Printer's Plan Knowledge Base

General / Release Notes / Upgrades

• Release Notes and Downloads
• Printer's Plan Orientation Video
• User Group
• Troubleshooting Permission and Printing Issues
• Customizing Workstations In Printer's Plan
• Printer's Plan Hot Keys

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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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Tools (Shipments, Inventory, etc.)

• Using and setting up the Inventory Tool
• 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

• Setting up the using the PayPal Integration
• Cloud Hosted Printer’s Plan Remote App Step-by-step Configuration
• QuickBooks Invoice Data Integration Guide
• QuickBooks Sales Data Integration Guide
• Printers Plan Remote App on Android.
• Printer's Plan Email Help

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