- Access the Order Schedule settings with the “TYSO Setup” Tab.
- You can also access the Setup screen by browsing to your installed packages, finding the TYSO Transaction Management package and clicking “Configure”.
Example Configurable Order Schedule Attributes:
- Name of the Order Schedule
- Terms for Subscription and Non-Recurring Payment Frequency
- Special Terms
- Logo
- Table Header Color
- Font Color
- Table Shading
- Footer Display
- Signature Block Display
- eSign Codes for Docusign & Adobe Sign
- Page Orientation
- Product Special Terms
- Product Groups
- Product Columns when displaying Quote Lines
- Prepared For & Bill To Text
- Special Terms Header Text
- Bundle Section Header Text
- Custom Terms field
- Custom Total field
- Address Display
- Display/Hide of Group Totals
- Hide/Display different Content Sections of the order schedule
Click on the "Order Schedule Tab"
| NOTE: We highly recommend you read the article on available terms and language options here. |
The following image displays the general key for managing different aspects of the Order Schedule.
- Terms are displayed in the first section. It also drives certain "Special" terms on the second page.
- Groups segregate products by grouping setup on each individual product.
- Language is displayed for New vs Existing business. It can also dynamically generate and output related field values.
- A template is the whole Order Schedule PDF which encapsulates Terms, Groups and Language.
See these related Articles for more info:
- Manage Terms
- Manage Groups
- Manage Language
- Manage Templates
- Terms Library
- Product Terms
- Manage Template Content