What Are Print Settings in BytePhase, and How Do They Work?

Print settings in BytePhase let you control exactly what information appears on every document your shop prints — Quotation, Invoice, Payment Receipt, and Job-Sheet — without editing each document by hand.

What print settings control

• Total control: choose which customer and device details show up on each printed document.
• Consistency: change a field once and it applies across every quotation, invoice, receipt, and job sheet you print afterward.
• Cleaner prints: hide fields your customers don’t need — like an empty accessories list — to keep documents short and easy to read.

Where print settings live in BytePhase

Print options work on two levels. A global default lives under Business Settings -> Settings -> Print Options and applies to every quotation, invoice, receipt, and job sheet by default. The tab lists each available field — customer details, device information, warranty terms, and more — as a simple toggle: on to include it, off to hide it.

Every document also supports a runtime override, so you’re never locked into one layout. Open any document — for example a job sheet, via Jobs -> Action Button -> Job Sheet — and adjust its print options on the spot without touching the global default. If a specific repair job has no accessories, for instance, you can deselect the accessories field on just that job sheet.

The screenshot above shows the accessories field deselected on this job sheet — the Accessories section drops out of this printed document entirely, while every other job sheet keeps showing it by default.

Going further

This page covers what print settings are and how the global-default-plus-override model works. For the exact click-by-click steps to configure default print options for every document type (quotations, invoices, receipts, and job sheets), see the dedicated guide on configuring default print options for all documents. If you want technician-specific defaults — like which device details, barcode, or serial number show automatically on a technician’s job sheet — that’s covered in the guide on configuring default technician print options.

Once set up, every print pulled from your BytePhase CRM — quotations, invoices, receipts, and job sheets — reflects these settings automatically.