Printer's Plan Knowledge Base

General / Release Notes / Upgrades

• Release Notes and Downloads
• Printer's Plan Orientation Video
• User Group
• Customizing Workstations In Printer's Plan
• Adding Your Company's Logo to Printer's Plan
• How to Change the Password to a Cloud-Hosted Printer's Plan User

PDF Tutorials

• Printer's Plan PDF page

Quotes & Orders

• Advanced Filter Definitions
• Applying Filters To Order Data In Printer's Plan
• Formatting Views In Printer's Plan

Customers

• Passwords In Printer's Plan
• Managing Old Contacts For Customers In Printer's Plan
• Applying Late Fees In Printer's Plan
• Order Processing In Printer's Plan
• Printer's Plan Settings Guide
• Using, Creating, And Editing HTML Templates

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A/R

• About Accounts Receivable (A/R)
• Posting Orders to History (A/R)
• Receiving Payments (A/R)
• Year-End Closing
• Adjusting Payments (A/R)
• Correcting Invoices (A/R)

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Services

• Creating Services To Ask For Information
• Special Functions Of The Ask How Many Field
• Quick Sale Guide
• How To Use The PriceWiz Calculator
• Finishing Services Setup Guide
• Brokered Services Setup Guide

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Shipments & Labels

• Using The Shipments & Labels Tool In Printer's Plan
• OpenOffice Database With Parallels
• Recording Macros For Labels
• Editing Shipping Labels

Reports

• Overview of Reports
• Posting
• A/R
• Profitability
• Comparison
• Production

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Integrations

• Printer's Plan Email Help
• Web Solutions Installation Guide
• Web Solutions Update Guide
• Overview & Setup of the CardConnect Integration
• Entering a Deposit Payment with CardConnect
• Entering an Accounts Receivable Payment with CardConnect

See all 10 articles