Dates, delivery details, and payment terms help set clear expectations for both your team and your customer before production begins. We'll walk you through how to manage due dates, assign job owners, choose delivery methods, and apply payment terms in Printavo to keep orders organized and on schedule.
- Assign a user in your shop as the job “Owner”.
- Select any delivery method you’ve set under “My Account” > “Invoice Information” > “Delivery Methods”. Note: If you have not set any delivery methods this field will not be visible.
- Set your “Production Due Date” to put this job on your calendar. The date is editable at any point. This is the date that you will complete the job.
- Set your “Customer Due Date” to the agreed-upon in-hands date for your customer.
- Set any “Terms” options you’ve made available. The “Payment Due Date” will set itself when Terms are already assigned to the customer. Set your Terms under “My Account” > “Invoice Information” > “Payment Terms”. Note: If you have not set any payment terms this field will not be visible.
Comments
Please sign in to leave a comment.