Order Entry Invoices
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When an order is saved in Order Entry, an invoice prints to your printer. FTD Mercury provides several configurable invoices (forms) to use when creating orders. The forms fall into the following main categories:
- Billing Invoices
- Working Invoices (also called worksheets)
- Cards
Order Entry invoices can be customized in Mercury Administration. You may want to change the layout of the invoice so that you can print invoices on your store’s special letterhead paper, or so that the invoice fits in a special window envelope. You may also want to omit certain information.
- You can change the guarantee message that prints at the bottom of the invoice from the Store Settings screen in Mercury Administration.
- You can change the position of the addresses on the invoice from the Form Alignment screen in Mercury Administration.
- You can change the items that are included on the forms from the Form Format screen in Mercury Administration.
Billing Invoices
There are two billing invoices available in FTD Mercury: Billing Invoice (Letter) and Billing Invoice (Legal). They are essentially the same form, with the main differences being paper size and Billing Invoice (Legal) includes a quad-fold card. Generally, you will print on the letter-sized billing invoice if you are printing trifold cards (and therefore do not need quad-fold cards from the invoice).
TIP: For shops that used FTD Mercury prior to 8.0, the Billing Invoice (Legal) was the standard billing invoice.
The invoice contains a receipt, delivery slip for the delivery driver, and a card for the recipient. Most florists choose to print Order Entry invoices on invoice paper, which is perforated so that the card and delivery slip can be separated from the receipt portion of the invoice. When you complete or an order, the invoice prints with the words PICKUP, CARRY OUT, or WIRE OUT in large letters to indicate the order type (if other than local delivery). If you cancel an order, the word CANCELED is printed on the invoice. If you file an invoice, the word FILED is printed on the invoice. Invoices for all order types include the time the order was entered.
NOTE: When you select Sympathy as the occasion code in Order Entry or Point of Sale, legal-sized invoices print the funeral acknowledgment address (the sender’s address) instead of the care instructions.
Working Invoices (Worksheets)
There are two working invoices (worksheets) available in FTD Mercury: Working Invoice (Letter) and Working Invoice (Legal). They are essentially the same form, with the main differences being paper size and the Working Invoice (Legal) includes a quad-fold card. Generally, worksheets are used in the design portion of your shop. They contain all the pertinent information you need, including a product-by-product breakdown of the items in the order, second choice preferences, and order notes. For each item in the order that is not a fee (relay, delivery, etc.), the item appears on a separate line with a large check box that your designer can check when the item has been completed. If a recipe is available for the item, it is also displayed below the item name.
NOTE: When you select Sympathy as the occasion code in Order Entry or Point of Sale, legal-sized invoices print the funeral acknowledgment address (the sender’s address) instead of the care instructions.
Cards
FTD Mercury provides one form that prints only a card, the TriFold Card form. However, the legal version of the billing invoice also includes a card. Typically, you will use the trifold card along with a letter version of the billing invoice.
The TriFold Card form in FTD Mercury allows you to print on a 4×9½-inch trifold card. The card itself consists of three sections. The upper section (3×4 inches) is for the card message. The middle section (3¼×4 inches) is for care instructions. The bottom section (3¼×4 inches) is for the recipient name and address.
IMPORTANT: Trifold cards require a printer capable of handling the smaller paper size. For more information, contact FTD Technology Sales at 1-800-767-3222 or email TechSales@FTDi.com.
By default, FTD Mercury leaves a ¼ inch border on all sides of the card message section so you can use imprinted cards for you shop. Additionally, FTD Mercury leaves a ½ inch border at the bottom of the recipient section so you can use cards with your store logo (if desired).
NOTE When you select Sympathy as the Occasion Code in Order Entry or Point of Sale, legal-sized invoices print the acknowledgment address (the sender’s address) instead of the care instructions. Clearing this option does not prevent the acknowledgment address from printing.
You can configure the information printed on the TriFold Card form in the Form Formats screen of Mercury Administration. By default, all information will print for the TriFold Card form except for Borders. If you do not print borders, you can easily use imprinted paper for your trifold cards.
IMPORTANT: Guarantees, available on cards for the Billing Invoice (Legal) and Working Invoice (Legal), are not available for the TriFold Card form.
Pool Tickets
If you purchase a license for pool tickets, FTD will customize a form for your delivery pool based on your specifications. Like other forms, the number of pool tickets printed per sale type is configured in the Default Form Printing screen in Mercury Administration. You configure the printers with pool tickets in the Printer Form Settings window (see Printer Form Settings Window on page 2–11 for details).
Contact Mercury Technology Sales at 1-800-767-3222 or email TechSales@FTDi.com for information on purchasing a license and creating a custom pool ticket.
