to edit the text contained in the footer at the bottom of the document's page. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Left – from the drop-down list, choose what you would like to display on the left side of the footer.
Middle – from the drop-down list, choose what you would like to display on the middle of the footer.
Right – from the drop-down list, choose what you would like to display on the right side of the footer.
Load - If you wish to use an existing template, click the Load button to load a file from your file system.
Export - If you wish to save a document template to your file system.
Zoom - choose the level of magnification for the preview window using the drop down.
Undo - discards any changes that you have made to the document since the last save.
Click OK to save the template and exit, or click Cancel to discard all of your changes and exit.
Edit the
Deposit Receipt Template
The deposit receipt template is a document that is used to provide a receipt for deposits taken for products and services.
From the Type drop-down list, choose the Deposit Receipt document type.
To edit the template click the Edit button in the ribbon.
The document editor popup will open and a preview of the existing template will appear in the right window pane.
Edit the sections detailed below as required.
Name: The name of the document, or template, as it will appear in the templates list once saved.
Description: The description you wish to give to the document to explain its purpose. It does not appear anywhere on the document itself and is for reference only
Page Setup – click this button to open a popup window in which you can edit the following:
Paper Size: choose either a letter or legal paper size.
Margins: You can set the left, right, top and bottom margins of the page in inches
Orientation: choose either portrait or landscape.
Click OK to save your changes, or click Cancel to discard.
Type – this is the type of document template (unchangeable).
Email Text – click on the Edit button to opens the editor, in which you can prepare a message that will appear at the top of the outbound message when the document is sent by email. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Logo – click the small button at the top-right of the logo image to choose an image file from file system. Click the small X button beside the logo image to delete the existing image.
Logo on the Right - Click this box to force the logo to the right side of the header.
Logo Width – Enter the width of the logo, in inches. This field supports up to two decimal places, and will automatically scale the height of the image accordingly.
Spacing – the spacing around the logo, in inches.
Text – click the Edit button to edit the text you want to appear in the header. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Repeat – check this box to enable the header to repeat on subsequent pages.
Title – click the Edit button to edit the title of the document. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Layout – from the drop-down, choose the layout for Bill To, Service Item and Information. As you make changes, you can see the result in the preview pane.
Format - Click the Edit button to select how names are displayed on the document.
Phones - The number of phone numbers you wish to appear on the document. They will appear in the order they display on the contact.
Emails - The number of email address you wish to appear on the document. They will appear in the order they display on the contact.
Text – click the Edit button to edit any text you wish to have appear in the main body of your deposit receipt. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Comment – click the Edit button to edit comments that will appear below the totals. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Text – click the Edit button if you wish to edit the text contained in the footer at the bottom of the document's page. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Left – from the drop-down list, choose what you would like to display on the left side of the footer.
Middle – from the drop-down list, choose what you would like to display on the middle of the footer.
Right – from the drop-down list, choose what you would like to display on the right side of the footer.
Load - If you wish to use an existing template, click the Load button to load a file from your file system.
Export - If you wish to save a document template to your file system.
Zoom - choose the level of magnification for the preview window using the drop down.
Undo - discards any changes that you have made to the document since the last save.
Click OK to save the template and exit, or click Cancel to discard all of your changes and exit.
Edit
the Purchase Order Template
The purchase order template is a document that is used to provide a purchase order for materials.
From the Type drop-down list, choose the Purchases document type.
To edit the template click the Edit button in the ribbon.
The document editor popup will open and a preview of the existing template will appear in the right window pane.
Edit the sections detailed below as required.
Name: The name of the document, or template, as it will appear in the templates list once saved.
Description: The description you wish to give to the document to explain its purpose. It does not appear anywhere on the document itself and is for reference only
Page Setup – click this button to open a popup window in which you can edit the following:
Paper Size: choose either a letter or legal paper size.
Margins: You can set the left, right, top and bottom margins of the page in inches
Orientation: choose either portrait or landscape.
Click OK to save your changes, or click Cancel to discard.
Type – this is the type of document template (unchangeable).
Email Text – click on the Edit button to opens the editor, in which you can prepare a message that will appear at the top of the outbound message when the document is sent by email. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Logo – click the small button at the top-right of the logo image to choose an image file from file system. Click the small X button beside the logo image to delete the existing image.
Logo on the Right - Click this box to force the logo to the right side of the header.
Logo Width – Enter the width of the logo, in inches. This field supports up to two decimal places, and will automatically scale the height of the image accordingly.
Spacing – the spacing around the logo, in inches.
Text – click the Edit button to edit the text you want to appear in the header. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Repeat – check this box to enable the header to repeat on subsequent pages.
Text – click the Edit button if you wish to edit the text contained in the footer at the bottom of the document's page. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Left – from the drop-down list, choose what you would like to display on the left side of the footer.
