Managing invoices is an important part of running a print shop. With the latest updates to your invoice management settings, you can now add contact comments to invoices more easily and view only approved invoices by default. These improvements help your team stay organized, reduce errors, and keep important notes visible at all times.
1. Add Contact Comments as Additional Information
In the past, the system only allowed contact comments to appear as terms and conditions. Now, you can add these comments as additional information, which makes them easier to find and read.
How to Enable This Setting
Go to:
Settings → Invoice Settings
Enable: Append contact comments as additional information
How It Works
Once the setting is active:
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When you create a new order and select a contact, the system adds their comment to the invoice automatically.
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The comment appears under Additional Information.
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If you reorder, you must reselect the contact so the system can add the comment again.
Benefits
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Makes important notes easy to see
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Helps your team avoid mistakes
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Keeps invoices neat and clear
2. Load Approved Invoices by Default
The invoice page can now show only approved invoices when it loads. This helps your team focus on the invoices that are ready for processing.
How to Enable This Setting
Go to:
Settings → Invoice Settings
Enable: Load only approved invoices by default
How It Works
After turning on this feature:
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The invoice page shows only approved invoices first.
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Any invoice that is still waiting for approval will not appear.
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You can change the filter at any time to view all invoices or only unpaid ones.
Important Notes
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A clear message appears on the page to remind users that only approved invoices are visible.
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If your print shop often works with unapproved invoices, you can adjust the filter with one click.
Benefits
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Keeps the invoice list cleaner
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Prevents team members from working on unapproved invoices
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Reduces confusion and support questions
3. Filter Invoices With Ease
With the updated settings, filtering invoices becomes much simpler. You can now:
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Search by invoice number
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Filter by approval status
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Filter by payment status, such as unpaid invoices
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Switch between showing approved, unapproved, or all invoices
Because these filters work together, your team can always find the right information without digging through a long list.
4. Summary
With these invoice management updates, your print shop can:
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Add contact comments as additional information
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Load only approved invoices by default
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Use simple filters to view invoices by approval or payment status
As a result, your team can work faster, avoid mistakes, and keep all invoice details clear and consistent.