New Version 1.1 Installer  invocatorinstall.exe  1.5mb

INVOICE DETAIL

Each time you click 'add' a line is added to the invoice detail and you will also see the invoice totals updated at the bottom right.  It is this section that will be used to create the final invoice.  A line added in error can be deleted by selecting the line then right-clicking on it before confirming the invoice.

PAST INVOICES

Previous invoices can be viewed and re-printed from the menu.  You can also filter the list to a particular customer if the invoices were created using the customer list.  If you right-click an invoice after selecting it, you can set its status to CANCELLED.  If you do this you should also print out a new copy of the invoice for your physical records (it will say cancelled on the invoice).

WIPE ALL AND RESTART

Be very careful when you use this function.  It should only be used after you have been initially practicing and now want to start LIVE invoices.  It will destroy all saved invoices and also clear the customer and product lists.  It does not reset the invoice number last used, you may need to edit this number in the settings if you prefer to start with your own choice of number.

CHANGING THE SETTINGS

Clicking the 'settings' button in the top right opens a dialog where you can set up all the basics ready for going 'live'.  The company name, address, phone etc are the details that print in the heading of your invoices so you will want to enter this information as early as possible.

Next Invoice Number should be set once just at the point you go 'live'.  It is common practice to NOT start at '1' but at a high number such as '10001'.

Default Tex Percent is the percentage that will be applied by default each time you create a new invoice.  Once set you do not need to change it unless the tax rate officially changes.

Default Invoice Type - set this to whichever type most or all of your invoices will be.  You can still change invoice types 'on the fly' but it does help to not have to change them every time.

Invoice Footnote - this is text that can print right at the bottom of every invoice.  If you do not need any text, simply empty this field.  An example has been included showing a statement of currency, but this text can be other data too, such as Company Registration Number, Tax Registration Number etc, up to a max of 100 characters.

Currency - the currency symbol that automatically shows on the invoices is the one in the system settings of your computer.  If, for example, you currency is UK POUNDS but the invoices print in US DOLLARS, your computer is set up wrongly and you will need to change the settings in your computer's Control Panel under Regional settings.

Logo - If you have a Company logo you can load the file to replace the sample picture.  If you do not have a logo yet you can create temporary one by using any good quality picture you can find.  It is actually advisable to use a fairly 'faint' image because it not only saves on printer ink but the Company Name actually can 'overlay' the image to a degree and might become unreadable. 

The image file you load must be in bitmap format ("filename".bmp).

MORE FACILITIES

If you need extra functionality, such as customer contacting notes, quotes, orders, sales reports, try out our advanced program "NAMESAKE".