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

By Published On: July 27th, 2023Categories: Boost your business, Features, Tips & Tricks1.4 min read
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Print Settings

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
Print Settings
  • 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
Print Settings
  • 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
Print Settings
  • 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.

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Vishwajit Sayambar

Full Stack Developer at BytePhase

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