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Introduction
Quick Start
Companies
Adding a Company
Selecting a Company
Deleting a Company
Invoices & Payments
Raising an invoice
Raising a copy of an invoice
Saving an Invoice in PDF form
Editing an invoice
Selecting a customer
Product or Service Invoice?
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 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
Making Payments
Discounts
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
Customers & Statements
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
Importing Customer Details
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
Reporting
Unpaid Invoices
Overdue Invoices
Sales by Customer
Sales by Invoice
Printing reports
Previewing reports
Emailing reports
Saving a Report as a PDF
Exporting Reports to Excel
Invoice Payment Terms
Standard Customer Messages
Selecting a Standard Message
Adding a Standard Message
Deleting a Standard Message
Editing a Standard Message
Setup
Business Details, Currency & Tax Name
Template Setup
Choosing a Template
Showing Remittance Slips
Showing Quantity and Each Columns
Configuring a Logo
Showing a PAID watermark
Setting up Page Numbers
Payment Terms
VAT/ Tax Rates
Managing Standard Customer Messages
Confirming Automatic/ Recurring Invoices
Backups
Creating a backup
Restoring a backup
Automatic Backups
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

 

 

 

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

 

See Also

 

· Setup