Setting up Turbo for Batch Printing Custom Invocie Templates

Trainer: Dave Joyce
Platform: Turbo Inventory (Cloud)
Feature Focus: Report Designer – Sales Invoice Templates

? Purpose

This guide explains how to convert your custom Sales Invoice templates to work seamlessly with Turbo Inventory’s new batch printing feature.

Previously, printing multiple invoices opened separate tabs for each document. Now, Turbo can merge multiple invoices into a single PDF, improving efficiency and simplifying bulk printing.

✅ Why Update Your Templates?

Without updating your custom templates:

• All invoices print in one combined block without page breaks

• Headers and footers won’t repeat correctly per invoice

• Invoices may appear cluttered when merged into a single PDF

Updating your template ensures:

• Each invoice prints on its own page

• Headers, footers, and totals display correctly

• The document looks professional for clients

?️ Step-by-Step Guide

1. Open Your Invoice Template

• Navigate to Settings & Tools → Report Designer

• Click Open

• Select your invoice template (e.g. SL_Invoice_Standard)

  • Note: If you use custom templates, repeat these steps for each version.

2. Add a Group Footer Band

• Click the Detail Band

• Insert a Group Footer Band

  • Expand its height slightly for content placement

Move Report Footer Content

• Select all items in the Report Footer

• Cut (✂️)

• Click into the Group Footer Band and paste

• Align elements neatly within the band

3. Configure Group Footer Properties

• Set the following options:

  • Print At Bottom = Enabled

  • Keep Together = Enabled

  • Page Break After Band = Enabled

This ensures each invoice starts on a new page in the merged PDF.

4. Move Report Header to Group Header

• Open the Group Header Band

• Expand its height

• Go to the Page Header or Report Header

• Select all header elements

• Cut (✂️)

• Paste into the Group Header Band

• Adjust layout for proper spacing

5. Clean Up Extra Headers

• Delete the Page Header Band (no longer needed)

• Shrink the Report Header Band to minimum height

6. Assign Grouping by Sales Invoice Number

• Click on the Group Header Band

• Find the Group Fields section

• Click Add (+)

• Enter:SalesInvoiceNumber

This tells Turbo to print a separate section for each invoice in the batch.

7. Save and Test

• Click Save

• Go back to your Sales Invoices

• Select multiple invoices and choose Print Selected

• Verify:

  • Each invoice prints on a separate page

  • Headers and footers appear correctly

  • The PDF combines all invoices into one document

? Notes

• Always test your changes on a few invoices before rolling out to production use.

✅ Benefits of Batch Printing

• Simplifies printing workflows

• Reduces browser pop-ups and multiple tabs

• Provides clients with a single, consolidated PDF for multiple invoices

• Ensures consistent professional layout across all documents