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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

Editing an invoice

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Invoice details are edited on the Full Invoice View form.

 

The form is automatically opened when a new invoice is created. The details for an existing invoice can be edited either by double-clicking the invoice in the Invoices & Payments tab or selecting the invoice and pressing the Open button.

 

fullinvoiceview

 

The form contains a number of fields for editing.

 

Field

Description

Number

This is the invoice number.

 

SliQ automatically chooses a new invoice number when creating a new invoice but the number can be edited if necessary.

Terms

These are the payment terms for the invoice.

 

When a customer is selected on the invoice, the terms are set to those stored in the customer record. The terms for the invoice can be changed to a different value if desired.

Date

When an invoice is created, this field is set to the current date but the date can be changed if desired.

Our Quote

If the invoice was created from a quote, this field will contain the original quote number. The field value can be edited. If the field is blank, it will not be included on the printed invoice.

Choose Customer

This field allows a new customer name to be entered or the name of an existing customer to be selected from a dropdown list.

 

See Selecting a customer for more information.

Order Number

This field can be used to enter the customer's order number, e.g. purchase order number, if available. If the field is blank it will not be included on the printed invoice.

Invoice Address

This is the address to which the invoice is to be posted.

Delivery Address

This is the address to which the items on the invoice were delivered. If this field is blank OR the Use Delivery Address field is unchecked, the address will not be included on the printed invoice.

Customer Message

This tab allows a message for the customer to be entered. If the message is not blank, it will be printed on the invoice.

 

SliQ allows you to save customer messages into a standard customer messages list. The standard messages are then available for easy selection when creating new invoices and quotes.

Items

These are the invoice items.

 

See Inserting a new item and Deleting an item for more information.

Notes

The contents of this field are NOT printed on the invoice.

 

The field allows notes to be entered for the invoice, e.g. recording conversations with the customer about payment. The notes can be viewed on the Invoices & Payments tab when the invoice is selected.

 

See Also