Decide What Prints on Work Order Claim Checks

Decide What Prints on Work Order Claim Checks

Go to Office > Back Office Settings > Work Order Settings > Claim Check to determine what details you want to include on your printed claim checks.

 

Options that can be turned on or off include:

  • Store name and address
  • Customer name and address
  • Work order comments and instructions
  • Tech Notes

    • Related Articles

    • Print a Claim Check When Selling a Work Order

      The copy of the claim check that prints as you sell (close) a work order is called a Post Work Order Summary. To turn this on or off, and to decide what to include, go to Office > Back Office Settings > Work Order Settings > Claim Checks.

    • Sell a Completed Work Order

      When a work order is complete and is ready to be closed, you must sell the work order. This will move any open balance of the work order to be paid into Point of Sale, deliver any associated inventory to the customer, and update the work order's ...

    • Change Number of Work Orders Claim Checks that Print

      Go to Office > Back Office Settings > Work Order Settings > Claim Checks Edit the Number of claim checks to print field, then click Update to save changes.

    • Edit the Work Order Claim Check Disclaimer

      Go to Office > Back Office Settings > Work Order Settings > Claim Checks Edit and format the Claim Check Disclaimer field as needed; click Update to save your changes.

    • Including Additional Items in the Work Order Claim Check Total

      Go to Office > Back Office Settings > Work Order Settings > Configuration > Claim Check Settings to turn this option off or on. If off, products on a work order will not be included in the total due on claim checks.