New

Shops that have enabled Printavo's new embedded payments platform can now set a dollar value above which ACH will be required during checkout. This feature only applies to public invoice payments, not merch store checkouts.

To set a threshold:

• Navigate to My Account
• Find the Accept Payments page
• Scroll to the bottom and locate the section titled Payment Methods - Set limits for when payment options are available
• Select the desired option
• Click Save

The dollar value that you enter in this section will determine which payment options are available during checkout. For example, if you set a threshold of $5,000, then all invoice payments above $5,000 will require ACH. In other words, credit cards will be disabled during checkout.

New

Use the Mockup Creator to alter a vector file's colors!

Reduce the "back and forth" process between your shop and the customer with our new 'Recolor' tool in the Mockup Creator.

To use the Recolor tool, upload a vector design file (.ai, .svg) to your imprint. Open the mockup creator, add the design to your product mockup, click "Recolor," and begin making adjustments.

When you save your mockup, a copy of the new version of the design file will save as well.

Fix

Blank Company Name in Account Receivables Fixed

Multiple customers reported a bug in the Account Receivables report resulting in a blank Company Name field for some contacts.

The bug is fixed and the "Company" field should now properly reflect the Company Name of all customers and contacts within Account Receivables.

Fix

Custom Product Importing

The Custom Product importer now accepts CSV files and should no longer require UTF-8 files.

Tags no longer case-sensitive when filtering

When filtering by Tags on the Calendar, some users found that the Tag required exact type-casing, therefore returning incomplete or incorrect results. Filtering by Tags on the Calendar no longer requires exact type-casing.

For example: If you need to filter orders for #Tom, you may find your results by either searching "Tom" or "tom"

New

Merch users can now toggle automatic Fulfillment Emails On/Off.

Shops using Merch now have the option to turn off the automatic emails Printavo sends when selecting Mark as Fulfilled on an Invoice/Order. To toggle this new setting, follow these instructions:

1. Navigate to the store
2. Click on More Actions
3. Click on Settings
4. Toggle "Enable fulfillment emails" to the Off position (all new/existing Stores default to On)

When turned off, the customers will not receive any email when a user selects Mark as Fulfilled or Mark all as Fulfilled for a Merch order/invoice. When turned on, the customers will receive an email stating that their order is ready for pickup or that it has been delivered.

Improvement

• Fixed a bug causing the Customer "Total Owed" amount to be incorrect
• Improved the Premium subscription billing experience so that accounts are not billed a $0 invoice for the Merch feature
• If a Fee is deleted on an invoice, the total and subtotal now update dynamically
• Removed the option to trial Merch while on Trial or Lite plans

New

In order to add value for our users, all Printavo plans (this includes Lite & Standard plans) now have unlimited Pricing Matrices!

New

Shops can now remove the background color of an uploaded design file when creating a mockup.

To remove the background color of your design file, simply:

• Add your design to the product (only raster file types supported currently; i.e. JPG or PNG files)
• Click on Color Erase
• Click on the color you'd like to remove from the uploaded design
• Click out of the focus area or click again on Color Erase to exit the tool

** Note: Mockup Creator is only available on Standard and Premium plans

New

In order to provide extra privacy, shops now have the option to toggle on a "Private Email Link" that makes Invoices & Customer Profiles accessible to specified recipients only.

This feature can be toggled on by heading to My Account > Invoice Information > Invoice & Customer Privacy.

When enabled, a customer/recipient will have 3 days to open the emailed/texted Profile or Invoice link via Printavo to automatically be taken to view their profile or quote/invoice. There is no change to the customer experience if they open their link within 3 days.

Without access to this unique emailed link or after the 3 day link expiration the viewer will be required to enter their email address associated with the order.

What is considered an authorized email for a quote/invoice?

• Customer's Email
• Invoice Owner's Email
• Any email sent a message
• Any email sent an automation
• Any email sent a payment request

What is considered an authorized email on a customer profile?

• The main Customer's email can view their own as well as any Contact's public profile
• A Contact's email can only be used to view their own public profile

Any logged in user to Printavo will also be automatically redirected to view the profile/quote/invoice.

New

In order to speed up your quote turn around time, allow your sales team to do their own mockups, quickly build a Merch store and allow your graphic artists to focus on final art approvals only, accounts on the most recent plans can now create mockups within Printavo using the Mockup Creator.

The Mockup Creator will render any vendor catalog images provided for the product or a custom blank product image upload as well.

Simply add your Imprint design(s) to the product for:

• positioning/placement
• rotate
• scale
• delete
• move up/down layers when multiple designs are applied

Quickly mockup different products with the same design by clicking another line item and saving a new mockup.

Did the customer have some feedback? No worries, Mockup Creator mockups are editable at any time.

Activating the Mockup Creator

The Mockup Creator button is located under each of your line item groups.

In order for the group's button to be in an active state, the job must have, at minimum:

1. A customer applied to the job

2. Pricing in every line of the line item group that has a product

3. At least one imprint with at least one piece of information filled out

Ready to learn more?

How to use the Mockup Creator Article

How to use the Mockup Creator Video

Using the Mockup Creator

Once you click on the Mockup Creator button:

• If you selected a line item product that has an associated catalog image/images, then you will be presented with that/those. You can also add additional custom images with the + Custom Blank button.

• If you used a custom product or selected a line item product that does not have associated images, then you will be prompted to upload your own custom image with the + Custom Blank button.

If you have multiple image options, you can choose the image you're using for the mockup by selecting it from the thumbnails at the top of the creator.

If you have multiple line items, you can switch between the active line item by clicking its corresponding line item box.

If you already uploaded a graphic for your mockup in the imprint field of the quote, that will show up by default within the Mockup Creator. If you did not upload a graphic in the imprint field, or would just like to add more designs, simply click the + Design button within the imprint box of the Mockup Creator.

To add your design to the product image, simply click the image you would like to apply. Use the tools in the corner of the image to rotate, resize, or delete the image. Click and drag the image to move it around the product.

Click Save Mockup when you're happy with the placement of your design on the product image.

When you've saved all desired changes, click Back to Quote to go back to editing your quote. Your saved mockups will now appear in both your imprint box and on the relevant line items.

If you need to edit your images later, you can always click the "Edit" button on your quote/invoice page.