Middle – from the drop-down list, choose what you would like to display on the middle of the footer.
Right – from the drop-down list, choose what you would like to display on the right side of the footer.
Load - If you wish to use an existing template, click the Load button to load a file from your file system.
Export - If you wish to save a document template to your file system.
Zoom - choose the level of magnification for the preview window using the drop down.
Undo - discards any changes that you have made to the document since the last save.
Click OK to save the template and exit, or click Cancel to discard all of your changes and exit.
Edit
the Receivable Statement Template
The receivable statement template is a document that is used to provide a statement for receivable accounts.
From the Type drop-down list, choose the Receivable Statement document type.
To edit the template click the Edit button in the ribbon.
The document editor popup will open and a preview of the existing template will appear in the right window pane.
Edit the sections detailed below as required.
Name: The name of the document, or template, as it will appear in the templates list once saved.
Description: The description you wish to give to the document to explain its purpose. It does not appear anywhere on the document itself and is for reference only
Page Setup – click this button to open a popup window in which you can edit the following:
Paper Size: choose either a letter or legal paper size.
Margins: You can set the left, right, top and bottom margins of the page in inches
Orientation: choose either portrait or landscape.
Click OK to save your changes, or click Cancel to discard.
Type – this is the type of document template (unchangeable).
Email Text – click on the Edit button to opens the editor, in which you can prepare a message that will appear at the top of the outbound message when the document is sent by email. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Logo – click the small button at the top-right of the logo image to choose an image file from file system. Click the small X button beside the logo image to delete the existing image.
Logo on the Right - Click this box to force the logo to the right side of the header.
Logo Width – Enter the width of the logo, in inches. This field supports up to two decimal places, and will automatically scale the height of the image accordingly.
Spacing – the spacing around the logo, in inches.
Text – click the Edit button to edit the text you want to appear in the header. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Repeat – check this box to enable the header to repeat on subsequent pages.
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Comment – click the Edit button if you wish to edit the text that appears at the bottom of the statement page between the aging and the footer. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Text – click the Edit button if you wish to edit the text contained in the footer at the bottom of the document's page. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Left – from the drop-down list, choose what you would like to display on the left side of the footer.
Middle – from the drop-down list, choose what you would like to display on the middle of the footer.
Right – from the drop-down list, choose what you would like to display on the right side of the footer.
Load - If you wish to use an existing template, click the Load button to load a file from your file system.
Export - If you wish to save a document template to your file system.
Zoom - choose the level of magnification for the preview window using the drop down.
Undo - discards any changes that you have made to the document since the last save.
Click OK to save the template and exit, or click Cancel to discard all of your changes and exit.
An check template is a document that is used for printing checks.
From the Type drop-down list, choose the Check document type.
To add a template, click the Add button in the ribbon.
To edit an existing template, choose it from the Template drop-down list and click the Edit button in the ribbon.
The document editor popup will open and a preview of the existing template will appear in the right window pane.
Edit the sections detailed below as required.
Name: The name of the document, or template, as it will appear in the templates list once saved.
Description: The description you wish to give to the document to explain its purpose. It does not appear anywhere on the document itself and is for reference only
Page Setup – click this button to open a popup window in which you can edit the following:
Paper Size: choose either a letter or legal paper size.
Margins: You can set the left, right, top and bottom margins of the page in inches
Orientation: choose either portrait or landscape.
Click OK to save your changes, or click Cancel to discard.
Style – from the drop-down list, choose check style you want to use:
Standard - Prints three checks per page without stubs
Voucher - Prints one check per page with two stubs
Top Gap – the space (inches) that you wish to leave at the top of each form.
Date Format – choose a format for the check date.
Check Date – the size and position of the placement of the date.
Box 1 = width
Box 2 = height
Box 3 = X coordinate
Box 4 = Y coordinate
Text Amount – the size and position of the amount text.
Box 1 = width
Box 2 = height
Box 3 = X coordinate
Box 4 = Y coordinate
Check the box for Append stars to text amount to display a series of asterisks at from the end of the amount to the end of the width setting.
Amount – the numeric amount of the check.
Box 1 = width
Box 2 = height
Box 3 = X coordinate
Box 4 = Y coordinate
Pay To – the name of the person or company being paid.
Box 1 = width
Box 2 = height
Box 3 = X coordinate
Box 4 = Y coordinate
Address – the address of the person or company being paid.
Box 1 = width
Box 2 = height
Box 3 = X coordinate
Box 4 = Y coordinate
Check Height (Standard Style Only) – the overall height of each check on the form.
First Stub (Voucher Style Only) – the size and position of the first stub.
