PDF Final Review

PDF Final Review

PDF Final Review

How this works

Open any recent real record in Vancomm (v1).
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 that looks right. Type any notes in the boxes.
Click each tab above to work through each doc type. When you're done, hit Send to Lisa.

Your progress saves automatically as you go.

Two quote templates — pick the right one

There are now two quote templates: Quote v2 (with deposit notice) and Quote v2 — No Deposit. If you put a deposit % on the quote but pick the No-Deposit template, the deposit notice won't show. You have to pick the matching template.

Heads up — two different deposit % fields

There are two deposit % fields and you have to set them both. This is a Scoro limitation — we need something on the quote so the deposit notice can show on the PDF, but Scoro can't automatically push that value into the second field. Lisa tried. Can't be done yet.

1. On the Quote → "Deposit % (if applicable)"

This only sets the bolded percentage in the deposit notice paragraph on the Quote PDF. It does not calculate any amount — it's just text on the printout.

Quote form Deposit % field

2. On the Prepayment / Deposit Invoice → "Total to be paid in advance"

This is the field Scoro uses to actually calculate the deposit amount on the Deposit Invoice. Set it when you create the Prepayment, regardless of what was on the Quote.

Prepayment form Total to be paid in advance field

If you set 20% on the Quote and 20% on the Prepayment, everything matches — the Quote tells the customer "20% deposit" and the Prepayment invoices them 20% of the total. If the numbers differ, the Quote PDF text says one number and the Deposit Invoice charges another. Set them both.

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.

Pro-Mount logo top left
"QUOTE" shown clearly under the logo — 14pt navy bold
Date and Quote No. on top right — both inline on one row
Name/Address, Terms, Rep, Project all show correct values from the record
"Rate" column header is now "Unit Price" — per your 5/11 ask
NO "Valid until" field anywhere — per your 5/11 ask
NO signature section at the bottom — signatures live on the Order, not the Quote (per your 5/11 + 5/20 calls)
NO NATE logo — removed per your 5/11 ask (until membership is current)
Deposit % box visible on the quote (with the % you entered showing in bold)
Terms & Conditions all fit on a single page (page 2)
Footer shows ProMount address + phone + email on every page

📝 What's broken? Be specific.

Screenshots for this section (optional)

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)

📝 What's broken? Be specific.

Screenshots for this section (optional)

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
"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

📝 What's broken? Be specific.

Screenshots for this section (optional)

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
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

📝 What's broken? Be specific.

Screenshots for this section (optional)

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)

📝 What's broken? Be specific.

Screenshots for this section (optional)

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 Freight
Quote No. reference shows in the bottom row
Quantity only — no pricing (same as the Order)

📝 What's broken? Be specific.

Screenshots for this section (optional)

Step 7 of 7

Discounts line item + total

Try this: Open a recent Vancomm (v1) quote or invoice that had discounts applied — line-item discounts (a % off one product) OR a total discount (a % off the whole doc), or both. Click PDF → pick the v2 template.

Line-item discount renders in the "Disc." column on the row it applies to (with the % showing)
Line total reflects the discount — the unit price × qty MINUS the line discount = line total shown
Total/document discount shows as its own line in the totals block ("Discount (X%):" or similar) with the dollar amount
Subtotal is BEFORE the total discount — i.e. Subtotal = sum of line totals; then Discount line subtracts; then Tax; then Total
If there's no discount on the doc, the Discount line is hidden (not showing as "Discount: 0.00")

📝 What's broken? Be specific.

Screenshots for this section (optional)

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.