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Online Manual of Instant Invoice n Cashbook 2007 4.5.11
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Features
 

Prepare, print and email business invoices and quotations.

Send invoices as pdf attachments without the need for any other software.

Insert Paypal buttons emails when sending invoices allowing you to receive on-line payments. (You need to open a business account with Paypal which is free)

Now fully integrated with Instant CashBook 2007 allowing you to keep a simple set of accounts and balance your bank accounts.

Prepare recurring invoices or subcription billing. Usefull it you need to automatically generate invoices at scheduled billing cycles.

Support payment of multiple invoices in a single form.

Create new Invoices from quotation contents and vice versa

Copy contents from one document to another.

Build customer list on the fly. Meaning that your customer list is built up as you create new invoices.

Build product list on the fly. Meaning that after you enter new items to your invoice or quotation, you can decide if you want to add it to your product list.

Able to insert and image logo or letterhead.

Can enable or disable Shipping address.

Caters to users who do not bill or collect tax, user who bill a single tax level and users who bill 2 tax levels (e.g Canada).

Can change the Invoice display name to e.g to "Tax Invoice", "Bill" etc.

Can change the Quotation display name to e.g "Quote", "Proposal", "Estimate" or any other appropriate name.

Users can customize the number of columns they need in the invoice/ quotation body.

Can key in items directly to the invoice/ quotation body or pick items from a product list.

Users can change all field labels to suit there needs

Track customer payments against invoices

Accept partial payments for invoices

Record in invoice deposits paid, retainers, or other partial payments and balance due.

View and print reports of invoice totals over a period including tax breakdown.

View and print reports of outstanding invoices

Generate customer statement of accounts for sending to customers

Generate 3 dimensional graphical bar chart by month or by year for invoice totals.

Able to preview or documents and reports on screen before printing.

Able to send all documents and reports as an email attachment in  (Adobe Acrobat) format. No additional export filters required.

 

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