Box 1 = width
Box 2 = height
Box 3 = X coordinate
Box 4 = Y coordinate
Second Stub (Voucher Style Only) – the size and position of the second stub.
Box 1 = width
Box 2 = height
Box 3 = X coordinate
Box 4 = Y coordinate
An report template is a document that is used for printing reports.
From the Type drop-down list, choose the Report document type.
To add a template, click the Add button in the ribbon.
To edit an existing template, choose it from the Template drop-down list and click the Edit button in the ribbon.
The document editor popup will open and a preview of the existing template will appear in the right window pane.
Edit the sections detailed below as required.
Name: The name of the document, or template, as it will appear in the templates list once saved.
Description: The description you wish to give to the document to explain its purpose. It does not appear anywhere on the document itself and is for reference only
Page Setup – click this button to open a popup window in which you can edit the following:
Paper Size: choose either a letter or legal paper size.
Margins: You can set the left, right, top and bottom margins of the page in inches
Orientation: choose either portrait or landscape.
Click OK to save your changes, or click Cancel to discard.
Email Text – click on the Edit button to opens the editor, in which you can prepare a message that will appear at the top of the outbound message when the document is sent by email. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Text – click the Edit button to edit the text you want to appear in the header. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Cancel: returns to the document template and abandons your changes.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Left – from the drop-down list, choose what you would like to display on the left side of the header.
Middle – from the drop-down list, choose what you would like to display on the middle of the header.
Right – from the drop-down list, choose what you would like to display on the right side of the header.
Print Parameters – check the box if you want the parameters of the report to be printed with the report.
Text – click the Edit button if you wish to edit the text contain in the footer at the bottom of the document's page. In the editor window, you can do the following:
Text Area: edit the text in the open area provided, much like you would in a word processor.
Apply: saves your changes and returns to the document template.
Cancel: returns to the document template and abandons your changes.
Undo: undo your most recent changes since you last saved your changes.
Redo: if you would like to revert your last undo operation use the redo button to bring it back.
Set the font family, font size, font color, weight, style and decoration.
Left – from the drop-down list, choose what you would like to display on the left side of the footer.
Middle – from the drop-down list, choose what you would like to display on the middle of the footer.
Right – from the drop-down list, choose what you would like to display on the right side of the footer.
Access Print Documents as described above.
From the Type drop-down list, select the document type.
From the Template drop-down list, select the template you want to delete.
Click the Delete button in the ribbon.
Print Document
Options - Allows you to set what other documents will
be generated with a print document.
With Print Documents Options, you can set what other documents will print or be e-mailed when the a specific document is printed.
Follow these steps:
Click on the Setup button in the ribbon, then click Options beneath the Print Documents node.
Choose a document Type from the drop-down list.
Choose a Template from the drop-down list.
To add a template, click the Add button in the ribbon.
To edit an existing template, click the Search button in the ribbon, then click the option you want to edit, and then click the Edit button in the ribbon.
The Template field contains the name of the template you chose above.
Enter the Name that you want to give this print option, and also enter a Description of the print option.
In the listing there may be one or more Documents shown. These are the additional documents that will print when the chosen template is generated. These documents are added using the Action button, as described below.
Check the Print box if the document is to be printed.
Check the E-mail box if the document is to be e-mailed.
Click the Action drop-down button to add or remove documents.
Add Document – Opens a popup window, in which you can select the documents to add. Check the box to add a document.
Remove – choose the document you want to remove and then select this option to remove it.
Click the OK button to save changes or Cancel to discard all changes.
Follow these steps:
Click on the Setup button in the ribbon, then click Options beneath the Print Documents node.
Choose a document Type from the drop-down list.
Choose a Template from the drop-down list.
Click the Search button in the ribbon.
Click on the option you want to delete, and then click the Delete button in the ribbon.
Click Yes to confirm that you want to delete the option.
Print Document
Ordering - Allows you to set the order in which print
documents appear in the drop down list as well as your default document
for each type.
The Print document ordering feature gives you control over the order in which the documents appear drop-down list of the Print popup window. For example, you may have several templates configured in the work order document category, such as Authorization, Tech Inspections, and Packing Slip. Each of these document types will have a different layout and serve a different purpose. When you print a work order, you'll see a drop-down list from which you can choose a document template. It is the ordering in the drop-down list that you can control with print document ordering.
Also, there is a Quick Print button on the ribbon. This will automatically print the first document in your print document ordering.
Follow these steps to change the display order for print document templates:
Click the Setup button in the ribbon.
Beneath the Print Documents node, click the Ordering item.
Choose the document Type from the drop-down list.
Click the List button in the ribbon.
Click-and-drag each of the items that you want to move to arrange them in the order you prefer. The top document will be your default document for that type.
Click the Save in the ribbon.