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Introduction
Quick Start
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
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?
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
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
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
Importing Customer Details
Customer Statement Types and the Statement Wizard
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
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 Quantity and Each Columns
Configuring a Logo
Showing a PAID watermark
Setting up Page Numbers
Address Options
Showing Tax Rate Column
Include Tax in Last Column
Payment Terms
VAT/ Tax Rates
Managing Standard Customer Messages
Confirming Automatic/ Recurring Invoices
Editing Email Templates
Configuring Email Options
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

Customer Name, Contact Name & Alphabetic Ordering

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Using the customer name and contact name fields for a customer will allow you to easily find customers in the alphabetical list on the Customers & Statements tab as well as print readable names when invoicing customers.

 

customercontactname

 

If you invoice individuals as opposed to companies it is recommended you enter the customer name in an alphabetic-friendly manner.

 

For example, if you enter customer name as:

 

Mr John Evans

Mr Fred Garrett

Mrs Jane Wills

 

Then all of the customers will be listed under M in the list shown on the Customers & Statements tab.

 

However, if you set the customer names as follows:

 

Evans, John Mr

Garrett, Fred Mr

Wills, Jane Mrs

 

Then they will be listed in a more sensible alphabetic order.

 

Note: By default, SliQ lists the customer name as the first line of the address when printing or emailing invoices, quotes etc. If you entered customer name such as Evans, John Mr, then you should use the contact name instead as the first line of the address field. See Address Field Options for information on how to change the address format.

 

See Also