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      How to configure Inspection Information Visibility on Invoices?

      This article outlines the steps to make inspection information visible or hidden on customer invoices within the work order system.

       


      Step 1: Introduction to Inspection Information Visibility 0:00

      • Overview of the video purpose:

        • Walkthrough on making inspection information visible or not on invoices.


      Step 2: Accessing Work Order Items 0:14

      • Navigate to a work order with associated items.

      • Double-click on one of the items to view details.


      Step 3: Viewing Sign-offs 0:21

      • Access the sign-offs section for the selected work order item.

      • Understand the sign-offs that are required for the work order.


      Step 4: Generating Customer Invoice 0:32

      • Go to reports and select 'customer invoice'.

      • Run the invoice to see inspection information displayed.


      Step 5: Making Inspection Information Visible 1:20

      • Explanation of how inspection information appears on the invoice.

      • Mention of user sign-offs and dates included in the invoice.


      Step 6: Disabling Inspection Information Visibility 1:31

      • Navigate to configuration settings.

      • Scroll down to 'lists' and select 'work order subcategory'.


      Step 7: Accessing Item Sign-offs 1:41

      • Select 'item sign offs' to view all sign-offs set up for the instance.


      Step 8: Understanding Sign-off Requirements 2:12

      • Explanation of how sign-offs can vary by city or location.

      • Review of the specific sign-offs associated with the current work order.


      Step 9: Configuring Print Options for Invoices 2:54

      • Review the 'print on invoice' column for each sign-off.

      • Decide which sign-offs to display on the invoice.


      Step 10: Disabling Sign-offs for Invoice 3:36

      • Disable the sign-offs you do not want to show on the invoice.

      • Save the changes.


      Step 11: Verifying Changes on Invoice 3:52

      • Run the invoice again to confirm that inspection information is no longer displayed.


      Step 12: Additional Information Visibility Options 4:06

      • Mention the option to disable other information, such as technician summaries, from appearing on the invoice.


      Step 13: Conclusion 4:24

      • Recap of how to configure invoice visibility settings.

      • Thank you for watching.