|
|
Invoice
options let you customize your printed
invoices
It contains different options that let
you change the “look”, but not the overall
design, of your invoice forms. Since invoices were
designed to print on letterhead, and not specialized
forms, these settings let you tailor your invoices to fit
on your letterhead.
You can change the invoice top, left, and bottom margins
(the right-side margin is fixed, and isn’t
customizable). Changing margins doesn’t affect the
content or arrangement of the information on estimates or
invoices; instead, they simply nudge the text up or down,
or to the right side. In addition, you can customize some
of the terminology used on estimates and invoices --
especially the words estimate and invoice. For example,
the word Invoice can be changed to Chargeback, Billing
Summary, or some other term that better suits your
invoices.
The settings in Invoice Options apply to every invoice
you print. The invoice margins are customizable to work
with your letterhead. Any kind of letterhead will work,
as long as any art printed on the letterhead doesn’t
conflict with the text printed from Clients &
Profits. Since invoice options affect all users,
it’s best to make these changes when no one is using
Clients & Profits Pro; otherwise, you may get
record-locking while a busy user’s preferences are
updated.
Do not set your margins to less than 1/2”. Clients
& Profits requires a minimum .50” margin on the
printed invoice and estimate.
You can customize the font used by your invoices,
estimates, and other reports using the Report Fonts
command in Utilities.
To change your invoice options
1 Choose Setup > Preferences > Invoice
Options.
The Invoice Options window opens.
2 Enter your changes to the invoice options, then
click Save.
Since these settings are used by everyone, every
user’s preferences are updated when these changes
are saved. To prevent record-locking, it’s best that
no one uses Clients & Profits while you’re
changing the invoice options.
Adding a graphic logo to invoices
Estimates and invoices can each contain a small graphic
logo. This logo appears at the top left side of the printed estimate
and invoice. Any kind of .BMP file (Windows) or PICT file (Macintosh)
can be copied from a graphic program, then pasted into the report options
windows. The graphic file can be black-and-white or full-color.
When choosing a graphic file, make sure it’s sized for the logo
field. The graphic will be pasted in its actual size, and won’t
be cropped or otherwise resized to fit the field. The graphic appears
in full size on the printed estimate or invoice, in the best resolution
possible from your printer.
Graphics printed on Postscript-based laser printers look best. Dot-matrix
printers probably won’t print an acceptable logo, since their resolution
isn’t as good. Most ink-jet printers will print a reasonably clear
image. A color logo will print in full color on any kind of color printer.
Setting margins
The top, left, and bottom margins can
be changed separately for invoices (in case you use
different letterhead or forms). Any margin setting can be
used, within reason. But remember that changing the
margin doesn’t actually change the content of the
invoice.
The information printed from Clients & Profits (such
as the item descriptions, job numbers, amounts, and
notes) require a certain amount of space on the estimate
and invoice -- and that information can’t be
changed. So the margins you choose only affect where the
printing starts on the printed page. You can’t
control the right-side margin or page breaks (this is
based on what you’ve entered onto the invoice or
estimate).
Most laser printers can’t print on the outside 1/2"
of the page; if you make your margins smaller than 1/2",
they’re likely to be cut-off. If your printer
supports full-page printing, then it should be as
expected.
Margins can’t be less than 1/2” on all sides;
if so, the invoice won’t print.
To test your settings, practice printing several copies
of typical invoices. You may have to make several
adjustments before finding the best-looking settings.
|
