QuickBooks includes a very flexible and easy-to-use form editing tool that lets you design your estimate, sales order and invoice forms for printing in QuickBooks. This is a “page oriented” design where you can easily lay out all of the features and visually preview how the final form will display. Printing is simple, and you can select from a number of preformatted designs.
However, there are situations where the QuickBooks form design and printing capabilities might not be suitable. In form design a page oriented editor has some limitations. One common example is how totals print on the form if you have a multiple page order – in QuickBooks each page must have the same information at the bottom, so the total will print on each page. In addition, when printing forms you have limited options. An example here would be if you are printing a batch of orders – you can’t control the sequence in which the orders print.
CCRQInvoice provides an alternative approach to printing orders. The program includes a “report oriented” form designer, and provides greater control over how you can print orders. The form designer takes a different approach than what is used in QuickBooks, and is more technical to use, but it provides greater flexibility. With our printing system you can, for example:
• Have a different “footer” for the last page of a multiple page order so that the total will show only on the last page.
• Design multiple page forms so that you can add a standard footer or disclaimer to the end of each order.
• Print a batch of orders sorted in a different sequence, such as sorted by customer ID.
• Add bar codes to the form.
Instructions on how to work with CCRQInvoice forms is found in the next chapter.