Print Settings - Invoices

Customizing Your Invoice Template

RepairQ's Print Template pages allow users to select which information appears on an invoice or receipt.

Print Template settings are separated by printing type (invoice or receipt), but their pages are similar in structure and available options. For additional information on updating your receipt template, please see our article, Receipt Template Settings.

Note: Template Settings is a very long page. It is very important that you remember to save any changes you have made before navigating away from the page!

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Finding Your Invoice Template Settings

1. Using the Navigation Bar near the top of RepairQ, go to Settings -> Location Settings.

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2. From the Settings Overview page, use the left-hand sidebar to go to Templates -> Invoices.

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3. You should now see your Invoice Settings page, with your location's name at the top. 

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Invoice Settings

The first section has identifier information for your invoice.

 

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  • Location - This is the location where the settings are applied. If you navigated to this page through your Location Settings, or if you only have access to one location, then this drop-down menu will always be greyed out.

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  • Invoice Title - The generic title used at the top of your invoices when printed.

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  • Quote Title - If the invoice being printed is a quote, this text will be printed to indicate that it is a quote.

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  • Logo - This will allow you to choose a graphic to print on your template, chosen from your Image Library. See Adding Your Logo to Print Templates for additional information.

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Ticket Info

The ticket Info section is a group of much smaller segments, each focused on information about the ticket to be printed on the invoice. The first has a single setting, and a TOGGLE ALL option.

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  •  TOGGLE ALL - This can be found in several of the sections on this page. Clicking it will check or uncheck all checkboxes in a single section.
  • Claim Number - Checking this box will cause invoices to display the ticket's claim number- if the ticket has a number.

 

Location Details

The Location Details section on your invoice can be toggled off completely by unchecking the Location checkbox. These settings (except for Rep Name) will rely on the information entered into your Location Info page. Once toggled on, the information will be displayed on any printed invoice.

Note: For more information on the Location Info page, please see Location Settings Overview.

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  • Rep Name - This refers to the name of the user assigned to the ticket.
  • Location Legal Name - This is the legal name of your business.
  • Location Address - The address line, city, state, and zip code of your location.
  • Location Phone - The primary phone number of your location.
  • Location Email - The email address of your location.
  • Tax ID - The tax ID listed on your Location Info page.
  • Remittance Info - The remittance information entered on your Location Info page.

 

Bill-To Details

The Bill-To Details section on your invoice can be toggled off completely by unchecking the Bill-To checkbox. These settings will rely on the information within the profile of the customer attached to the ticket. Once toggled on, the information will be displayed on any printed invoice.

Note: For more information on customer profiles, please see Creating a Customer Profile.

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  • Name - The customer's name, as listed on their profile.
  • Company - Any company listed on the customer's profile.
  • Contact Method - The customer's preferred contact method.
  • Primary Phone - The customer's primary phone number.
  • Alt Phone - Any alternate phone number on their profile, if captured.
  • Full Address - The customer's full address, as listed on their profile.
  • Credit Balance - The customer's current credit balance, if any.
  • Credit Limit - The customer's credit limit, if entered.
  • Loyalty Card ID - The customer's loyalty ID, if they have been given one.

 

Repair Device Details

The Repair Device Details section on your invoice can be toggled off completely by unchecking the Repair Devices checkbox. These settings will rely on the information of any repair device(s) listed on the ticket. Once toggled on, the information will be displayed on any printed invoice.

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  • Primary Label - This is how the repair device will be listed on the invoice, either by its name or by its SKU.

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  • Serial Number - The repair device's serial number.
  • Description - Any description of the device captured on the ticket.
  • Manufacturer - The manufacturer of the repair device.
  • Carrier - The service carrier of the repair device, if any. (For instance, if the device is a phone, is the carrier AT&T, Verizon, etc?)
  • Password - Any customer-supplied password for the repair device.
  • Diagnostics - Any diagnostics recorded on the ticket for the repair device.
  • In Possession Details - If the repair device has been listed as stored within the Logistics section of the ticket (for instance Bin #1, or perhaps Repair Station #2), it will be printed here.
  • In Transit Details - If any transit information has been saved within the Logistics section of the ticket, it will be printed here.

