V2 PDFs — Michael's Test Run

How this works

Open any recent real record in Vancomm (v1) — a quote, an order, an invoice you remember.
Click PDF on the record. From the template dropdown, pick the v2 version (e.g. "Quote v2", "Invoice v2", "Order v2").
Compare it to what that doc used to look like. Tick each checkbox below that looks right. Type any notes in the boxes.
Scroll to the bottom and hit Submit to Lisa. That's it — no texting, no printing needed.

Your progress saves automatically as you go — close the page and come back anytime. You can submit, find more later, and submit again.

Nothing about Vancomm (v1) is changing. The old templates still send to live customers. This is just a preview pass.

Step 1 of 7

Quote with deposit

Try this: Open a recent quote in Vancomm (v1) that had a deposit. Click PDF → pick "Quote v2" from the template dropdown.

📝 Anything else weird?

Step 2 of 7

Quote no deposit

Try this: Open a recent quote in Vancomm (v1) that did NOT have a deposit. Click PDF → pick "Quote v2 — No Deposit" from the template dropdown.

"QUOTE" shown clearly under the logo — same as Step 1
Everything else from Step 1 is the same EXCEPT the deposit box is gone
No deposit % paragraph appears anywhere on the doc
Layout still looks balanced without it (no big empty space where it used to be)

📝 Anything else weird?

Step 3 of 7

Invoice final invoice

Try this: Open a recent invoice in Vancomm (v1) — ideally one you remember sending. Click PDF → pick "Invoice v2" from the template dropdown.

"INVOICE" shown clearly under the logo — 14pt navy bold
Date / Invoice No. / Due Date / Terms in the header — all correct
Terms is NOT hardcoded "Net 30" — pulls from the customer setting (per your 5/11 ask)
PAYMENT INSTRUCTIONS box shows three columns: Pay by check / Pay by ACH-Wire / Pay online("Pay online" says "Coming soon" for now)
"Make checks payable to" info is in the PAYMENT INSTRUCTIONS box only — not duplicated up top
Totals show: Subtotal, Discount (hidden if 0), Tax, Balance Due
Bank routing + account number show correctly in PAYMENT INSTRUCTIONS

📝 Anything else weird?

Step 4 of 7

Deposit Invoice prepayment

Try this: Open a recent prepayment (deposit) invoice in Vancomm (v1). Click PDF → pick "Prepayment v2" (or "Deposit Invoice v2") from the template dropdown.

"DEPOSIT INVOICE" shown clearly under the logo (so it's not confused with a regular invoice)
Deposit % notice paragraph reads correctly with the % from your quote
Terms says "Due on Receipt" — always, no matter what's on the customer profile(so a Net 60 customer doesn't get Net 60 on their deposit)
Due Date says "Upon Issue" — same reason as above
Totals show: Subtotal, Discount (if any), Sum without tax, To be paid in advanceNO Tax line — matches the "no sales tax on deposit" disclaimer above
Disclaimer line is there: "No sales tax is charged on this deposit. Applicable sales tax will appear on the final invoice."
PAYMENT INSTRUCTIONS box matches the regular Invoice (Step 3)
"Work will not begin until deposit is confirmed received" line is there

📝 Anything else weird?

Step 5 of 7

Order for shop floor + pickup

Try this: Open a recent order in Vancomm (v1) — ideally one that had a real customer pickup or delivery. Click PDF → pick "Order v2" from the template dropdown.

"ORDER" shown clearly under the logo — 14pt navy bold
Quote No. shown in the header — references the originating quote (per your 5/11 ask)
Line items show QUANTITY ONLY — no prices anywhere (per your 5/11 ask)
Signature block at the bottom — Customer Name + Vancomm Rep Name, each with Print / Sign / Date lines
NO PAYMENT INSTRUCTIONS on Orders (orders aren't bills)
NO Terms & Conditions on Orders (those live on the quote)

📝 Anything else weird?

Step 6 of 7

Packing Slip ships with goods

Try this: Same order as Step 5 (or any other Vancomm v1 order). Click PDF → pick "Packing Slip v2" from the template dropdown.

"PACKING SLIP" shown clearly under the logo
Ship To address shows the customer's address correctly
P.O. No. field shows the customer's PO number if you entered one
Ship Date shows the Shipment date you set on the Order
Ship Via has a dropdown when entering on the Order — Customer Pickup / DHL / FedEx / UPS / USPS / XPO Logistics / YRC FreightIf you want a different carrier added, let Lisa know.
Quote No. reference shows in the bottom row
Quantity only — no pricing (same as the Order)

📝 Anything else weird?

Step 7 of 7

Purchase Order to suppliers

Try this: Open a recent purchase order in Vancomm (v1) you've sent to a supplier. Click PDF → pick "Purchase Order v2" from the template dropdown.

"PURCHASE ORDER" shown clearly under the logo
Supplier address in the meta row (not "Name/Address" — says "Supplier")
Required By date shows the Delivery date you set on the PO record
Buyer shows your initials (or whoever issued the PO)
Project linked correctly
Line Total column (not just "Total" — vendor-doc terminology)
Totals show Subtotal + Total only — NO Tax line (supplier handles tax on their invoice)
"Please confirm receipt..." line at the bottom
"PO issued by [your name] | Phone | Email" line at the very bottom — your contact info for the supplier to reach you

📝 Anything else weird?

Send to Lisa

Hit Submit when you've gone through everything. You can come back and submit again if you spot more.

Your name:

Your progress saves automatically as you go — you can close this and come back.

V2 PDFs — Test Run

How this works

Quote with deposit

Quote no deposit

Invoice final invoice

Deposit Invoice prepayment

Order for shop floor + pickup

Packing Slip ships with goods

Purchase Order to suppliers

Send to Lisa