Printer's Plan SQL Version 1.6.14 Release Notes (6/24/2026) Follow

Program Fee Display on Paid Invoices

Feature Goal

Printer's Plan now displays payment processing program fees on printed invoices, giving customers a clear, itemized breakdown of any surcharge applied to their payment alongside the total amount paid.

Background

Previously, when a payment that included a program fee was applied to a job, the program fee amount was not shown separately on the printed invoice. Customers received no visibility into the breakdown between the payment applied to the job and any processing fee charged.

Solution

When a payment that includes a program fee is applied to a job, Printer's Plan now adds two new fields to the invoice and the Job Totals window:

• [Program Fee] — displays the program fee amount. The label used for this field matches the  name configured in PRP Settings.
• Total Paid — displays the payment amount plus the surcharge combined.

These fields appear only when a Program Fee exists on the job. If no Program Fee was applied, the invoice layout is unchanged.

Both invoice styles have been updated:

• Standard and Letter Style: Due to space, the Terms line moves below the subtotal to accommodate the new fields. The Program Fee and Total Paid fields appear in the Job Totals section.

• Classic Style: The Program Fee and Total Paid fields appear in the Job Totals section below the existing Paid field.

The Job Totals window within a job also displays the Program Fee and Total Paid fields when a Program Fee is present.

Price Items by Target Margin Percentage

Feature Goal

As requested by users at the Reach on the Beach conference, Printer's Plan now allows you to price a job item by entering a desired profit margin percentage, letting the application calculate the selling price for you automatically.

Background

Previously, the Price Level field on the Item Specs page did not include a margin-based pricing option. To price an item to a specific margin, users had to manually adjust the Margin % in the Edit Cost window and work backwards to arrive at the correct price.

Solution

A new option, Ask Margin %, is now available in the Price Level dropdown on the Item Specs page.

When Ask Margin % is selected and the item is saved, Printer's Plan displays an Item Margin % prompt. Enter your target margin percentage and click OK — the application will calculate and apply the item price automatically.

When the item is repriced or resaved later, the prompt displays the following reference information to help you decide:

• The default item price and its associated margin percentage
• The last saved item price and its associated margin percentage

The recalculated price is distributed proportionally across all services in the item. You can verify the result in the Edit Cost window, where the Margin % field will reflect the percentage you entered.

The selected price level also appears in the item description line within the Job window.

Item Notes Now Available as an RTF Template Merge Field

Feature Goal

The Item Notes field is now available as a merge field when building RTF templates in Printer's Plan, allowing item-level notes to be pulled directly into template-generated documents.

Background

Previously, the set of available merge fields for RTF templates did not include Item Notes. 

Solution

When building or editing an RTF template, Item Notes is now available as merge field. Insert it into your template as you would any other merge field using the <Notes> text in the item portion of the document. Printer's Plan will populate it with the notes from each item when the document is generated.

Edit the template to include the <Note> field for each item row:

When generating an RTF Invoice for a job with an item note, the document will now include this note:

Fixes & Improvements

• The Audit Trail was not properly capturing changes History jobs, this is now fixed.
• When creating a new Item Tag, the progam will now prompt the user to restart Printer's Plan. After the program is restarted, the new tag will be available.
• When creating new job items using Template 888, Printer's Plan was incorrectly carrying over the item-level tax settings from the template to the newly created item. This has been resolved and items created from Template 888 no longer inherit item-level tax settings from the template. The only exception is items marked as tax exempt on the template, which will continue to carry that exemption over to newly created items.
• In finishing services that use caliper-based lift calculations, the Lift By checkbox was not saving correctly. When checked and saved, the setting would revert to unchecked upon reopening the service, causing lifts to calculate at the default value rather than accounting for the actual paper caliper. This has been resolved and the Lift By checkbox now saves and calculates correctly based on the selected paper's caliper.
• When updating paper costs using the import feature, Printer's Plan was failing to save the changes and reporting zero services saved, even when the file was correctly mapped and contained valid SKUs. This has been resolved and paper costs imported via file now update and save correctly.
• Printer's Plan now displays an alert when attempting to save a service name that is greater than the number of allowed characters.