Exactly what are Print Settings and how do I use them?
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.