Search results for customer portal

79 articles found

  • 🎥 Use the Global Search Feature

    The Global Search enables you to search across everything in the app including your Sales Order, Quote, Customer, Jobs, and Shipment. Let's say your customer Crimson Florist asked you about the

  • Managing Auto Invoices for Sales Orders

    In this article Creating an Auto Invoice Auto Invoice Edit Dialog What Changes Can I Make to the Line Items? Shipping Fee Vs Shipping Cost How Auto Invoice Updates When Line Items Change What Happens

  • Create Orders for Pickup

    In YoPrint, you can create pickup orders by setting the shipment method to Pick Up. This allows customers to collect their orders directly from your chosen location. You can also combine pickup with

  • Set Up Tax Presets in YoPrint

    Learn to add and configure custom tax presets for your organization. Collecting sales tax from customers can be challenging, especially when shipping to different states, each with its own tax rules.

  • YoPrint's Draft System Explained

    In this article Creating a New Quote/Sales Order Draft Editing an Existing Quote/Sales Order What’s Not Saved Pricing Groups YoPrint allows you to create drafts of quotes and sales orders before you

  • Task Preset

    In this article Create A Task Preset Edit and Remove a Task Preset Create and Arrange Status Labels Sales Order Tasks Tasks are the workhorse of YoPrint. A task is a single step in the order

  • Mockup vs Production Files

    Mockup File A mockup file can be used to request artwork approval from your customer. Additionally, it can be displayed as the soft-proof in the Sales Order's and Job's PDF. Supported file formats

  • Connect Twilio to EnableText Messaging (SMS)

    In this article Step 1: Setup Twilio Account Step 2: Login to Twilio Step 3: Buy a Phone Number Step 4: Add your Credentials to YoPrint Step 5: Setup Webhook How to send Text Messages? Checking your

  • Configure SanMar Integration in YoPrint

    In this article Enabling/Disabling SanMar Catalog Adding SanMar Credentials Using SanMar Catalog in Orders YoPrint SanMar Catalog is provided out of the box so that your business can get up and

  • Use Internal Comments in Sales Orders and Quotes

    In this article Comment via Web Interface Comment via Email In a Sales Order/Quote, internal comments are not visible to customers. It is mainly used to keep your team members up-to-date with changes

  • How to troubleshoot CSV Import Errors

    YoPrint CSV Importing consists of 2 steps processes: Validating all the data in the CSV file. Perform the actual process of importing the data into your account. In step 1, YoPrint will not proceed

  • Automatic Sales Tax

    In this article Automatic Sales Tax Set As Default Using Automatic Sales Tax In qualifying plans, you can let YoPrint handle the sales tax calculations automatically for you. Right now, our system

  • Adding Shipping Integration

    In this article Adding UPS Integration Adding FedEx Integration Adding Shipping Methods Next, let's add shipping integration. YoPrint currently supports UPS and FedEx. Head over to Configuration >

  • Change Invoice IDs

    In YoPrint, the Invoice ID appears at the top-right corner of the Invoice PDF. You may need to update an Invoice ID for internal tracking, consistency, or customer requirements. There are two ways to

  • Subcontracting Orders to Vendors

    In this article Step 1: Creating the Purchase Order Step 2: Sending the Purchase Order to the Vendor Step 3: Tracking Progress of the Subcontracted Order Have you ever subcontracted an order to a

  • Send Messages Through a Purchase Order

    You can send messages directly to your vendors through a Purchase Order in YoPrint. This guide walks you through the process of sending, viewing, and managing these messages. Send a message 1. Go to

  • Apply Setup Fees to Orders

    YoPrint gives you flexibility in how you apply setup fees, depending on whether you want them visible as separate charges or included in the unit price. Option 1: Add as a separate line item If you

  • 🎥 Managing Filters

    In this article Create and Test a Filter Create a Rush Filter Edit or Remove a Filter Filters are a great way to streamline and organize your team production in the workflow. We have enabled our

  • How to Edit Sales Orders

    In this article How to Edit a Sales Order What You Can Edit In A Sales Order Publish or Delete Drafts What You Can Change Without Editing A Sales Order If you need to make changes to a live sales

  • Set Up SMS Message Templates

    You can send SMS messages directly through YoPrint using templates. This feature allows you to send pre-written messages to customers or vendors directly from your Sales Orders, Quotes, or Purchase

  • Message Delivery Status

    YoPrint tracks the delivery status of every email sent. If an email fails, you can check its status and resolve the issue. Delivery status types Sending – The email is being sent. Delivery failed –

  • Configure Pricing Matrix in YoPrint

    In YoPrint, embellishments or decorations are referred to as services. Each service includes a pricing matrix and designated application locations. Learn how to add and set up a pricing matrix inside

  • Set Up Your Company Details and Locations in YoPrint

    Learn how to set up your company's information and locations in YoPrint with this step-by-step guide. Update details, add a logo, and customize brand colors to align your business profile with your

  • Zapier: Job Status Changes To Send Out Emails

    In this article, we will walk you through creating a Zap that sends out emails when the Job Status changes. Log in to Zapier, and on the Zapier home page, click "+Create Zap." This will redirect you

  • Set up Pricing Groups: Configure Product and Service Markups

    YoPrint lets you configure pricing groups to apply markups and discounts consistently across catalog products, custom products, customer-supplied goods, and services. This helps ensure your pricing

  • Navigate the Main Dashboard in YoPrint

    The YoPrint dashboard serves as your central hub for navigating key areas of the platform. From sales and production tracking to inventory, reports, and account settings, the dashboard provides quick

  • Customize Email Sending Domain

    On qualified plans, you can use your domain name for the email sending domain. This feature greatly improves email deliverability to your customers' inbox as well reduces the likelihood of the email

  • Configure Stripe Payments

    To start collecting payments via Stripe, you’ll need to connect your Stripe account to YoPrint using your API credentials. Get your API keys from Stripe 1. Log in to your Stripe Dashboard. 2.

  • Delete Orders and “Reset” Order Numbers

    If you need to clean up your YoPrint account, you can manually remove test or unwanted orders and reset the order numbering sequence. While there isn’t a “reset button” to wipe all data at once,