SliQ Invoicing Software Help - Colour-coding invoices

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SliQ Invoicing Software Help

Introduction

Quick Start

Document Numbering

Changing the Document Number Sequence

Changing the Document Number Format

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 Payment Summary to an Invoice Template

Adding a Tax/ VAT Summary to an Invoice

Tax/ VAT Summary on an Invoice

Configuring Columns

Invoice Columns

Statement Columns

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?

Adding a Date to an invoice line item

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

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

Setting a Due Date instead of a payment term

Adding Shipping or Delivery Charges

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

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

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

Adding a Prefix to PDF Filenames

Show Unpaid Invoices by Default

Configure the Default Date Range for Invoices

Show Open POs By Default

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

Backups

Changing the AutoBackup folder

Data Import/ Export

Exported Customer Details File Format

Exported Product & Discounts Details File Format

Colour-coding invoices

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The colours of the Paid column on the Invoices & Payments tab can be changed via the Options dialog.

To change the colours:

1.	Press the Options button on the Invoices & Payments tab.

2.	On the Invoices & Payments tab in the Options dialog, select the colours you desire.