Using Simple Invoices

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The basics

  • Now that Simple Invoices has been installed and setup will all the required information, you can start to do some invoices :)
  • Open Simple Invoices in your browser (http://localhost/simpleinvoices)
  • To create an invoice, in the main page click on the style of invoice you wish to create, Invoice - Total or Invoice - Itemised
    • A Total Invoice is an invoice that - think an invoice from a plumber that lists the actions and then has one price and the tax assocaited
    • An Itemised Invoice is an invoice that list many different items in the same invoice - think a grocery store invoice
    • A Consulting Invoice is an invoice that is similar to the intemised style except that with each line item there is a detail description of the work performed/product sold - think accounting/legal firms invoices
  • Once in the create invoice screen, select a biller, select a customer.
  • If creating a Total Invoice, enter the description of the invoice, the total of the invoice, the tax rate, and the invoice preference and click Submit Invoice
  • If creating an Itemised Invoice, enter the quantity of the items, select the product, the tax rate, and the invoice preference and click Submit Invoice
  • Your invoice will now be created and you'll be presented with a Quick View of the invoice.
  • A Quick View is a view of the invoice while your still in Simple Invoice, it allows you to see the invoice and perform actions on it. ie. Print View the invoice, email the invoice, PDF the invoice, etc..
  • Now that your in the Quick View of the invoice you just created you can choose from the list of action what you want to do with it
  • If you select the Print View of the invoice it bring up a view of the invoice on a clear white background - suitable for printing
  • Once you created and printed the invoice you can go back to the Manage Invoices screen to view/action of invoices or create more
  • Enjoy :)

Biller Logos

  • Simple Invoices allows for each biller to have their own logo displayed in the Print Preview of their invoices.
  • To add a logo to a biller the first step is to upload your billers logo into the logo folder into Simple Invoices directory on your system
  • Once the logo has been uploaded the last step is to go into the Manage Billers page and edit the biller in question and in the field 'Biller logo' select the name of the logo your just uploaded and select save
  • Now when you to a Print Preview of any of that billers invoices their logo will be displayed

Invoice Templates

  • An Invoice Template is the template that Simple Invoices will use to create the Print Preview of the invoice
  • To choose which Invoice Template your Simple Invoices will use go to the Options menu and select System Defaults
  • In the System Default page to tell which Invoice Template your system is using look at the 'Default invoice template:' field and that will be the default thats currently used
  • If you wish to change what Invoice Template is the default for your Simple Invoices click the edit button next to 'Default invoice template:' and from the drop down menu select another template to use and click save
  • Now when you do a Print Preview of an invoice it will use this new Invoice Template

System Defaults

  • In Simple Invoices its possible to setup defaults of various values that the system will use by default, these default values can be defined in the System Defaults page which is available from the Option menu
  • In the System Defaults page the following values can be set as default:
    • Default biller - this defines when creating a new invoice what the default(already selected from the drop down list) biller
    • Default customer - this defines when creating a new invoice what the default(already selected from the drop down list) customer
    • Default tax rate - this defines when creating a new invoice what the default(already selected from the drop down list) tax rate
    • Default invoice preferences - this defines when creating a new invoice what the default(already selected from the drop down list) invoice preference
    • Default number of line items - this defines the default number of line items in an itemised and consulting invoice
    • Default invoice template - this defines the default invoice template that gets used to create the Print Preview

Export to Excel/Word/OpenDocument format

  • Simple Invoices allows to the export of an invoice from the Quick View to Excel, Word and the Open Document formats
  • The default export formats are set to .xls(Excel) for spreadsheets and .doc(Word) for word processors
  • These defaults can be changed in the config/config.php to be the Open Document formats, .ods for spreadsheets and .odt dor word processors
  • Note: in the config/config.php any file format can be used as long as their associated programs can read a html document



Links: Frequently Asked Questions | help

 
 | wiki/using_simple_invoices.txt · Last modified: 2013/06/14 04:59 (external edit)