Knowledgebase

The Invoice Options side bar button offers printing selections and automatic entry of information. Customize the program to meet your needs and change as needed. Also accessed by Main Menu > Invoices Options.

This dialog box appears.

1. FrameReady comes with two pre-formatted invoice forms (one-part and two-part). Samples of these forms can be printed by clicking Main Menu > Print Blank Invoice Form.

TWO-PART FORM: In order to save time and paper FrameReady can be set up to print out a two-part form. The lower half is detached and kept by the merchant and the upper half is given to the customer. Have perforated paper prepared for this purpose.

UNFORMATTED: FrameReady is also designed so that you can take advantage of having forms pre-printed. Take one of the blank forms to a print shop and have a quantity of forms printed. This will save both time and money in the long run. Be sure to have your print shop perforate the form so that the two-parts can be easily separated.

Choose one of the following print options to meet your hardware requirements. All invoices are sized for 8 1/2 x 11 paper in a vertical/portrait orientation.

2. Print Copies > 1, 2, 3, or 4 copies.

3. Pause on Preview > Yes, No, Don't Preview - select Pause on Preview if you wish to create a PDF of the invoice to email to a customer.

4. Show Print Dialog Box before Printing - Having the print dialog box show before printing will give you more control over your print options but may reduce the speed of printing an invoice.

5. Allow for use of Receipt Printer In some retail environments it may be preferable to use a receipt printer instead of printing an 8 1/2 x 11 invoice. Usually this scenario involves several computers running FrameReady on a network. In such situations the computer with the receipt printer is dedicated to a sales check-out counter. An electronic cash drawer can be attached to the receipt printer and is triggered by the printing of the receipt.

Note: FrameReady only supports Parallel port or USB type printers. Call STS for suggested makes and models.

6. Show work order due date on invoice - The due date of a posted work order may or may not print on the invoice depending on the selection of this option.

7. Auto Enter Sales Rep - A name in this field will auto enter on every new invoice (ideal for a one person shop). Leave this blank to force a name entry of person filling out invoice.

8. Prefix for custom framing - When work orders are posted to an invoice, the value in this field will be added to the beginning of the work order description, i.e. Framing: Horse in Field. The purpose of this is to distinguish artwork sales from framing jobs on the invoice.

9. Done returns you to Main Menu or Invoice screen depending on where you began this procedure.

10. Commissions allow you to set up the percentage amounts of sales commissions for each staff member. Commissions only apply to actual monies received on invoices. This information is gathered from the payments section of the invoice, not the line item entry. E.g. Sue Milton purchases $500 worth of framing but only deposits $200 in this pay period. The employee who took in the order receives a commission based on the $200.

1. Click Commissions > New Record.

2. Click Sales Rep and choose the employee.

3. Click Commission and enter percentage by decimal, i.e. 10% = .10.

4. Click Done.

The printed report can be accessed from Main Menu > Sales Reports > Commissions.