PDF Customizations and Options Knowledge Base
Need to adjust colors, fonts, and columns to display on your PDFs? Navigate to your Company Settings > PDF Options tab to get started
Need to adjust colors, fonts, and columns to display on your PDFs? Navigate to your Company Settings > PDF Options tab to get started
The Options
You can quick and easily turn on and off features for your quotes, invoices, and work orders:
- Fonts
- Font Size
- Colors
- Show Product Discriptions
- Enable / Disable Quantity, Price, Subtotal, Tax, Note Columns on Invoices
- Enable / Disable Quantity, Price, Subtotal, Tax, Note Columns on Quotes
- Enable / Disable Signature On Quotes
Just go to Management > Company Settings > PDFs tab and click on the "PDF Options" link to get started customizing your invoices and quotes today!
Need your staff to fill out a form or complete a checklist after the job is completed? Navigate to the new Management > Forms page to start building your first form. Your staff will be able to fill out the form and you can view responses from the calendar and job screen.
Have a quickbooks online account? JobCloser now integrates with your QB account. Sync customers, vendors, products / services, invoices, and payments between your two accounts. Get started by navigating to your company settings.
Easily add a required deposit to any one time job. The required deposit amount will be reflected on your customer facing quotes and invoices. Just navigate to your job and scroll down below your line items to get started.
Had a customer pay you upfront for an entire year of work? Use the new Credit Memo functionality to add a credit to a customer account and then apply that credit towards future invoices.
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