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Add customer

  • In the main page click on the Insert Customer button
  • Once in the Insert Customer screen fill in the required fields and click the Insert Customer button
  • Now when you create an Invoice you will be able to select this customer

Add product

  • A product can be any item that you wish to appear in the Itemised Invoice. It can be anything you wish to sell and invoice - physical item ie. light bulbs or services such as an accounting service charge per hour/PC repairs/etc…
  • Note that products are only available when you create an Itemised Invoice
  • In the main page click on the Insert Product button
  • Once in the Insert Product screen fill in the required fileds and click the Insert Product button
  • Now when you create an Itemised Invoice you will be able to select this product

Check and adjust the tax rate

  • In some countries ie, Australia, England, New Zealand there are taxes on sales, normally called sales tax, GST( goods and services tax), or VAT (value added tax). Simple Invoices has the ability to allow the user to setup and define tax rates.
  • To view the default tax rates select Manage Tax Rates from the Option menu.
  • This will now display all the available tax rates in Simple Invoices
  • To edit an existing tax rate select the edit button next to the tax rate and in the edit screen update it with the new information and click the Sav Tax Rate button
  • To add a new tax rate select from the Option menu Insert New Tax Rate
  • Fill in the required fields and click the Insert Tax Rate button
  • The new tax rate will now be available when creating a new invoice

Check and adjust the invoice preferences

  • The Invoice Preferences is where you can set the various preference of your invoices.
  • The preferences available are:
    • Description:
      • This is the name of the set of preferneces
    • Currency sign:
      • This is the curreny symbol that will be used
    • Invoice heading:
      • This is the heading of the invoice
    • Invoice wording:
      • This is the invoice wording - ie if you enter Quote - in the Manage Invoices screen it'll say Quote in the invoice type field and through that invoice it'll say quote instead of invoice ie. Quote ID, Quote Date, etc..
    • Invoice detail heading:
      • This is what will appear as the heading of the footer/details section of the invoice
    • Invoice detail line:
      • This is the text that appear under the details/footer heading. Normally used to define payment termns etc.
    • Invoice payment method:
      • This is the where you specify how you would like the customer to pay you, ie Cheque/money order/electronic funds transfer/etc.
    • Invoice payment line1 name:
      • This is where you can specify the payment line 1 name ie. Account name
    • Invoice payment line1 value:
      • This is where you can specify the payment line 1 value ie. The name of your bank account
    • Invoice payment line2 name:
      • This is where you can specify the payment line 2 name ie. Account number
    • Invoice payment line2 value:
      • This is where you can specify the payment line 2 value ie. The name of your bank account



Links: Frequently Asked Questions | help

 
 | wiki/first_use.txt · Last modified: 2016/10/11 06:15 (external edit)