How to set up the default invoice format in Vatrix POS & ERP

One-line answer: The default invoice format decides
whether every invoice prints as an A4 page, an A5 page or a thermal
receipt (Customized). Set it once in Settings and all editions
(Restaurant, Retail, Retail 2nd Edition, Salon, Laundry, Weigh Scale and
ERP) will use it for POS Invoice and Sales Invoice printing.

Before you start

• Log in as admin (default user admin).
• Your printer must already be installed in Windows and selected in
  Admin → Print Settings.
• Decide the format: A4 for full-page invoices with logo and bank
  details, A5 for half-page, Customized for 80 mm / 58 mm thermal
  receipts.

Steps

1. Open Admin → Settings. The SETTINGS screen opens on
   the General1 tab.
2. Click the POS Settings tab. You see the POS options
   such as POS Inv Form Option, POS Print
   and Invoice Print Option.
3. Under Invoice Print Option choose A4
   Print, A5 Print or
   Customized.
4. Click Apply. A confirmation message appears.
5. Open Admin → Print Settings and check
   Format and POS Inv Print Option match
   your choice. Here you can also set Header Height,
   Footer Height, Footer Note,
   Stamp and Signature for A4 and A5.
   
6. Click Apply on the Print Settings screen.
7. Restart Vatrix so the new format loads on the invoice screen.

Check it worked

Make a test invoice in Transaction → POS Invoice and
click PRINT PREVIEW. The preview should open in the
format you selected.

Common problems

• Invoice still prints as a receipt → Settings were
  changed but Vatrix was not restarted. Close and open the software
  again.
• A4 prints without logo or address → Upload the logo
  in Admin → Company Info and tick Company Name
  in header in Print Settings.
• Wrong printer used → Set the correct printer in
  Admin → Print Settings and click Apply.

Video

FAQ

Can I use A4 for Sales Invoice and thermal for POS
Invoice? Yes. Sales Invoice (ERP) uses the A4/A5 layout while
POS Invoice follows the POS Inv Print Option in Print Settings.

Does the format change old invoices? No. Old
invoices are reprinted in the new format only when you open and print
them again.

Can each location have its own format? Yes. In
Master → Location Master there is an Invoice
Print Format option per location.

Need help?

WhatsApp +971 50 428 2953 · sales@vatrixerp.com · 9:30 am–9:30 pm