Search results for customer portal

79 articles found

• Collect and Record Payments

  YoPrint makes it easy to collect and record payments, whether in person, over the phone, or online. In this article, we’ll walk you through the different ways to manage payments in the system.

• Sales Order Approval Workflow

  In this article Send a Sales Order Approval Approve a Sales Order A sales order approval is important in ensuring all job details and quantities of a sales order is accurate prior to production. This

• Customer Portal Overview

  In this article Accessing the Customer Portal Search and Filter Order Details Page Artwork Approval Quote Approval Invoices Shipments In this article, we're going to give you an overview of the

• Customer Portal Custom Domain

  YoPrint allows you to set up your custom domain for the Customer Portal. In this article, we will guide you on how to do so. Setting up Custom Domain Navigate to

• How To Get Quote Approval From Your Customer

  Once you’ve published a quote in YoPrint, you can send it to your customer for approval. Customers will receive a branded, professional email with a direct link to review and approve the quote in the

• Customizing The Customer Portal Theme Colors

  In this article Select Your Brand Color Is Luminance Important? The customer portal can be customized with your own Primary Brand Colors and Secondary Accent Colors. Select Your Brand Color Go to

• How to Send a Quote

  To send a quote, go to (1) Quick Actions and (2) Send Quote Details. The quote will be sent to the email recipients specified in the Quote. A notification will appear in the top right telling you

• Setting Up Customer Portal and Email Sending Domain

  In this article Customer Portal Domain Email Sending Domain In this article, we will walk you through how to set up your customer portal and email sending domain using GoDaddy. Customer Portal Domain

• Customer Fund / Credit Management

  In this article What are customer funds/customer credit? How to issue a credit in a Sales Order? How to use a credit? How the credit shows up in the customer portal What are customer funds/customer

• Customize Status Workflow

  In this article Statuses Create Status Labels Edit, Remove and Arrange the Statuses Task Presets Under the Workflow tab in the Settings Sidebar, there are Statuses and Task Presets. Statuses Statuses

• How to Get Shipping Rates and Create Labels

  In this article Get the Estimated Shipping Rate Create a Shipping Label in YoPrint Add Manual Tracking More Information This article explains how you can get estimated shipping rates from UPS and

• Whitelisting An Email In Outlook

  In this article, we will walk you through whitelisting an email in Outlook. Log in to Outlook and click on the settings icon. Click "Junk Email." Click "+Add" and type out the email that you would

• Setting Up Your Account

  In this article Part 1: Company Details Part 2: Company Locations Part 3: Invite Members Part 4: Payment Terms Part 5: Payments Part 6: Quickbooks Part 1: Company Details Let's start by adding your

• How to Set Artwork Approval Terms

  You can enable/disable and edit the artwork approval terms and conditions your customer sees under Configuration > Settings > General > Customer Portal. Select the edit button next to Show Artwork

• Whitelisting An Email In Gmail

  In this article, we will walk you through whitelisting an email in Gmail. Log in to your Gmail account. Click the Settings icon and click " See all settings." Click "Filters and Blocked Addresses".

• Send Messages Through a Sales Order or Quote

  YoPrint lets you send messages to your customers directly from a Sales Order or Quote. This is useful for sharing updates, attachments, or clarifications without leaving the app. Steps to send a

• Manage Customer Message Statuses in YoPrint

  In this article Enabling Customer Message Status Message Status Message Filters Customizing Message Statuses YoPrint allows you to assign a status to a customer's message so you can handle the

• How to Request Artwork Approval from Your Customer

  YoPrint makes it easy to share mockup artwork and request customer approval directly from your Sales Order or Quote. In this article, we’ll walk you through requesting, approving, and resending

• Configure PayPal Payments

  Enable online payment collection in YoPrint using your PayPal Business account. In this article, we’ll go through linking your PayPal account to YoPrint. This requires a two-way connection: creating

• What is YoPrint?

  YoPrint is your all-in-one solution to make running a print shop easier. It's one robust system that handles everything from customer quotes to finishing orders. Instead of using many different tools

• Customizing Payment Method

  In this article Creating a New Payment Method Editing and Removing a Payment Method Using the New Payment Method YoPrint allows you to manually record payments outside of your Payment Processor

• Customizing and Using Purchase Order Statuses

  In this article Customizing Purchase Order Statuses Assigning a Status to Purchase Order YoPrint allows you to customize purchase order statuses, so you'll know each order's progress. In this

• Configuring Authorize.net Integration

  In this article Getting Your Login ID, Transaction Key, and Signature Key Getting Your Public Client Key Connecting Authorize.net in YoPrint Authorize.net Virtual Terminal Issue Refunds To connect

• Creating a Sales Order

  In this article Step 1: Navigating to Sales Order Page Step 2: Select Customer Step 3: Add Job Information Step 4: Add Garments / Products Optional Step: Check Vendor Stock & Prices Step 5: Create

• Manage Customer Address

  In this article Adding a Billing Address Adding a Shipping Address Set a Primary Address Walk-In Customers / Customer Pick Up YoPrint makes it simple to manage your customers' billing and shipping

