Overview
Often terms and conditions, return policies, rental contracts or other business information needs to print after an invoice. Use the "PDF FIles" feature found in Invoice Setup to print additional PDF documents on certain invoices.
This feature will not print preview any PDF files configured to print. It will print PDF's to the printer or will prompt for a second file when printing to a PDF document.
How to setup a PDF File to print after an invoice
- Access Setup Tools, Printing Options and choose the Invoice Setup
- Navigate to the PDF Files tab.
- Click on the "Add" button to select a PDF file.
- Ensure the file is in a stored location that other terminals can access
- Once in the PFD files tab. Drag this into the printer list below the form you wish this to print with.
NOTE: You will not be able to print preview this PDF as it will only print to a printer.
How to remove PDF file printing after invoice
- Access Setup Tools, Printing Options and choose the Invoice Setup
- Navigate using the Invoice Tree
- Browse to the Form which has a PDF document printing
- Left click and highlight the PDF document
- Hit the "Delete" key on your keyboard to remove it from the invoice tree
How to remove PDF file for future printing
- Access Setup Tools, Printing Options and choose the Invoice Setup
- Navigate to the PDF Files tab.
- Click on PDF file you wish to remove
- Click the "Remove" button.