 

Ticket Items

The next section allows for more control over the itemized items on the invoice. As with most of the sections on the Invoice Settings page, it can be toggled off in its entirety by unchecking the Ticket Items checkbox.

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  • Hide Totals - This will hide the totals for each ticket item if checked.
  • Show Ticket Item Notes - Any notes left by users on individual ticket items.
  • Line Item Price/tax Display - This dropdown menu gives several options for how line item prices and taxes are displayed.
    • Show Price and tax separately
      • Price is displayed right aligned with the line item title
      • Price is displayed in item details with the discount amount.
      • The tax amount is displayed as part of the item details under the item title.
    • Tax-inclusive: Show tax-inclusive, effective after-tax discount, etc.
    • Show price and tax summed
      • Price plus tax is displayed aligned with the line item title
    • Show only price and discount
      • Price is displayed right aligned with the line item title
      • Price is displayed in item details with the discount amount.
    • Custom: show only columns selected

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  • Discount - The display label that will indicate the discount on your invoice.

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  • Subtotal plus Net Tax - The display label that will indicate the subtotal on your invoice.

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  • Line Total - The display label that will indicate the line total on your invoice.

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  • Bundle Receipt Display - This drop-down menu gives several options for how to display bundled items.
    • Show part and labor prices when bundled
      • Price and tax (depending on the Line Item Price/Tax display setting) are displayed in the item details for both the labor and the part in the bundle (parent and child). 
    • Show only part price when bundled
      • Price and tax (depending on the Line Item Price/Tax display setting) are displayed in the item details for only the part in the bundle (parent or child).
    • Show only labor price when bundled
      • Price and tax (depending on the Line Item Price/Tax display setting) are displayed in the item details for only the labor in the bundle (parent or child). 
    • Show only line total when bundled
      • Price and tax (depending on the Line Item Price/Tax display setting) are displayed in the item details for only the parent item in the bundle.
      • Any tax applied to child items is summed in the displayed tax amount on the parent item.

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  •  Ticket Items to Show by Status - Any ticket item with a status that matches one of the checked boxes will be printed on the invoice.
    • Pending
    • Sold
    • Damaged
    • Void
    • Return
    • Exchange
    • Complete

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  • Show Ticket Item Barcode - If checked, a ticket item barcode will appear on the invoice. This will also allow the user to choose a format and size for the barcode.
    • Barcode Format
    • Barcode Size

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  • Ticket Totals - The display labels that will indicate the Ticket Subtotal and Total Discount lines on your invoice.

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Miscellaneous Settings

The last several segments are miscellaneous settings for transaction information, viewing their ticket status on Qsite, and warranty and disclaimer information.

 

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  • Transactions - If checked, the invoice will show any transactions on the ticket. This will also allow the user to include the customer's signature (if using Integrated Payments) and an option to show the tip amount paid from Square transactions.
    • Show Signature Line
    • Show Tips (Square Only)

 

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  • Ticket Status URL - Includes two checkboxes that allow users to display a Qsite website URL and a QRcode for the customer to check the status of their ticket.
  • For more information on Qsite features, check out Qsite™ Ticket Status and Qsite Opportunities.

 

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  • Ticket Barcode - Includes a barcode that can be scanned on the invoice. RepairQ users can scan the invoice and pull up the ticket using the Global Search Bar.

 

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  • Notes - Checking this box will print any customer-facing, ticket notes on the invoice, and will also allow the user to enter a Notes Label to display on the invoice.

 

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  • Warranties and Disclaimers - Checking this box will show any relevant warranty to show on the invoice, and will also allow the user to enter a Warranty / Disclaimer Label to display on the invoice.

 

Note: Template Settings is a very long page. It is very important that you remember to save any changes you have made before navigating away from the page!

 

 

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