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
Quotation/ Invoice Form
Enter or modify the contents of your Quotation or Invoice here.
Enter new customer name and address particulars directly into this form as shown
Do not pull down the list for new customers. After you have entered the new customer name & address, save the customer to your customer list by clicking on the Save Button 
when it appears. Once you have saved a customer, you can access it again for future invoices or quotes by clicking on the pull down button as shown :
when it appears. Once you have saved a customer, you can access it again for future invoices or quotes by clicking on the pull down button as shown : 
If you have enabled the Serial Number column, at times you may not want Instant Invoice 2007 to automatically insert serial numbers for you. You can disable it by un-checking the 
box.
box.If you have enabled the "Maintain Product List" option, you can enable or disable the Quotation/ Invoice body Product ID and Description column as a pick list. At times you may simply want to key in items directly to your product ID and Description columns, in this case you simply un-check the 
. On the other hand if you want to pick items from your standard Product List, check the "Pick From Product List" option. The ProductID and Description columns now have a drop down arrow for you to pick from.
. On the other hand if you want to pick items from your standard Product List, check the "Pick From Product List" option. The ProductID and Description columns now have a drop down arrow for you to pick from. After keying in the first item, to add additional items, hit the [down-arrow] button of your keyboard or click the 
button. This will create a new blank row.
button. This will create a new blank row.You can save items entered in your invoice/ /quotations body to your product list. Clicking on the 
button will save all items in the invoice/ quotation body to your product list enabling you to simply pick it from a pull down list later. Clicking on the 
button will just save the currently selected item. When saving (All or single item) to the product list, Instant Invoice 2007 first checks to see if you already have such an item. If you don't already have that item, it is added as a new item. If the item already exist, instant invoice will simply update the description, unit of measure and selling price.
button will save all items in the invoice/ quotation body to your product list enabling you to simply pick it from a pull down list later. Clicking on the button will just save the currently selected item. When saving (All or single item) to the product list, Instant Invoice 2007 first checks to see if you already have such an item. If you don't already have that item, it is added as a new item. If the item already exist, instant invoice will simply update the description, unit of measure and selling price.You can enter comments if necessary using the comment field at the document footer. You can save all comments for use in future documents. Simply click the Save button when it appears. For subsequent documents, these comments will appear in the comments pull down list.
when it appears. For subsequent documents, these comments will appear in the comments pull down list.You can enter any shipping or delivery charges in the "Shipping & Handling" field. Use this field only if the charges are not subject to Tax as Instant Invoice 2007 will not compute any tax on this field. If you are required to charge Tax for these charges, you must enter it in the document body. If you do not want this field to display on your final print, simply leave its amount box blank.
If you received a deposit, or the customer has already paid you either in full or partial, you can enter the payment right away by pulling down the "Amount Paid" field as shown below.
Instant Invoice will then ask you if you want to enter a payment. Click Yes and enter the payment details.
Once you have finished entering details for your quotation or invoice, click the Preview buttons 
to view the output before you print it out.
to view the output before you print it out.To print the document, click the Print button 
.
.You can copy the contents of another document to the current document simply by clicking the Copy Button 
.
.See also : About Recurring Invoice Templates