Shop email on invoices/estimates
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Shop email on invoices/estimates
Is it possible to have our shop email and cell number included in the header on estimates & invoices?
Virginia
Virginia
Virginia
- brianp87
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Re: Shop email on invoices/estimates
You can play with the shop data 1 and 2 to get what you would like.
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- 25 Club: Starting Contributor
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Re: Shop email on invoices/estimates
Thanks, but that doesn't necessarily mean it's printing. The email doesn't print. I've put both bits of info in the 'slogan' area to get them to appear in the header. It would be nice if the fax number didn't print if there is no data there.
Virginia
Virginia
Virginia
Re: Shop email on invoices/estimates
+1 on getting rid of fax on the invoice if no fax # is provided...
- timbre4
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Re: Shop email on invoices/estimates
Fax # is dynamic; if Fax # field is 100% empty, it will not print. (If you left the area code in there, it's not 100% empty)
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
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Re: Shop email on invoices/estimates
I would think that's how it would work, but nope. We get: Fax: - -
Virginia
Virginia
Virginia
- timbre4
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Re: Shop email on invoices/estimates
That is how it works; here are two samples to demonstrate: 1. I would suggest backspacing through the field to make sure nothing is there.VirginiaO wrote:I would think that's how it would work, but nope. We get: Fax: - -
Virginia
2. If that doesn't fix it, we need to know which template is being used. There are different EST / RO / INV templates that users select; please share the menu title of the template where you are seeing this occur.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
- Rich
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Re: Shop email on invoices/estimates
Setup, shop data, shop data 2, Slogan.
We have www.chuckandmeredys.com entered and it shows up on all of the estimates, printed ROs and invoices
We have www.chuckandmeredys.com entered and it shows up on all of the estimates, printed ROs and invoices
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
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Re: Shop email on invoices/estimates
Thanks, Tim. I've got it on the following reports:
RO with Part Detail - No Part #
INV with Hours/No PN/No Rev Data
EST with hours
plus any and all of my daily reports, so it seems universal.
Virginia
RO with Part Detail - No Part #
INV with Hours/No PN/No Rev Data
EST with hours
plus any and all of my daily reports, so it seems universal.
Virginia
Virginia
Re: Shop email on invoices/estimates
FYI,
We're considering adding something like this:
We're considering adding something like this:
M1 Product Manager
- timbre4
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Re: Shop email on invoices/estimates
We only made this change for customer documents, not any of your internal reports. What version of SE are you running?VirginiaO wrote:Thanks, Tim. I've got it on the following reports:
RO with Part Detail - No Part #
INV with Hours/No PN/No Rev Data
EST with hours
plus any and all of my daily reports, so it seems universal.
Virginia
I do see it (FAX - - ) for the EST and RO templates specified but the INV looks fine. The INV has a date near the bottom RH corner of 3/7/17. The EST is dated 4/06/16 and the RO is dated 8/20/16 so they haven't been touched recently. I will make an inquiry.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
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Re: Shop email on invoices/estimates
7.1.7.6
My invoice says invhrs 12.15.15d. That's considerably a different number than yours. It was the only selection that gave me what I wanted.
(Plus I ran the invoice rounding fix and the remove customer number.)
Virginia
My invoice says invhrs 12.15.15d. That's considerably a different number than yours. It was the only selection that gave me what I wanted.
(Plus I ran the invoice rounding fix and the remove customer number.)
Virginia
Virginia
- timbre4
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Re: Shop email on invoices/estimates
Inquiry has been made.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
- timbre4
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Re: Shop email on invoices/estimates
It seems that there was a change in how the Fax field data was expressed and that broke the formula in the code. We will make every effort to update any templates that exhibit this in the near future.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer