Invoice

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sales

20 Jun, 2017 11:46 PM

Hello,

Could we have a way to put on the invoice our company information so it is a one print operation? I'm also not sure how to get rid of "{Control Panel}" from the invoice. The invoice is in "View Orders".
An address 1, address 2, city, state, zip, phone and email would also be good things to add onto the invoice for those making deliveries.

  1. Support Staff 1 Posted by daniel on 21 Jun, 2017 01:44 PM

    daniel's Avatar

    Hi there,

    It sounds like you're trying to print an invoice from the system to provide customers with a hard copy. Is that correct?

    The best way to do this is to create a report for the day or week that you're looking for, select Print individual orders on separate pages, and then print the specific page you're looking for.

    The page you're looking at with the Control Panel banner is not meant to be printed. The system in general isn't really oriented towards printed invoices--mainly emailed ones.

    As far as adding additional information into the invoice, there isn't a place to do that for print invoices. For emailed invoices, you can change the text of the invoice via Sell-->Configure-->Email Settings.

    Please let me know if there's any further information I can provide.

    Thanks,

    Daniel
    Farmer Support

  2. daniel closed this discussion on 21 Jun, 2017 01:44 PM.

  3. Shawn Speidel re-opened this discussion on 21 Jun, 2017 02:15 PM

  4. 2 Posted by Shawn Speidel on 21 Jun, 2017 02:15 PM

    Shawn Speidel's Avatar

    Hi Daniel,

    Ok but we need some kind of packing list with our name to drop off with
    each delivery so they can proof what we have just supplied to them before
    handing it into accounting. Are there any options to get the order
    information and our name onto a piece of paper and not have to print it to
    letterhead each time? Some customers really don't email.

    Shawn Speidel
    *Farm Director*

    *Castle Valley Farms at DayStar Adventist Academy*
    HC 64 Box 2201 - *(Mailing)*
    320 E. Castleton Rd. - *(Packages/Store)*
    Castle Valley, UT 84532
    Office: 435-259-8099 Cell: 719-377-1740

  5. Support Staff 3 Posted by daniel on 21 Jun, 2017 03:13 PM

    daniel's Avatar

    Hi Shawn,

    Yes, you can accomplish this as such: create a report for the day or week that you're looking for, select Print individual orders on separate pages, and then print the specific page you're looking for.

    You can do this at Sell-->Orders & Reports-->Create Report and select Print individual orders on a separate pages.

    Best,

    Daniel

  6. daniel closed this discussion on 21 Jun, 2017 03:13 PM.

  7. Shawn Speidel re-opened this discussion on 21 Jun, 2017 05:34 PM

  8. 4 Posted by Shawn Speidel on 21 Jun, 2017 05:34 PM

    Shawn Speidel's Avatar

    Hi Daniel,

    Does it print my company information (address 1 and 2, city, state, zip,
    phone and email?). I've printed from here and while I like the format
    better it still is lacking information needed for the receiver of the
    produce. They need our company information on each page printed.

    Also, I think something has changed on my SFC wholesale ordering area.
    These boxes are all black until I hover over them. When I set this up some
    months back I don't recall it looking like this. See the screen shot. Where
    do I locate the settings for boxes like this? I'd like to adjust it today
    so it is more intuitive and friendly.

    Thanks,

    Shawn Speidel
    *Farm Director*

    *Castle Valley Farms at DayStar Adventist Academy*
    HC 64 Box 2201 - *(Mailing)*
    320 E. Castleton Rd. - *(Packages/Store)*
    Castle Valley, UT 84532
    Office: 435-259-8099 Cell: 719-377-1740

  9. Support Staff 5 Posted by daniel on 21 Jun, 2017 06:30 PM

    daniel's Avatar

    Hey there Shawn,

    No, it does not list this information on the invoice. Again, an emailed invoice can accomplish this using those fields I mentioned in the Email Settings.

    I fixed your buttons--my apologies for this issue. There was some CSS code affecting that page of your site.

    Best,

    Daniel
    Farmer Support

  10. daniel closed this discussion on 21 Jun, 2017 06:30 PM.

  11. Shawn Speidel re-opened this discussion on 21 Jun, 2017 08:50 PM

  12. 6 Posted by Shawn Speidel on 21 Jun, 2017 08:50 PM

    Shawn Speidel's Avatar

    Ok I'll check it out

    Shawn Speidel - Farm Mgr.

    Castle Valley Farms at DayStar Adventist Academy
    HC64 Box 2201 (Mail)
    320 E. Castleton Rd. (Store/Packages)
    Castle Valley, UT 84532
    Office: 435-259-8099 / Cell:719-377-1740

  13. daniel closed this discussion on 21 Jun, 2017 08:51 PM.

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