With the advanced printing rules for pixi Invoices, you can use your own invoice designs with automatic, conditional selection, depending on the following factors:

• by shop or client

• by payment type

• by country of shipment

• by shipping vendor

• by location

• by order type (B2B / B2C)

The extended printing module is an optional extension of Invoice printing with pixi Invoices and can only be activated by pixi support.

Note: Printing Rules can only be edited by users that have the pixi Administrator role assigned and apply globally to all users and workstations, except for the actual printer assignment.

Examples:

• For all deliveries to France, you can set up the invoice to be completely in French.

• For customers collecting their orders themselves, a separate invoice layout (with opening times or information on upcoming warehouse sales and special promotions) can be stored.

• When using the payment method "Open Account" you can print special instructions regarding the payment conditions on the invoice.

• Invoices can be retrieved from a web server using Invoice Printing from URL and are printed via pixi Invoices. This, for example, is the case when printing invoices, delivery notes and return slips in connection with TB.One.

• When sending PDF invoice documents by email for specific shops only.

Create Printing Rules

1. Open Options in pixi Invoices > Tools.

2. Now select "Invoice Printing" > Button "Printing Rules...".

3. The "Invoice Printing Rules" window opens. Click on the button "New rule" to get to the window for editing the printing rules:
   
   
   

4. Configure the appropriate parameters for which the printing rule should be applied:

   1. Shop or client

   2. Customer payment type

   3. Country of customer's shipping address

   4. Shipping vendor

   5. Location

   6. Order type: B2B or B2C
      

5. Select the template type: for which part of the print are the parameters valid - e.g. Invoice main page, delivery note.

6. (Optionally) Select the template for printed invoices.

7. (Optionally) Select the template for PDF invoices.
   Attention: If no template is specified here, no PDF invoices will be created.

8. Now click on "Printer Settings" and select a printer.

9. Save the newly created rule.

If all parameters match those of the respective printing rule, the specified template will be printed on the selected printer. If only one parameter does not match, the printing rule is not applied and the template for the shop or the standard template is printed.

Hints:
- The name of the printer may be a max. of 30 characters. If the designation is longer, activation by pixi can't commence.
- It isn't necessary that you define all parameters. The undefined parameters do not influence the printing of the invoice.

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Edit Printing Rules

1. Open settings via pixi Invoices > Tools menu.

2. Now select "Invoice Printing"> Button "Printing Rules".

3. The "Invoice Printing Rules" window opens. Click the button "Edit rule" to get to the window for editing the printing rules.

4. Now define the printing rule as when creating print rules.

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Delete a Printing Rule

1. Open the settings in pixi Invoices > Tools.

2. Now select "Invoice Printing" > Button "Printing Rules".

3. The "Invoice Printing Rules" window opens. Click on the button "Delete rule".

4. Confirm the message window with "Yes".

Parameter Hierarchy

Using the parameter hierarchy you can define which printing rule pixi should use for an invoice in case several printing rules qualify for invoice printing. The following parameters can be prioritized:

• Location

• Shop

• Shipping Vendor

• Country

• Payment Type

• Order Type
  
  

Example:

An invoice shares different parameters with several printing rules:

In this example printing rule 2 is used since the Shop as well as the Country match with the ones from the invoice.
If printing rule 2 would not be present, printing rule 1 would have been used as Shop and Payment Type match and the Shop has higher priority over the matching Country from printing rule 3.

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