Receipts and printed invoices have customizable thank-you text, signature lines, and standard terms.

Go to Settings > Receipt Customization (Settings > Receipts).

Thank-You Message: Toggle on to print a custom thank-you note on every receipt. Edit the message in the box. Keep it short and friendly.

Signature Line: Toggle on to print a customer signature line on receipts (useful for credit card or pickup confirmation).

Technician Name: Toggle on (the default) to print the assigned technician's name on any invoice that includes labor. It appears in the vehicle details as "Technician: <name>" and shows only when the invoice has a labor line and a technician is assigned on the linked work order. If both a primary and secondary technician are assigned, both names print. Turn this off if you do not want technician names on customer invoices.

Salesperson Name: Toggle on (the default) to print the salesperson's name on invoices. It appears in the document header on the top right, under Status, as "Salesperson: <name>". Unlike the technician, this prints on every invoice, not just ones with labor: the salesperson is whoever is assigned on the invoice, and if nobody was assigned it falls back to whoever created it. It prints on the screen print view, the PDF download, the emailed PDF, and the public link you share with a customer, so all four match. Finance charge invoices never show a salesperson, since those are generated automatically overnight rather than sold by anyone. Turn this off if you do not want salesperson names on customer invoices.

Hide Line-Item Pricing: By default, printed and emailed invoices, estimates, and work orders show the unit price and line total for each item. If you would rather present only the bottom-line totals, turn on the matching toggle (invoices, estimates, and work orders are controlled separately). When a document type is set to hide pricing, its printed copy still lists every item and quantity, and the Subtotal, Tax, and Total still print at the bottom; only the per-item dollar amounts are removed. Your screens always stay fully itemized, so your staff still see all pricing.

To override a single document, open that invoice, estimate, or work order and use the "Pricing on print" selector above its line items: choose Shop default, Show prices, or Hide prices. This selector is only available to staff who have the "Override printed pricing visibility" permission (Owners and managers have it by default).

Terms & Conditions

  • Standard Invoice Terms: legal/payment terms printed at the bottom of every retail invoice (e.g. return policy, payment due dates).
  • Dealer Invoice Terms: separate terms used for wholesale (dealer) invoices, which usually have different payment terms. Only appears if the Wholesale module is enabled.

Click "Save Receipt Options" or "Save Terms" depending on which section you edited. Changes apply to the next invoice you print or email.

Brand color and font for printouts are configured separately under Settings > Branding.