PlowTrax V4.0 Feature Overview

Custom Invoice Layout

Invoice Font and Options
lets you…
- Configure Font type and size for the heading and normal text sections of the Invoice
- Specify Page Orientation for the Invoice
- Set Optional Closing Note text that appears at the bottom of the Invoice
- Select Folder where Saved Invoice Files are stored
- Specify whether or not to show the Billing Period data range in the Invoice

Invoice Service Field Layout
lets you…
- Specify which Service Fields are included in the Invoice
   The Service Fields are:

Date, Time, Price, Service Description, Service Level, Provider and Comment
- Specify the order that the selected fields appear in the Invoice

Invoice Payment Field Layout
lets you…
- Specify which Payment Fields are included in the Invoice
   The Payment Fields are: Date, Amount and Comment
- Specify the order that the selected fields appear in the Invoice

Invoice Company Info
lets you…
- Specify the text that appears at the top of the Invoice
   Intended for Company Name, Address and Contact info
- Specify how this text is aligned in the Invoice (either Center ot Left Alignment)





User Defined Service Descriptions
Service Descriptions are used to define Service Types or Categories. The Service Descriptions appear on the main screen, on invoices (*), on the Add Customer screen and the Add Service Call screen. They are also used in PlowTrax reporting to provide counts and dollar amounts associated with the specified services. The 2 Service Descriptions are configurable via the Setup - Service Descriptions screen.

(*) The Service Descriptions are only included in the Invoice if the Service Description field is specified in the Invoice Layout.

A Rate for each Service Type gets set for each customer (on the Add Customer screen). During Service Call data entry, if a Service is checked, then the pre-defined rate for that Service is added to the Service Amount.