Orders Export

When exporting orders, we added additional fields to utilize in Excel. You can now see the following fields:

  • Invoice # Nickname
  • Created Date
  • Custom Created At Production Due Date Customer Due Date Customer Full Name
  • Customer Email
  • Customer Company
  • Customer Id
  • Notes
  • Production Notes
  • Total Quantity
  • Sales Tax
  • Total Untaxed
  • Amount Paid
  • Amount Outstanding
  • Total Paid?
  • Invoice Status
  • PO #
  • Tags
  • Owner Public
  • Invoice View URL
  • Invoice URL
  • Billing Address 1
  • Billing Address 2
  • Billing City
  • Billing State Billing Zip Billing Country Shipping Address 1
  • Shipping Address 2
  • Shipping City Shipping State
  • Shipping Zip
  • Shipping Country

Total Owed Calculations

When calculating "Total Owed" for customers, we by default only look at invoices and not quotes.

Printavo Invoice PO Number > QuickBooks

PO Numbers from Printavo invoices will be exported to Customer Memo fields on orders in QuickBooks

QuickBooks Sync Change

When invoices are synced, a Printavo's Customer Due Date will be used for the QuickBooks' invoice Transaction Date.

Purchase Orders Display Catalog

When viewing a list of goods that need to be ordered, you will now see the vendor you want to order them from. This will make creating POs easier! Screen Shot 2018-11-14 at 8.46.55 AM.png

Display "Quote" or "Invoice" on an Order

You can now determine when to show "Quote" vs "Invoice" on orders depending on the status. Head to My Account > Customize Your Statuses to enable this.

Screen Shot 2018-11-14 at 8.42.25 AM.png

Square Payments - Category

When taking cash vs credit card on Square, we will record the type of payment in Printavo.

More information on how Printavo and Square interactions: https://www.printavo.com/blog/how-square-works-with-printavo

Printing Shipping Labels

Shipping labels now correctly print on the number of pages they fill. This is instead of adding an extra blank page at the end.

Work Orders are Shareable

Easily send contract jobs out to your decorator by giving them a URL to the work order.

Here is an example: https://wooden-cotton.printavo.com/workorders/1046cef0d4e410b4e010036690205e76

Display Catalog Name on Purchase Orders

new.png When you create purchase orders, you will see the catalog that you selected the product from.

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