PFW presents a wide variety of customer invoice forms and options.
By default, PFW automatically prints invoices/receipts to your Windows default printer. By going to Station Settings, you should make refined selections. (Go to File: System: System Setup: Stations: and edit your station)
No Receipt
- If customers generally do not need a receipt then you can save paper and effort by deactivating the print option. This is a station setting. Station Detail: Invoice/Misc: Printing: Skip Printing Of Invoice/Receipt. When this is activated, the invoice will be processed, but no receipt printed. In the event a customer would like a receipt, then click on Reprint [F7] on the Change Due screen or go to Invoice History and reprint the invoice.
Full Page Receipt
- known also as a Standard form. When printing on a full page laser, ink jet, or dot matrix printer, PFW prints a professional looking invoice.
This "standard" form can be copied and modified by going to File: Editors: Report Editor. To print on pre-printed forms of various sizes one can clone a form found in File: Editors: Transaction Report Editor. Project Rating: Difficult - requires time, skill, and involves trial and error.
Paper Tape Receipt
- known also as a 40 Column or register tape. PFW has 6 pre-defined layouts and allows you to clone and create your own specially designed customer receipt. Go to File: Editors: Transaction Report Editor to select or create new forms. Project Rating: Easy (see help topic Gift Receipt as a sample of what can be done.)
Print Customer Name on 40 Column Invoice
- It's the little things that count. By choosing form 5 or form 7 the customer name will be included on the invoice. This is a station setting. Station Detail: Invoice. Form.
Add Your Company Logo or Seasonal Graphic To Your Invoices, Orders, Layaways, Etc.
- When using the full page, standard form your graphic is automatically added. Go to File: System: Company: and Load a Picture. If you are using a 40 Column Receipt Printer this is available only on some printer models, check with your dealer or POSitive Software Company.
Add Your "Store Motto," Web Address, E-Mail Address To Your Invoices, Orders, Layaways, Etc.
- Go to File: System: Company. The "Invoice Line" allows you to add such phrases as "In Business Since ..." or some other store motto.
Confirm That Invoice is Finished Before Printing
- More than just confirming the invoice is finished, you can double check to assure that the correct tender has been selected and applied. This is especially useful if you often split the payment method or use foreign currency or credit cards or food stamps. If it is not correct you can choose No. This is a station setting. Station Detail: Invoice/Misc: Invoicing: Ask To Print Before Finalizing Invoices / Layaways. (TIP: Whether this is selected or not, whenever you come to a tender screen you can always press ESCape to return to the invoice.)
Prompt To Choose Printer When Invoicing
- you may manually choose a different printer when processing an invoice. Perhaps most sales use a 40 Column printer, but occassionally you want to print to a dot matrix paper with multiple part forms. This is a station setting. Station Detail: Invoice/Misc: Printing: Always Prompt To Choose Printer When Invoicing. (TIP: Whether this is selected or not, whenever you come to a tender screen you can always press Change Printers [F9].)
Prompt To Preview When Invoicing
- choosing to preview not only allows you to review the invoice before it is printed, it allows you to change printers, or cancel printing if you choose. This is a station setting. Station Detail: Invoice/Misc: Printing: Always Prompt To Preview When Invoicing.
Print Policy Statement and/or Seasonal Greeting
- A different policy statement or message can be composed for Invoices, Layaways, Orders, Service Orders, and Quotes. These can be changed as often as you wish. Go to File: Definitions: Policy Statement.
Print Items In Sort Order
- When an invoice or receipt is printed, the items purchased can be sorted by SKU, Description, or left in the order in which they were added at the invoice. Customers who purchase items for various projects benefit from this feature. Go to File: System: System Setup: Invoice Setup: Printing and activate Transaction Detail Order.
Print To Alternate Printer When On Account
- If the invoice is placed on AR you can choose to have the invoice printed to a different printer in a different office. This is a station setting. Station Detail: Invoice/Misc: Printing: Use Alternate Printer When On Account. Be sure to select the appropriate printer driver and form under Alternate Invoice on the lefthand side of Station Detail.
Print Orders, Layaways, Service Orders to Different Printers and With Different Forms
- Because Station Detail separates different printing tasks, you can select a local or network printer for each task.
Print A Pick List / Packing Slip
- When completing an invoice or order, PFW can print a copy of the receipt without pricing information to give to staff or customer for filling the invoice or order. This is a station setting. Station Detail: Packing Slips. Choose the appropriate printer and options. ALSO see Station Detail: Invoice/Misc: Printing: Prompt To Print Pick List When Completing Layaways, Orders, etc. Bin locations of products can be included for layaways and orders by activating the switch.
Print Extra Forms & Receipts
- Advanced Printing is designed to print other forms when certain conditions on the invoice are met. For example, when taking a motorcycle in on trade, PFW can print a transfer of title and an odometer report (See help topic Advanced Printing for detailed information and help topic Gift Receipt for an example of use.
Price On Invoice Includes Taxes
- generally used as an international setting, but can also be used in tourist shops where customers are not familiar with local taxes or in institutions like schools, hospitals, and bazaars. Go to File: System: System Setup: Tax Options: International Settings: Tax Included In Windows Invoice Print and Display Price Including Tax On Invoice.. If using 40 Column Receipt Printer select form 3 or form 8.
