Estimate, Invoice, and Statement Display Settings let you control how much information is shown to your Customers on each document type. These settings are managed independently, allowing you to customize what details appear on Estimates, Invoices, or Statements to best suit your communication and presentation preferences.


Default Settings can be controlled at the following levels for Estimate and Invoice:

Note: Statements are only customized on a global level.

  • Global:  This setting will be used on estimates/orders if the customer or order level settings have not been updated.
  • Customer:  This setting will be used if order level settings have not been updated. This setting will take precedence over global level settings.
  • Estimate / Order:  This setting will take precedence over customer or global level settings. These settings are saved for all future interaction with the Estimate or Order.


These three levels of control interact with each other in very specific ways.  

This functionality allows you to safely customize the options on every level without affecting any custom options you may have previously entered.



Table of Contents




Updating Global Level Settings


Updating the Global level setting WILL affect the following:

  • Any new Customers you create.
  • Any existing Customers for which you have never previously altered the Customer Level Settings.
  • Any existing Estimates, Invoices, or Statements for which you have never previously altered the Order Level or Customer Level Settings.

Navigate to the Management Module / Customers / Statements.


1. Select Estimate, Invoice, or Statement.

Note: The process for updating these settings is the same regardless of statement type chosen. Some fields may vary slightly. This article will use Invoice as the example.

2. Select Template - Select the Template you wish to use.

3. Address Location - Select whether you would like your address displayed in the Header or Footer of the page.

4. Display Name - Enter the name you want to display in the top right of the header.

  • Display Name 1 is used when an Order is in WIP or BUILT status. 
  • Display Name 2 is used when an Order is in a COMPLETED or CLOSED status. 

Note: This is only available as a Global setting.

5. Shipping Label - Enter the name you want to display to appear in the Shipping Label section of a shipped Order. 

Note: This is only available as a Global setting. 

6. Postage Label - Enter the name displayed on a postage label for your customers. 

Note: This is only available as a Global setting. 

7. Custom Text - Enter any custom text you wish to appear.  

  • Custom Text 1 displays under the line items, left justified. 
  • Custom Text 2 displays centered above footer.

Note: This setting is available on a Global, Customer and Order level.

8. Footer Custom Text - Enter a single line of custom text to display in the footer. 

  • Footer Custom Line 1 displays directly above Footer Custom Line 2.
  • Footer Custom Line 2 is centered at the bottom of your page. 

Note: This text is limited to a single line and is only available as a Global setting.

9. Default Display Options - Option to on Edit Default Display Options to customize the information that appears on your Estimate / Invoice. The Customize Print Settings window will appear, adjust the options as desired and click Save Settings.

Note: See example below.

10. Click Save Invoice Settings.



Example:



Updating Customer Level Settings


Updating the Customer level setting WILL affect the following:

  • Any New Invoices/Estimates you generate for the customer.
  • Any existing Invoices/Estimates for which you have never previously altered the Order Level Settings.

Navigate to the Sales Module / Customers and select the appropriate Customer.


1. Select Settings.

2. Select Set Estimate View Options to adjust your Estimate display settings, or Set Invoice View Optionsto adjust your Invoice display settings.


3. Adjust the options as desired and click Save Settings.



Updating Estimate / Order Level Settings


Updating the Estimate / Order level setting WILL affect the following:

  • Only the specific estimate/order you have updated, and will be saved for all future interactions with this estimate/order.
  • Any action at this level WILL override Global and Customer level settings.


Navigate to the Sales Module / Estimates or Orders and select the appropriate Estimate or Order.


1. Select Estimate or Invoice View Settings.


The Customize Print Settings window differs slightly between Estimates and Invoices.


Estimate:


a. Persist to Order: Allows any overrides to print settings to carry over to the order when converted. If left off, the order will revert to the global print settings for Orders.
NOTE: This button is only visible on Estimate view settings. 

b. Estimate Display Name: Allows users to customize the name displayed in the top-right of the Estimate header.

c. Override: Click Override to change Custom Text 1 and/or Custom Text 2 for this estimate or order only.


2. Click 

Save Settings.



Invoice:


a.  Invoice Display Name 1: Allows users to customize the name displayed in the top-right header on WIP and BUILT orders.

b. Invoice Display Name 2: Allows users to customize the name displayed in the top-right header on COMPLETED and CLOSED orders.


2.  Click 

Save Settings.