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This screen is where you create your invoices. With the option of using upto 3 different sale rates and a live profit meter, you can quickly and easily see how much profit you are making while creating your invoice.
The Sales Rates come into its own if you have both regular or trade customers and retail customers. For examle, if a new customer purchases a item from you and it might cost them £19.99, but for a regular or trade customer that price will automatically change to £16.99. This facility is setup in the customers account details on a per customer basis. You can also change the Sale Band on the fly as you create or edit quotes or invoices.
If any of your customers use credit then Simply Invoice will automatically print a 'Payment Due Date' on the invoice adding 30 days to the invoice date. This option does not appear if you are not a credit customer. This is setup on a per customer basis in contact details.
Simply Invoice will automatically show a flashing visual warning in red if an account customer with credit goes over their credit limit.
You can put customers on stop in the contact screen if you have any issues with them, for example none payment of an invoice. By doing so when ever you try to create a new quote or invoice Simply Invoice will visually display the customers details in red and a flashing visual warning will appear.
If you choose an item from the item list and it is not in inventory/stock then Simply Invoice will display thay line in the invoice as red. This visually lets you know that the item is out of inventory/stock.
Simply invoice has got a built in inventory/stock system which can be set up on a per item basis. When an invoice is saved it will deduct the quantity from inventory/stock but only if you have that particular item controlled. You can go back into a saved invoice and change the quantities accordingly. Simply Invoice will either add to or deduct the quantity from inventory/stock. This works in conjunction with the inventory/stock screen.
By pressing the F2 key, you can either show or hide the invoice cost/profit information.
You can mix and match Taxable and none Taxable items on the same invoice, Simply Invoice will sort it all out for you. For example you might sell a mobile phone +TAX and a cookery book on the same Invoice. Books in the UK don't carry any TAX charges.
You can email any invoice to your customers. The email will be sent via your default email program. No cutting or pasting is required to send the information.
Using the serial number box in this screen means that you can track any item sold to your customers in the RMA screen. This come in hany if your customer brings back any damaged items.
There is lots more to this screen but you have the basics on this page. You can download the trial version or Simply Invoice and try it out for your self.
Invoice Software and Instant Quote Software, Network Enabled, Inventory Stock Control, Contact Management, Barcode Scanner Enabled, Barcode Tracking,
If only all invoicing software was this simple to use