Help and Information Centre - GA3

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Setup Wizard - Invoice Layout

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Set up wizard - Step 3 gives you the opportunity to select from different style and layout invoices, we currently have a selection of portrait layouts and a landscape layout with further options for each.

The portrait layout allows you to customise the letter head and provides an overall more flexible invoice allowing a huge amount of list items per invoice, whereas the Landscape layout is fairly limited such as not allowing the header to be customised and limiting the space for labour / parts list items.

A Separate advisor sheet can be printed, rather than it being included on the bottom of the invoice, however this is only applicable to portrait style 1 and style 9

You can also choose to print a paid stamp on invoices which are showing as paid in full, although this is not currently available when using Style 9 or any Landscape layout

Below is a quick comparison of the different styles, an x in the box indicates which style contains this ability.

 Style 1  2  3   4  5 6   7 8  9 
Landscape   check   check          
 Portrait check   check     check  check check  check  check 
Customisable letterhead check    check   check   check check check  check 
Over 200 Line items per section check   check   check  check  check  check  check 
Dynamic Size and Page Length check   check   check  check  check  check  check 
Multiple pages check  2 check  2 check  check  check  check  check 
Offset customer address (for envelopes) check check check
 check    check  check  check  check 
Grey section headings check check   check  check  check  check  check  check 
Dividing Lines between each list item check check check  check  check    check  check  check 
Vehicle Details section across the page check   check      check  check  check  check 
Vehicle Details section in the top right         check         
                   
Can contain Description of Work check check check  check  check  check  check  check   check
Can contain Terms & Conditions check   check    check   check check  check  check 
Can contain advisors on same sheet check check  check  check  check  check   check check  check 
Can contain advisors on separate sheet check               check 
Dynamic Totals (show only what is required) check   check    check  check  check  check  check 
Can display both available vat rates             check     
 Totals wrap to bottom of the page   check   check          check 
 Can print a paid stamp check    check   check  check   check  check  

The Additional options tab lets you specify the details which will be printed at the top of the invoice, by default these are Registration, Make & Model, Chassis Number, Engine CC and Mileage, however you can change these to another field as required.


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