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