How do I print the components of an assembly build on a printed sales invoice?
By default,only the final product is printed on printed documents. However, there is an option to print the components on the sales invoice. To do so, take the following steps:
1) Navigate to Admin Panel → Print Form Setting.
2) Select and open the Custom Sales Invoice (Product) template or if you do not have a custom template created yet, you may create a copy from the default Sales invoice template.
3) On the Fields tab, check the box labeled "Explode Assembly BOM".
Check out the video below for a visual representation of how an invoice appears to your customers when you include an Assembly Item.
Related Articles
Assembly FAQ
1.) I read somewhere that you have assemblies. What is an assembly? CustomBooks™ has Assembly or Bill of Materials (BOM) functionality commonly used in the manufacturing industry, among others. The Bill of Materials in CustomBooks™ allows you to ...
Customizing Print Forms Templates
Overview Print Form Templates in CustomBooks™ are pre‑designed layouts used to generate standardized printed documents such as invoices, receipts, sales orders, quotes, and other business forms. These templates ensure key information is presented in ...
Sales Returns
A Sales Return document records the return of goods or services previously sold to a customer. It reduces the quantity of shipped items and updates the accounts receivable or inventory balance, ensuring accurate financial and inventory records. A ...
Invoice Reminders (Extension)
Overview The Invoice Reminders extension allows you to configure automatic reminders to customers for whom you have have invoiced. The extension includes a number of pre-written email templates that are customizable and allows for the creation of new ...
Admin Panel: Print Form Settings
Overview The Print Form Templates and Settings in the Admin Panel allows you to manage and customize the layouts used for printing your business documents (e.g., sales invoices, purchase orders, customer statements, etc.). With print form ...