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Customers are confused about printing invoices and estimates in web portal

Last post 04-01-2011 9:36 AM by Method_Michael. 1 replies.
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  • 03-31-2011 5:51 PM

    Customers are confused about printing invoices and estimates in web portal

    Reply Contact

     

    Greetings,

    My customers are always calling me up asking how to print their estimates and invoices that i send web portal.  Instead of a PDF icon, can you say "To print this estimate into a PDF press here"

    Or better yet, how about the "goto" link will print a PDF? I figure there are enough people out there that are having the same issue as me and i wont have to have somone make a change to this. Save me money Stick out tongue

    Thanks! John M

     

  • 04-01-2011 9:36 AM In reply to

    Re: Customers are confused about printing invoices and estimates in web portal

    Answer
    Reply Contact

    Hey John,

    I haven't heard this from anyone else but I will bring this up for discussion in our next Method meeting. An easy fix for you would be to customize the screen and replace the existing PDF icon(Picture Object) with a different image maybe a copy of the icon with some text added to it.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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