Configurable print options allow you to display only the information on the Quotation, Invoice, Payment Receipt, and Job-Sheet that matters to your customers.

Total control: Choose which customer or device details to include in your prints

Time-saving: Print options are automatically updated across all prints

Tailored to your brand: Customize prints to reduce print size.

Steps to Configure Print Settings

Login to the BytePhase portal then click on a business logo 

• Then Click on  Business Settings ->Settings
• Then click on the Print Options tab

• You can now select the options from there that you want to appear on all printed documents
• Changing these settings at runtime is possible from any document page 
• Let’s take a look at the job sheet 
  • jobs->Action Button->Job Sheet

• I have marked the print options settings option on the Job-Sheet page, so you can change them at runtime, rather than having to go into business settings. 
• For example, if you don’t have any accessories on this repair job and you want to hide that field as well, simply deselect the accessories option in print settings.
• I have deselected that accessories option and now the accessories title will not appear on the job sheet

• In this way, all prints such as quotations, invoices, etc., can access these print option settings

Great job! ??? 

You’ve successfully learned how to access print options and also how they work in the Bytephase CRM.