• 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



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.

  1. Terms are displayed in the first section. It also drives certain "Special" terms on the second page.
  2. Groups segregate products by grouping setup on each individual product.
  3. Language is displayed for New vs Existing business. It can also dynamically generate and output related field values.
  4. A template is the whole Order Schedule PDF which encapsulates Terms, Groups and Language.






See these related Articles for more info: