Shared Popups
Print Documents Popup
How the Print documents popup works: picking a template you print and previewing each copy for your own jobs and customers before printing.
Print documents opens when you’ve selected jobs or customers and choose Print Documents. It shows exactly what you’ll print for each of them before anything is printed. To email or text customers, use the Message Customers Popup; a document can be attached to an email there.
Choosing a Template
- Only templates you print: The popup lists the templates with Print ticked under Used for on their details page. Email and text templates are never listed.
- One for each job: A copy for every job selected, such as the service delivered slips.
- One for each customer: One copy for each customer, even when several of their jobs are selected. With only customers selected, these are the only templates offered.
- Which it starts on: Your default template, or the service delivered slips if you haven’t set one. It never starts on a template written for one job, but the Price rise letter is listed, for printing letters again after a price rise.
- On each template: Its layout, such as Quarter page · 4 to a sheet, and a Default tag on your default.
- Selected: Under the title, how many jobs or customers you’re printing for.
What You’ll Print
- Your own jobs and customers: The chosen template filled in for the jobs or customers you selected, one at a time. Above it is who it’s for, such as Ann Smith · 4 Elm Road, and 1 of 12. Use the arrows to step through them.
- Sheets: For half and quarter page templates, how many fit on a sheet and how many sheets the print takes, such as 4 to a sheet, so 3 sheets of A4.
- Slips dated: For the service delivered slips, the date printed on them. It starts on today, and the preview changes to match.
Printing
- Print: Makes the PDF to print. The button says how many documents, such as Print 12 documents.
- Close: Leaves without printing anything.
When There’s Nothing to Choose
If none of the templates for what you’ve selected are printed, the popup says so: tick Print under Used for on a template’s details page to print it from here.
If your role doesn't include View Prices and Balances, what you print leaves out prices and balances, such as the balance due on service slips. See Editing a Role.
Related articles
- Message Customers Popup: emailing and texting the same jobs and customers, with documents attached if you like.
- Template Use, Page Size and Layout: Used for, which decides whether a template is offered for printing.
- Drag and Drop Editor: where a template’s design is built and adjusted. Letters can also be written in the Simple editor, and designs in HTML.
- Print Flow: another print-focused document route in the app.