• Add and Manage Customer Records

  You can add new customers to YoPrint manually or by importing them in bulk using a CSV file. This article walks you through how to create, edit, and remove customer records at the account level. To

• Manage Customer Contacts in YoPrint

  In this article Adding and Editing Contact Setting Primary and Removing Contact You can add customer contact information and assign them as the primary contact. This allows faster communication

• Assign and Update a Customer Contact in Sales Orders

  In this article Assign Contact In A New Sales Order Reassign A Contact YoPrint makes it easy to assign a customer contact to Sales Orders and Quotes. This is useful when you are working with a large

• Change a Customer in a Quote or Sales Order

  In YoPrint, you can’t directly replace a customer in an existing Quote or Sales Order. This restriction prevents data inconsistencies, such as errors with customer credit. If you need to assign the

• Manage Customer Brand Profiles

  YoPrint Customer Brand Profile is designed to ease contract printing and drop shipping workflow. With our Customer Brand Profile, you can generate shipping labels, as well as packing slips with your

• Edit Tax in an Existing Order

  In YoPrint, you may need to update or adjust the tax in an order due to customer exemptions, incorrect tax settings, or changes in billing details. Follow the steps below to edit tax in an existing

• How to Create and Use a Message Template

  In a Sales Order, you can easily communicate with your customers through the Message button. This article shows you how to create and customize a message template, then use it for sending messages to

• Assign Team Members to a Customer

  You can assign one or more team members to a customer in YoPrint to designate ownership, ensure accountability, and improve customer satisfaction. Steps 1. In YoPrint, navigate to Sales > Customers.

• Add Customer-Supplied Products

  YoPrint lets you add customer-provided garments or substrates to your sales orders and quotes. To add customer-provided products, simply click on + Provided. Then, add in the product name and

• Remove Duplicate Customers

  In this article How to Archive Customers How to Delete Customers We currently do not support merging duplicate customers. Merging customers will be added to YoPrint in a future update. In the

• How to Export Customers

  You can export a CSV of all your customers and their data in the Download Center. Select “All Customers” from the Reports dropdown, and click on Export. The report might take some time to generate if

• How Refunds Work in YoPrint

  In this article How to Refund Customers in YoPrint ‘Removing’ a Refund in YoPrint Refunding from the Payment Portal Direct refunds are supported for Paypal, Stripe, Square, and Authorize.net. How to

• QuickBooks Online Sync Error: 6240 – Duplicate Name Exists

  If you encounter the error “6240 - Duplicate Name Exists” in your QuickBooks Online (QBO) sync log, it typically means YoPrint is unable to sync a customer or vendor due to a naming conflict. Why

• Types of Message Templates

  In this article System-Generated Message Template User-Generated Message Template Creating a Message Template Using the Message Templates Throughout a Sales Order, there are two types of messages

• Troubleshooting Quickbooks Integration Issues, and More Tips

  In this article Checking the Quickbooks Log Duplicate Invoice ID Duplicate Name Exists (Customer Mapping) Export Customers from Quickbooks to YoPrint Disconnect Quickbooks-YoPrint Integration

• Key Differences Between Quotes and Sales Orders

  Learn when to use a Quote versus a Sales Order, and how each one fits into your workflow. When to use a quote Quotes are typically used for new or custom orders that require customer approval. At

• Conde Product Catalog Pricing Setup

  Conde Catalog Pricing consists of two parts Vendor's price - The price that Conde charges you when you place an order with them. Customer's price - The price you charge your customer in sales order

• Create a Quote

  In this article Create a New Quote Add a Customer Add Jobs from Scratch Add Jobs using Presets Add Products and Edit Pricing Check Vendor Stock Add Shipments and Tax More Useful Resources Create a

• Convert Sales Orders and Quotes

  YoPrint allows you to convert quotes to sales orders and sales orders to quotes instantly. This feature provides flexibility in managing customer approvals, order confirmations, and workflow

• 🎥 Sales Order Overview

  This video walks you through a sales order once it has been created. In this video, we will touch on the following topics. Changing Sales Order, Job, Shipment, and Task status Viewing the customer

• Adding Company Locations & Warehouses

  In this article, we will cover everything about warehouses. Upon subscribing to YoPrint, you will get one warehouse by default. Adding more warehouses is a paid upgrade for the Pro Plan which you can

• Manage Payment Terms

  Discover how you can manage Payment Terms and use them as presets to save time on data entry. Add a payment term Select the Settings option in the Configuration tab to get to the system settings.

• Message Feature Overview

  YoPrint’s built-in messaging feature makes it easy to communicate with customers and vendors without leaving the platform. You can send updates, share files, and keep everything related to your

• Production Control

  In this article What is Production Control? What Can You Do In Timeline View? Settings and Date Range Production Control Production Control or Timeline View allows you to see all the related jobs and

• Reuse a Job Order by Cloning

  In this article Step 1: Navigate to the Sales Order/Quote page Step 2: Reusing a Job Order by Cloning Step 3: Editing a Cloned Job You may find yourself with regular customers who place an order for