Why aren't quotes in the Print Receipt list?
The Print Receipt tile lists orders only.
To print a quote receipt, open the quote through Orders & Quotes, tap Print, then Print Receipt. Choose Print Quote instead when you want the full quote document.
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People also ask
From other topicsCan I center the receipt logo without centering the portal logo?
Yes. Logo position is separate for the Customer portal, Quote request page, Request sent page and POS receipt. Choose Left, Center or Right on each asset and save.
The receipt starts centered; the customer pages start left-aligned. Quote PDF and email logo placement belong to their document or header designs.
Why isn't the POS receipt listed under Apply this look to all assets?
The POS receipt is excluded from Apply this look to all assets because its printing controls are separate. Open SettingsBrandingPOS receipt to adjust its supported settings. Its logo still comes from the location or shared brand kit, but copying the customer-page look does not restyle the receipt.
Where do I change the message after a customer requests a quote?
Edit Thank-you message under SettingsBrandingRequest sent page. Enter up to 300 characters, preview the wording and save. The message appears after the customer submits a quote request.
The portal's separate Footer message allows up to 500 characters and appears at the account-page bottom.
Does lead time print on the quote or the purchase order?
No. OrderPilot's calculated lead times do not appear on quote PDFs or purchase orders.
The full order calculation is shown in the app, and is also absent from POS, emails and the customer portal. A template's slowest option lead time can appear online when Show lead time is on.
Open its own pageFull guide: Set up lead times for vendors and options