Common questions

Why can't I print the PDF documents directly, instead of downloading?

We don't currently support directly printing PDFs like the Quote, Job, WO, and others from the browser. In shopVOX, you have to generate and save a PDF before you can actually print a Sales Order or…

Bryant
Updated 1 year ago by Bryant

How can I print invoices to mail to my customers?

Using the Mail PDF format in shopVOX to send postal mail invoices to your customers

Bryant
Updated 1 year ago by Bryant

I can't use my email address? shopVOX says email has already been taken.

Get an error that says Email has already been taken when trying to create a new user or update an existing user? You cannot use the same email address for multiple users because it's the unique ident…

Bryant
Updated 1 year ago by Bryant

How do I re-activate the disabled user?

A deactivated user is not lost forever. It's simple to recover their profile and re-activate them again. Go to Account Settings >> Users. Click on the Enabled button on left side of the screen. Now y…

Lila Carsten
Updated 1 year ago by Lila Carsten

How can I send a quote and a proof together in one email to my customer?

It is not currently possible to send a Quote and Proof for review in a single email because our Quote Review and Proof Review are two separate funcitons. Why is the system designed this way?. Sign sh…

Michael Riley
Updated 1 year ago by Michael Riley

Where do jobs "fit" in the order process in ShopVOX?

Find out more about the order process within the ShopVOX system. In a nutshell this is how we built ShopVOX to fit the "typical" quote to invoice process. When you "create job" from a Sales order- it…

Michael Riley
Updated 1 year ago by Michael Riley

What is the Admin checkbox for when creating a new user?

When you create a new user or edit an existing user, you'll see a checkbox labeled Admin. When you check this box, it gives the user Admin privileges. This gives the user top level permissions to eve…

Bryant
Updated 1 year ago by Bryant

How to Set Up and Use the Inventory Feature

Typically, this feature is used by our customers that have pre-made products that are stocked for quick turn around. Many high volume Apparel customers will have an inventory that they would like to…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

How can I change the workflow template for a job?

Unfortunately, you cannot change the workflow template of a job once it's been created. 😢But we do plan to add this functionality in future versions of shopVOX. Obviously, that doesn't help you at th…

Bryant
Updated 1 year ago by Bryant

How Can I Upload an Image of a Product on a Job Line Item?

In order to upload an image of a product on a job line item, you would first need to add an image to the Product in your Products catalog. Here are the steps on how to add an image to a product: Imag…

Haylee Benton
Updated 2 years ago by Haylee Benton

Customers- Credit Limits, Stop Supply & Disable

Definitions for credit limit, stop supply & disable/delete customers. Credit Limit: Is a limit you will allow a customer before requiring a deposit or payment. Stop Supply: You also have an option to…

Arun Kanagala
Updated 1 year ago by Arun Kanagala

What Does "Group" Mean When Creating a New Customer?

What is a Group? "Group" is a way to group different customers together. You can find "Group" near the bottom of the customer form. If you have already created a customer group, you can choose it fro…

Lila Carsten
Updated 1 year ago by Lila Carsten

New to Quickbooks While Using ShopVOX

If you are new to Quickbooks, but have been using shopVOX for a while, and want to start syncing invoices, then this article should point you in the right direction. When you are ready to start synci…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

How to increase Database size ?

Need more GB space ! ShopVOX PRO comes with 25GB of database space. Our Job Board version comes with 10GB. For most people this is more than enough, but we do have an option to upgrade to more space.…

Arun Kanagala
Updated 1 year ago by Arun Kanagala

Hex Color file to match PMS color chart

Hexadecimal Colors - What are they? How can I use them in shopVOX? Designers and developers use HEX colors in web design. A HEX color is expressed as a six-digit combination of numbers and letters de…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

Can customers download uploaded proofs?

Yes, your customers can download the proofs you've uploaded by clicking the blue download icon on the right hand side of the proof page.

Arun Kanagala
Updated 1 year ago by Arun Kanagala

How do I update contact info?

The people you work with within a Company are call Contacts in shopVOX. Sometimes you need to update their information...add a phone number...add an email address...change their Title. This is a shor…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

How can I raise a PRO-FORMA or DOWN-PAYMENT Invoice?

Pro-forma invoice, Down-payment invoice... different countries call them different names. In the UK, Australia & New Zealand many businesses need to send someone a "pre-invoice" once an order is plac…

Arun Kanagala
Updated 1 year ago by Arun Kanagala

What if I want a customized PDF to match one of my existing documents?

Some customers want to use their own layout for the PDF documents generated within shopVOX. For instance, you have a certain layout for your invoice and you want to retain that to keep your customer…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

How do I add new products?

There are two main ways to create a Product. The first would be to copy an existing one and make modifications to the copy. The benefit of this is, the details of the Product will be copied to save t…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

Can we chat internally with other users?

We do not currently support this feature in shopVOX Pro. We may add this functionality in the future though. In the meantime, give Slack a try. It's a team chat app that is powerful and extensible. W…

Bryant
Updated 2 years ago by Bryant

How to enable login only from static IP address

If you want your staff to login only from a certain static IP address then follow the steps below. STEP 1: Under your main company menu, navigate to Account Settings, then Security: STEP 2: When you…

Michael Riley
Updated 1 year ago by Michael Riley

How can I delete a job?

To delete a job, follow these steps: Step 1. Select the job you want to delete. Step 2. Click the trash icon that is on upper right of the job page.. Don't see the icon? Note: Only an "Admin" user is…

Haylee Benton
Updated 1 year ago by Haylee Benton

Who should be assigned the Customer Review step in online proofing?

Technically you can assign to anyone, but our suggestion is it should be set to either Project Manager (if you use them) or to the Sales Rep. The reason is the Project Manager/Sales Rep can review it…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

How to hide the thumbnail image in proof emails

Sometimes people reply to the proof emails sent from shopVOX, instead of using the online system. If you notice this from your customers, you may want to disable the proof thumbnail image in your out…

Bryant
Updated 1 year ago by Bryant

What does the number next to workflow steps mean?

The little numbers to the right of the workflow steps indicate how many times that step has been done. For example, if you have designed a job and marked the job for completed, there would be a 1 nex…

Bryant
Updated 1 year ago by Bryant

Bulk deleting customers

Oops!! I just imported all of my customer list and the email is in the address field?? What now?? Don't worry, you can bulk delete your whole list if you like and start fresh. This is also possible i…

Aaron Aldrich
Updated 11 months ago by Aaron Aldrich

Optimization tips for the Job board

In shopVOX , the jobs are very heavy data objects with lot of data from proofs, assets, notes, due dates, etc., so as the number of jobs increase to more than 50-75 this page can become slower. So to…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

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