Instant Invoice n Cashbook 2007 4.5.11 Online Manual
Create invoices quotes with cashbook
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Introduction
- The Basics
- Getting Started
- Operation
- Forms & Dialogs
Main Screen- Customer List
- Product List
- Pay Invoice Form
- Payment History
- Send Email
- SMTP Settings
- Quotation/ Invoice Form
- Database Upgrade Wizard
- Document Layout & Options
- New DB Wizard
- Recurring Invoices
- Administration
- Technical Support
- Buying
Quick 3 Minute Tour
In the main screen of Instant Invoice 2007, position your mouse cursor over any button and hold it there for a few seconds to view a hint of what each button does. The bottom left corner of the screen will also give useful hints and tips about Instant Invoice 2007.
At the top right hand corner is the current date 
. Instant Invoice 2007 uses this date as the default date when creating new Invoices/ quotations or performing searches. Hence you can edit this date before you start creating new documents if you need to create back dated invoices for example.
. Instant Invoice 2007 uses this date as the default date when creating new Invoices/ quotations or performing searches. Hence you can edit this date before you start creating new documents if you need to create back dated invoices for example. Note that you can also amend both the date format and the currency symbol to suit your local region if necessary.
Click on the Invoice Button 
to view any invoice listings you may already have, add new invoices, edit or delete existing invoices.
to view any invoice listings you may already have, add new invoices, edit or delete existing invoices. Click on the Quatation Button 
to view quotation listings, add new quotations, edit or delete existing quotations.
to view quotation listings, add new quotations, edit or delete existing quotations.Click the New Button 
to create a blank New Quotation or Invoice. If you are currently viewing Invoices then clicking this button will create a blank new Invoice. If you are viewing Quotations, then clicking this button will create a blank new quotation.
to create a blank New Quotation or Invoice. If you are currently viewing Invoices then clicking this button will create a blank new Invoice. If you are viewing Quotations, then clicking this button will create a blank new quotation.At times you may want to create a New Invoice or Quotation from an existing Invoice or Quotation. For example if your customer has confirmed your quotation, you may want to create an Invoice from that quotation. In this case, select the relevant quotation first. Next pull down the New button's pull down menu and select New Invoice From selected Document.
View of the New Button's Pull Down Menu
You can click on the Find Button 
to access a variety of search options to locate your Invoices or quotations. Note that the Find button has search options for the Current Day, Current Week, Current Month and Current Year. Instant Invoice 2007s 3 does not use your system date as the current date. Instead, Instant Invoice uses the date entered in the Current Date box at the top right corner as the current date . Hence you can change the current date as a quick way to perform searches on other periods.
to access a variety of search options to locate your Invoices or quotations. Note that the Find button has search options for the Current Day, Current Week, Current Month and Current Year. Instant Invoice 2007s 3 does not use your system date as the current date. Instead, Instant Invoice uses the date entered in the Current Date box at the top right corner as the current date . Hence you can change the current date as a quick way to perform searches on other periods.Double clicking on any Invoice or Quote in the main listing will bring up the Invoice or Quotation form for editing.
When customers pay you against your Invoices, you can enter these payments by clicking the Payment Button 
. This is necessary if you want Instant Invoice 2007 to help you keep track of who has paid you, who hasn't and who paid partially.
. This is necessary if you want Instant Invoice 2007 to help you keep track of who has paid you, who hasn't and who paid partially. For addional document layout settings or option, use the menu option : Tools | Options.
After you enter your invoices, quotes and other data, you can view reports and charts by clicking the menu option Reports | ?? (The report you want). In the report preview, you can print, email or save or export the report.
You can access this tour again anytime by clicking the menu option Help | 3 Minute Tour.