February 2017

Upload – Word Invoice Template Upload

IconUsers with the privilege titled Mange Templates will have access to the Template option in the Setup menu. In Blueprint OMS, click the Setup menu on the main toolbar. Double click on the Templates menu item and select Invoice templates. Click Create new. Locate the file and click Open. In the Create invoice template dialog box, give the template a Name Read More

Generate – Invoice template

Upon completing a sale in Blueprint, the Invoice template selected will default based on the type of invoice being created. Optionally, click into the Invoice template drop-down menu, on the Allocate costs screen, to adjust the template. Optionally, click into the Notes field to add or edit the note. Click Create invoice(s)/Complete Sale. Read More

Invoice Template

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To sign on with Blueprint, has to rank amongst the best few good business decisions I have ever made – and there have been many bad ones. Everything now works better for us – and in that the operational side is so smooth – we have much more time to offer to our clientele and to creativity. Even if we get slightly behind in up to the minute data – left click, right click catches up any admin backlog in minutes (with an invaluable link to QuickBooks).

Greg Clements
Clements Hearing

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