Document's and PDF Settings

Tyler MacDonald Updated by Tyler MacDonald

Choose what gets printed on transaction and job PDFs when exporting or emailing them.

  1. Choose "Settings" from the top tool bar

  1. Select "Documents" from the side bar

The Documents Printing and PDF Settings screen will appear

Printing: Choose your Defaults: Paper size, Box Label Paper Size, Box Label Size

PDF Settings: This allows you to configure what shows up on your PDF

  1. Show Line Item Discounts
  2. Show Range & Volume Discounts
  3. Show "Total (Incl. Tax)" Columns
  4. Show Unit in Material/Labor/Machine Description
  5. Show Part Numbers
  6. Show Split Tax
  7. Round Prices to 4 Decimal Places
  8. Show Past Due Stamp
  9. Show Company information and Logo in Work Order PDFs
  10. Show "About This Transaction" Description
  11. Show Workflow for Line Items With Jobs
  12. Show Country Info in Addresses
  13. Show Line Item Number in Job PDFs
  14. Show BOM details on customer PDFs
  15. Show Quantity on BOM on customer PDFs
  16. Show Custom item on customer PDFs

Terms and Conditions

You will also find the Terms and Conditions on this page. Please see this article on "Terms and Conditions" to find out more.

PDF Customization

Customizing PDFs is a seamless process within your shopVOX account, allowing you to tailor any or all generated PDFs to your specific needs. Whether it's the Quote PDF, Sales Order PDF, Work Order PDF, or Invoice PDF, you have the flexibility to personalize them according to your preferences. Each customized PDF is priced at $250 USD.

To initiate the customization process, all you need to do is contact your coach and provide us with your design mock-up. Our development team will then proceed to incorporate your design into the PDFs, ensuring they reflect your brand identity and meet your requirements effectively.

You can read more about Custom PDFs in shopVOX from this article. Custom PDF in shopVOX

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