Is there a way to print invoices with materials on them? But be able to hide it from the customer?
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‎06-07-2023 08:07 AM
We have hit a bit of a snag. We finally added all of our materials to the pricebook. But now we would like to be able to print our repair sheets with those materials shown. But also have the option to limit showing those materials from customer view.
Is there a way to do this? We were told it is an all or nothing thing. You either have to have it customer facing which will allow us to print the repair sheet with the materials showing OR have it only shown to us but be unable to print with the materials showing.
Does anyone have any solutions for this? Are there any good alternative workflows we could use?
Chicken Lady Speaks
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‎06-08-2023 09:45 AM
Our workaround is we have the nonchargeable materials hidden but if you just hit ctrl p to print from the invoice screen it will print everything, that's how we do our pullsheets.
Bill Joplin's Air Conditioning & Heating
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‎06-08-2023 10:00 AM
Thank you! These are helpful. I appreciate it.
Chicken Lady Speaks
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‎06-07-2023 12:11 PM - edited ‎06-07-2023 12:12 PM
You can always print or download your job costing "invoice", this will show your entire breakdown with Revenue, labor, labor burden, materials and give you the gross margin
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‎06-08-2023 07:16 AM
Thank you for sharing! I am eager to show this to our team!
Chicken Lady Speaks
