Contents 

Introduction
Quick Start
Companies
Adding a Company
Opening a Company
Saving a Copy of a Company
Template Editor
Editing a global template selection
Editing a specific template for an invoice
Editing a specific template for a customer
Change the font of a single item on a template
Change the font used in a template
Add new bitmaps or logos to a template
Insert fixed text/ a label onto a template
Add Fields to a Template
Edit the text of a label on a template
Change the position of an item on a template
Resize columns in a table
Add an item code column to an invoice template
Add a purchase order column to a statement
Change column headings in a table
Setting Conditions on Items
Display an Item depending on a field value
Display an Item depending on whether an invoice is paid
Offset the position of an item
Showing a REMINDER Label on a Template
Add SalesPerson to a Template
Template Management
Renaming a Template
Copying a Template
Deleting a Template
Backing Up Custom Templates
Invoices & Payments
Raising an invoice
Creating a quote based on an invoice
Raising a copy of an invoice
Saving an Invoice in PDF form
Editing an invoice
Selecting a customer
Product or Service Invoice?
Inserting a new item
Select an Existing Product
Select an Existing Discount
Enter a new Product Name
Enter a new Discount Name
One-Off Item
Add a summary line to an invoice
Deleting an item
Deleting an invoice
Listing invoices
Adding your logo to invoices
Printing an invoice
Printing all unprinted invoices
Previewing an invoice
Emailing an invoice
Recording a Customer Payment against an invoice
Deleting a payment
Raising a credit note
Recurring Invoices
Making an Invoice Recur
Confirm Automatic Invoices Dialog
Voiding an Invoice
Check Recurring Invoices
Showing the SalesPerson on the Invoices List
Colour-coding invoices
Delivery Notes
Printing a Delivery Note
Saving a PDF of a Delivery Note
Making Payments
Discounts
Quotes
Creating a quote
Raising a copy of a quote
Creating an invoice from a quote
Saving a Quote in PDF form
Editing a quote
Selecting a customer
Product or Service Quote?
Inserting a new item
Select an Existing Product
Select an Existing Discount
Enter a new Product Name
Enter a new Discount Name
One-Off Item
Deleting an item
Deleting a quote
Printing a quote
Previewing a quote
Emailing a quote
Showing the SalesPerson on the Quotes List
Customers & Statements
Customer Name, Contact Name & Alphabetic Ordering
Adding a customer
Editing a customer record
Deleting a customer record
Viewing a Statement
Printing a Statement
Previewing a statement
Emailing a statement
Recording a Customer Payment against an invoice
Saving a Statement as a PDF
Exporting Customer Details
Importing Customer Details
Customer Statement Types and the Statement Wizard
Product & Discount Records
Adding a product
Adding a discount
Editing a product or discount record
Deleting a product or discount record
Exporting Product & Discount Details
Importing Product & Discount Details
Exporting Products & Discounts to Excel
Reporting
Printing reports
Previewing reports
Emailing reports
Saving a Report as a PDF
Exporting Reports to Excel
Invoice Payment Terms
Standard Customer Messages
Selecting a Standard Message
Adding a Standard Message
Deleting a Standard Message
Editing a Standard Message
Setup
Business Details, Currency & Tax Name
Template Setup
Choosing a Template
Showing Quantity and Each Columns
Configuring a Logo
Showing a PAID watermark
Setting up Page Numbers
Address Options
Showing Tax Rate Column
Include Tax in Last Column
Adjusting gaps between items on a template
Payment Terms
VAT/ Tax Rates
Managing Standard Customer Messages
Confirming Automatic/ Recurring Invoices
Editing Email Templates
Configuring Email Options
Editing String Lists
Backups
Creating a backup
Restoring a backup
Automatic Backups
Changing the AutoBackup folder
Data Import/ Export
Exported Customer Details File Format
Exported Product & Discounts Details File Format

SliQ Invoicing Online Help

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billing software

Creating a backup

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There are two ways of backing up your data in SliQ. These are:-

 

 

 

Backing up from the SliQ menu

 

Open the SliQ menu by clicking on the SliQ start button as shown in the following picture.

 

sliqstartbutton

 

Choose the Perform a backup menu option. For more help, see:

 

 

 

Backing up from the Setup tab

 

On the Setup tab, press the Save button as shown in the following picture.

 

savebutton

 

For more help, see:

 

 

 

Making a Backup

 

When a backup is requested, SliQ opens a dialog allowing you to choose the name and location in which to store the backup file. SliQ chooses a default backup filename based on the current date.

 

Choose a location and press the Save button. SliQ then saves a backup of all data.

 

A dialog is then displayed asking if you would like to delete old items held by SliQ.

 

Note: The old items (invoices, quotes, credit notes) will have been saved by SliQ in the backup file. The dialog is simply offering to delete old items from the data currently held in SliQ.

 

backupdeleterequest

 

If you do not want to perform housekeeping and delete old items, press No.

 

Otherwise, If you press Yes, SliQ displays the following dialog allowing you to choose how old items must be to be deleted.

 

backupdeleteage

 

Choose the age of items to delete and press OK to delete. If Cancel is pressed, no items will be deleted.

 

 

Note: If you have the multi-company version of SliQ you can also save a backup by pressing the Save button on the Companies tab.

 

 

See Also

 

· Backups