Step 1: Introduction to Inspection Information Visibility 0:00
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Overview of the video purpose:
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Walkthrough on making inspection information visible or not on invoices.
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Step 2: Accessing Work Order Items 0:14
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Navigate to a work order with associated items.
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Double-click on one of the items to view details.
Step 3: Viewing Sign-offs 0:21
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Access the sign-offs section for the selected work order item.
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Understand the sign-offs that are required for the work order.
Step 4: Generating Customer Invoice 0:32
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Go to reports and select 'customer invoice'.
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Run the invoice to see inspection information displayed.
Step 5: Making Inspection Information Visible 1:20
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Explanation of how inspection information appears on the invoice.
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Mention of user sign-offs and dates included in the invoice.
Step 6: Disabling Inspection Information Visibility 1:31
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Navigate to configuration settings.
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Scroll down to 'lists' and select 'work order subcategory'.
Step 7: Accessing Item Sign-offs 1:41
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Select 'item sign offs' to view all sign-offs set up for the instance.
Step 8: Understanding Sign-off Requirements 2:12
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Explanation of how sign-offs can vary by city or location.
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Review of the specific sign-offs associated with the current work order.
Step 9: Configuring Print Options for Invoices 2:54
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Review the 'print on invoice' column for each sign-off.
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Decide which sign-offs to display on the invoice.
Step 10: Disabling Sign-offs for Invoice 3:36
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Disable the sign-offs you do not want to show on the invoice.
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Save the changes.
Step 11: Verifying Changes on Invoice 3:52
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Run the invoice again to confirm that inspection information is no longer displayed.
Step 12: Additional Information Visibility Options 4:06
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Mention the option to disable other information, such as technician summaries, from appearing on the invoice.
Step 13: Conclusion 4:24
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Recap of how to configure invoice visibility settings.
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Thank you for watching.