My invoices print out differently than another user. Why?

My invoices print out differently than another user. Why?

While some invoice design settings affect all users, some are user-specific.

These settings are found in the main File menu of Softbase under Invoice Print Options, and are set by user for that user.


    • Related Articles

    • How do I get payments to print on my invoices?

      This is in the invoice print options by user. You will want to make sure that "suppress payments" is not checked so that the payments and invoice balance will display.
    • How do I add a logo to my invoices?

      Logos are maintained within the Branch setup of Softbase under the Administration tab. You will want to access the tab for "logo graphic" to add or update a logo. Specifications for the logo are below: Logo This is where you can set your ...
    • Softbase Service Mobile App User Guide

      Overview This article covers how to download and set up Softbase Mobile Service on the devices your technicians will use to work their dispatched orders. Setup Steps Download the Softbase Service Mobile Application from the Apple or Google Play ...
    • How do I stop an invoice from creating another open order every time it is invoiced?

      To stop that invoice from auto opening another one upon closing, you will need to uncheck the "Reoccurring Document" box in the Add'l Info tab in the work order and ensure that the rental end contract date (if populated) is not set for a future date.
    • I am receiving an error when attempting to print in Softbase.

      If you receive an error in Softbase and the program does not print and must close, we recommend resetting your printer settings. This is done in the File Menu of Softbase, using the "Clear My Printer Setup" option. This will reset the settings and ...