Manager SE Reports & printing

Customer # Printing On Invoice?

Customer # Printing On Invoice?

Postby rhillig » Fri Feb 26, 2016 12:15 pm

I have tried to search the board before I posted this - but it says I was using too many common words.

On the 7.0 update - the customer number now prints next to the customer name. Is there a way to turn this off?

I did the update last night & so far today I have had three customers ask what the # was behind their name.
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Re: Customer # printing on Invoice 7.0

Postby ricmorin » Fri Feb 26, 2016 2:14 pm

You cannot turn this off. It's part of the Invoice.

I'm not a fan of this appearing on the Invoice.
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Re: Customer # printing on Invoice 7.0

Postby rhillig » Fri Feb 26, 2016 2:21 pm

Maybe it could eventually get spaced over ...... or placed in a less conspicuous place? I might be missing something, but I don't know why anyone would need to know the customer number.... :?: :?:
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Re: Customer # printing on Invoice 7.0

Postby Johnny5 » Fri Feb 26, 2016 2:50 pm

Here is a patch: Shut down manager and run this at each workstation http://www.m1faqs.com/fix/SE/InvHrs22216.exe
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Re: Customer # printing on Invoice 7.0

Postby rhillig » Fri Feb 26, 2016 3:32 pm

THANK YOU, thank you, thank you!!

That looks much better!!
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Re: Customer # printing on Invoice 7.0

Postby timingbeltking » Thu Mar 03, 2016 7:39 am

Thank you for this patch. I am a new shop, and this was especially frustrating when the customer numbers are 1,2,3 etc. Jones, Bob #2 looks bad.
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Re: Customer # printing on Invoice 7.0

Postby Johnny5 » Thu Mar 03, 2016 8:32 am

You are most welcome
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Customer # printing on Invoice 7.0.11

Postby rhillig » Fri Jun 03, 2016 8:30 am

Hey Johnny - installed update 7.0.11 and those lovely customer numbers are BACK!!

Can I still use the other patch to get rid of them?

Thanks
Becky
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Re: Customer # printing on Invoice 7.0

Postby Johnny5 » Fri Jun 03, 2016 10:08 am

Yes you can. :)
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Re: Customer # printing on Invoice 7.0

Postby rhillig » Fri Oct 14, 2016 6:37 am

Hi Johnny - do we have to keep installing the invoice after updates? I see the customer numbers are back again after the last update.
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Re: Customer # printing on Invoice 7.0

Postby ricmorin » Fri Oct 14, 2016 7:02 am

I too have some custom invoices and I can tell you that they need to be re-installed after updating.
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Re: Customer # printing on Invoice 7.0

Postby rhillig » Fri Oct 14, 2016 7:10 am

ricmorin wrote:I too have some custom invoices and I can tell you that they need to be re-installed after updating.


Thanks Ric - I will work on reinstalling again!
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Re: Customer # printing on Invoice 7.0

Postby sbcauto » Tue Jun 06, 2017 11:18 am

Customer Number is a Good Idea, For Company to be Able To Pay There Account through There Bank Just Like You would Pay A Utility. Without Account Numbers The Bank Will Not Let You Set This form Of Payment. I Agree It Would Be Better Placed In A Box Labelled Account Number.
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Re: Customer # Printing On Invoice?

Postby Johnny5 » Mon Jun 12, 2017 7:57 am

Here is what we did for the 7.2 release invoice template, which support signature capture from credit card terminal.

1. "Fax" label will not print if no fax number entered for shop
2. Driver and phone prints if exist
3, 4, Engine Hour In and Out print if exist
5. 0 dollar line items print extended amount as "n/c"
6 Customer number tucked for those that don't like to see it
7. Signature line stylized with rounded corner box (This area now includes electronic signature and credit card authorization info)
Total box also stylized
8. Shops web address shows if entered for shop (also clickable on PDF copy sent via email)
9. Shop email receives same treatment as #8
invoice.gif
 
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Re: Customer # Printing On Invoice?

Postby Johnny5 » Mon Jun 12, 2017 8:04 am

Signature area with electronic signature
receipt.gif
 
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Re: Customer # Printing On Invoice?

Postby rhillig » Mon Jun 12, 2017 8:38 am

I like the updates. One question - is it possible to be able to not print the time by the signature line?
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Re: Customer # Printing On Invoice?

Postby Johnny5 » Mon Jun 12, 2017 9:40 am

The "Time _________" is easily removed, kind of silly if you ask me. I don't ever recall seeing other systems that have the time next to the signature. Would any users complain?
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Re: Customer # Printing On Invoice?

Postby ricmorin » Mon Jun 12, 2017 12:27 pm

None here. I usually tell my customers to skip it anyway.
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Re: Customer # Printing On Invoice?

Postby sbebenelli » Tue Jun 13, 2017 9:49 am

I would prefer the time not to be included
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Re: Customer # Printing On Invoice?

Postby Johnny5 » Tue Jun 13, 2017 9:58 am

I removed it
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