Invoice Setup allows you to customize the layout of your Invoice. Our latest invoice format is the Graphics type, which is optimized for plain paper laser printers and has several advanced features. Other invoice formats may include or not include various options, so contact Sage Technical Support if you have special requirements. We will cover the Graphics invoice features here.
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Invoice Type This will normally be configured by the Sage Service Technician when your system is installed. These options all depend on location, printer type, and invoice layout. A few of the choices include:
Preprinted Laser-Preprinted invoices with Suggested Service intervals.
Graphics (Laser)- Plain paper invoice with the ability to print a bitmap logo image, disclaimer, invoice notes, promotion counters, and store number as part of the invoice number.
Graphics Color (Laser)- Identical to the Graphic invoice above, with the ability to print in any color.
Center Name On Invoice Prints the name of the lube center.
Center Address On Invoice This will print the address of the lube center on the invoice.
Name\Address Position This allows you to move the center name that prints on the invoice to the right. A position of 30 is centered on the page.
Display Parts YES displays all parts associated with a service. NO displays the service & total price only.
Quick Sale Invoice Type For a QuickSale, you can print on a full invoice, print to a receipt printer or not print at all.
Ask To Print For Quick Sale This will give the cashier the option to print a QuickSale Receipt, if desired.
Customer Name/Address Position This allows you to move the customer’s name and address that prints on the invoice to the right. A position of 30 is centered on the page.
Invoice Copies For Non-Fleets Specify number of invoices you want to print for non-fleet customer transactions.
Invoice Copies For Fleets Specify the number of invoices you want to print for Fleet customer transactions.
Display Parts and Labor Breakdown Certain states require that for each service the Parts and Labor breakdown be displayed on the invoice.
Page 2 of 3 (Note: Not all invoice types will have a Page 2 and if they do, may have different options.)
Print Technician Codes For Services Performed Will print the employee code of the technician that performed a particular service. This feature works in conjunction with the “Ask for Employees” feature in Service Maintenance.
Prompt for Work order Number During Checkout Will prompt cashier for a Work order number when the invoice is created. This is used for locations that have a preprinted, numbered Work order and not the QuickTouch Work order.
Default Work order Number to Invoice Number Only activated if ‘Prompt for Work Order Number’ is set to yes.
Notes These notes will print on each Graphics/Graphics Color invoice below the services completed, useful for announcing seasonal specials or other information.
Disclaimer The disclaimer will print at the bottom left of the Graphics/Graphics Color invoice.
Display Fleet Discounts Prints the A, B and C fleet discounts on the invoice. “Total Only” prints a line with the sum of all the fleet account discounts received on the invoice. The “Per Service” option prints the discount the fleet account receives under each service. “Don’t Show” will not show the discounts the fleet account has received on the invoice.
Note: Only fleet discounts will appear on the invoice. Fleet markups will not be shown on the invoice.
Page 3 of 3 (Note: Not all invoice types will have a Page 3 and if they do, may have different options.)
Print RTF File on Back of Invoice (Requires Duplex Printer) An automatic duplex printer is required to use this feature. You can print warranty or disclaimer information on the back of invoices which eliminates needing preprinted forms.
RTF File To print warranty/disclaimer, the document must be saved as an .rtf file and saved to c:\Program Files\QuickTouch\data so it appears in the RTF file box.
Graphic File Allows a logo to be printed in the top left corner of the Graphics/Graphics Color invoice. Supported image file types: .bmp, .jpg, .gif, & .ico. The logo must be saved to C:\Program Files\QuickTouch\data and then selected from the Graphic File box.
Compress Graphic File Allows a larger logo file to be automatically resized to fit within the available space on the invoice. The Height and Width values can be adjusted to suit any logo’s orientation.
Non-Fleet Invoice Signature Line: Will print at the bottom of invoices for non-fleet customers.
Fleet Invoice Signature Line Will print at the bottom of invoices for fleets.
Print Claim Check With Receipt Used in car wash formats.
