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Introduction
Quick Start
Document Numbering
Changing the Document Number Sequence
Changing the Document Number Format
Email
Companies
Adding a Company
Opening a Company
Saving a Copy of a Company
Template Editor
Editing a global template selection
Editing a specific template for an invoice
Editing a specific template for a customer
Change the font of a single item on a template
Change the font used in a template
Add new bitmaps or logos to a template
Insert fixed text/ a label onto a template
Add Fields to a Template
Edit the text of a label on a template
Change the position of an item on a template
Resize columns in a table
Add an item code column to an invoice template
Add a purchase order column to a statement
Change column headings in a table
Setting Conditions on Items
Display an Item depending on a field value
Display an Item depending on whether an invoice is paid
Offset the position of an item
Showing a REMINDER Label on a Template
Add SalesPerson to a Template
Adding a Tax/ VAT Summary to an Invoice
Template Management
Renaming a Template
Copying a Template
Deleting a Template
Backing Up Custom Templates
Invoices & Payments
Raising an invoice
Creating a quote based on an invoice
Raising a copy of an invoice
Saving an Invoice in PDF form
Editing an invoice
Selecting a customer
Product or Service Invoice?
Entering a Subtotal Item
Inserting a new item
Select an Existing Product
Select an Existing Discount
Enter a new Product Name
Enter a new Discount Name
One-Off Item
Add a summary line to an invoice
Deleting an item
Entering Units
Deleting an invoice
Listing invoices
Adding your logo to invoices
Printing an invoice
Printing all unprinted invoices
Previewing an invoice
Emailing an invoice
Recording a Customer Payment against an invoice
Deleting a payment
Raising a credit note
Recurring Invoices
Making an Invoice Recur
Confirm Automatic Invoices Dialog
Voiding an Invoice
Check Recurring Invoices
Showing the SalesPerson on the Invoices List
Colour-coding invoices
Making Payments
Discounts
SubTotal Items on Invoice Lines
Delivery Notes
Printing a Delivery Note
Saving a PDF of a Delivery Note
Quotes
Creating a quote
Raising a copy of a quote
Creating an invoice from a quote
Saving a Quote in PDF form
Editing a quote
Selecting a customer
Product or Service Quote?
Inserting a new item
Select an Existing Product
Select an Existing Discount
Enter a new Product Name
Enter a new Discount Name
One-Off Item
Deleting an item
Deleting a quote
Printing a quote
Previewing a quote
Emailing a quote
Showing the SalesPerson on the Quotes List
Opening the invoice raised from a quote
Purchase Orders
Creating a Purchase Order
Raising a copy of a purchase order
Saving a Purchase Order in PDF form
Editing a purchase order
Selecting a supplier
Inserting a new item
Select an Existing Product
Select an Existing Discount
Enter a new Product Name
Enter a new Discount Name
One-Off Item
Deleting an item
Deleting a purchase order
Printing a purchase order
Previewing a purchase order
Emailing a purchase order
Customers & Statements
Customer Name, Contact Name & Alphabetic Ordering
Adding a customer
Editing a customer record
Deleting a customer record
Viewing a Statement
Printing a Statement
Previewing a statement
Emailing a statement
Recording a Customer Payment against an invoice
Saving a Statement as a PDF
Exporting Customer Details to XML
Importing Customer Details
Customer Statement Types and the Statement Wizard
Exporting Customer Details to CSV/ Excel
Suppliers
Product & Discount Records
Adding a product
Adding a discount
Editing a product or discount record
Deleting a product or discount record
Exporting Product & Discount Details
Importing Product & Discount Details
Exporting Products & Discounts to Excel
Reporting
Printing reports
Previewing reports
Emailing reports
Saving a Report as a PDF
Exporting Reports to Excel
Attachments
Tax/ VAT Summary on an Invoice
Invoice Payment Terms
Standard Customer Messages
Selecting a Standard Message
Adding a Standard Message
Deleting a Standard Message
Editing a Standard Message
Options
Show Sales Person on Invoices List
Show Sales Person on Quotes List
Configure Date Formats
Recurring Invoice Options
Colour Code Items on the Invoices List
Configure the Auto Backup Folder
Decimal Place Configuration
Setup
Business Details, Currency & Tax Name
Template Setup
Choosing a Template
Showing Quantity and Each Columns
Showing Units Column
Configuring a Logo
Showing a PAID watermark
Setting up Page Numbers
Address Options
Showing Tax Rate Column
Include Tax in Last Column
Adjusting gaps between items on a template
Payment Terms
VAT/ Tax Rates
Managing Standard Customer Messages
Confirming Automatic/ Recurring Invoices
Editing Email Templates
Configuring Email Options
Editing String Lists
Password Protecting a Company File
Custom Fields
Backups
Creating a backup
Restoring a backup
Automatic Backups
Changing the AutoBackup folder
Data Import/ Export
Exported Customer Details File Format
Exported Product & Discounts Details File Format

invoicing software and quoting software

Business Details, Currency & Tax Name

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Choose the Business Details tab on the Setup page to edit items such as:-

 

· Change the default VAT/Tax name displayed on invoice and quotes
· Choose to use VAT/ Tax Inclusive Prices

 

 

 

Enter your Business Details and VAT/ Tax Registration Number

 

The following picture shows the Business Details tab. You business name and details together with your VAT or Tax Registration number are entered in the Your Details panel.

 

businessdetails

 

The Business Details tab also allows up to two lines of standard text to be entered for display at the bottom of your invoices and quotes. The text might include your BACS number or something like "Make cheques payable to XXX".

 

Note: A preview of how your standard text and business details will look on your invoices, quotes etc. can be seen on the Template Setup page.

 

 

Choose or Specify a Currency

 

The Business Details tab allows you to choose a currency symbol to be displayed on your invoices, quotes, reports etc.

 

In the Choose Currency panel, select either £, $ or € or, for a different currency, select Other and enter a single character into the textbox, e.g. R for the South African Rand.

 

choosecurrency

 

 

Change VAT/ TAX Name

 

By default, SliQ displays a VAT (Value Added Tax) column and figures on invoices and quotes IF you have entered a VAT/ Tax number into your business details. The name VAT is appropriate for use in the UK and some EU countries. If you want to change the name to something more appopriate for your country, edit the Tax Name field on the Business Details tab.

 

changetaxname

 

 

Choose VAT/ Tax Inclusive Prices

 

By default, SliQ lets you enter VAT/ Tax-exclusive prices.

 

This means that, for example, when you edit an item on an invoice, SliQ adds VAT/ tax to the total invoice item amount.

 

However, on the Setup/ Business Details tab you can choose to enter VAT/ Tax inclusive prices. SliQ will then deduct VAT/ tax from the amounts you enter when editing invoices.

 

Note: Whether you select tax inclusive or exclusive prices on this tab, you can always change the option while editing an individual invoice, quote or credit note.

 

 

changetaxname

 

See Also

 

· Setup