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
Whats new in this version
Instant Invoice n CashBook 2007 is a major upgrade from our popular products InstantInvoice 3 and InstantCashBook 3. Below is a list of new features added to the product :
NEW FEATURES FROM VERSION 3 (General)
- Supports new Microsoft Vista operating system. (Support for older Windows 98 operating system has been dropped)
- InstantInvoice and InstantCashbook have now been merged to one single product. Both products are now fully integrated and share the same customer and receipt database.
- Option to create database in personal or shared user folder.
- When creating new databases, country drop downlist includes many more countries with default tax predefined for these countries.
NEW FEATURES FROM VERSION 3 (Instant Invoice)
- Able to email invoices and quotes with email cover messages in HTML or Rich Text. Hence email cover messages can also contain hyperlinks.
- Invoice can quotation letterheads can now be formatted with Rich Text instead of only plain text. You can select fonts, color, apply bold, italic etc.
- Able to insert Paypal payment links in emailed invoice enabling you to collect customer payments securely over the internet.
- create and manage recurring invoices or subcription billing.
- Customer Payments for Invoices now able to apply payments to multiple invoices in one form
- When used with CashBook, customer payments entered in Invoice also updates receipts in CashBook
- Able to prepare quotations and invoices with pricing that are tax inclusive.
- New customer payment report by Transaction mode.
- Able to email invoices and quotes without the need to preview them first. Email button has been added to the main listing.
- Greatly improved PDF exports with up to 90% reduced files sizes for faster emailing and downloading.
- Now keeps a delivery log indicating when the invoice was printed or emailed out.
- Description field in Product list now holds up to 230 characters where previously was only 50 characters
- Comments field in invoices and quotes can now accomodate multi-line text rather than single line text.
NEW FEATURES FROM VERSION 3 (Instant CashBook)
- Now has support for muti-user enviroments.
- Lets you specify all report criteria before processing any reports
- Linked to InstantInvoice module sharing the same customer database and letterhead design for vouchers.
- When used with the invoice module, receipts entered can be applied to your own invoice thus automatically updating the outstanding invoice list in the invoice list.