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Shop email on invoices/estimates

Shop email on invoices/estimates

Postby VirginiaO » Fri May 12, 2017 9:10 am

Is it possible to have our shop email and cell number included in the header on estimates & invoices?

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Re: Shop email on invoices/estimates

Postby brianp87 » Fri May 12, 2017 9:19 am

You can play with the shop data 1 and 2 to get what you would like.
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Re: Shop email on invoices/estimates

Postby VirginiaO » Fri May 12, 2017 9:49 am

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.

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Re: Shop email on invoices/estimates

Postby motley06 » Fri May 12, 2017 10:54 am

+1 on getting rid of fax on the invoice if no fax # is provided...
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Re: Shop email on invoices/estimates

Postby timbre4 » Mon May 15, 2017 9:13 am

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) :wink:
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Re: Shop email on invoices/estimates

Postby VirginiaO » Mon May 15, 2017 9:35 am

I would think that's how it would work, but nope. We get: Fax: - -

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Re: Shop email on invoices/estimates

Postby timbre4 » Mon May 15, 2017 9:41 am

VirginiaO wrote:I would think that's how it would work, but nope. We get: Fax: - -
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That is how it works; here are two samples to demonstrate:
fax1.png
 
fax2.png
 

1. I would suggest backspacing through the field to make sure nothing is there.
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.
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Re: Shop email on invoices/estimates

Postby Rich » Mon May 15, 2017 10:15 am

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
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Re: Shop email on invoices/estimates

Postby VirginiaO » Mon May 15, 2017 11:03 am

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.

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Re: Shop email on invoices/estimates

Postby Silky7 » Mon May 15, 2017 1:21 pm

FYI,

We're considering adding something like this:

2017-05-15 14_20_16-REPORTS.png
 
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Re: Shop email on invoices/estimates

Postby timbre4 » Mon May 15, 2017 2:51 pm

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


We only made this change for customer documents, not any of your internal reports. What version of SE are you running?

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.
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Re: Shop email on invoices/estimates

Postby VirginiaO » Mon May 15, 2017 2:59 pm

7.1.7.6
My invoice says invhrs 12.15.15d. That's considerably a different number than yours. :D It was the only selection that gave me what I wanted.
(Plus I ran the invoice rounding fix and the remove customer number.)

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Re: Shop email on invoices/estimates

Postby timbre4 » Tue May 16, 2017 7:32 am

Inquiry has been made.
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Re: Shop email on invoices/estimates

Postby timbre4 » Tue May 16, 2017 10:23 am

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.
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Re: Shop email on invoices/estimates

Postby VirginiaO » Fri Jun 30, 2017 9:02 am

Woot.
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