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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
Previewing an invoice
Emailing an invoice
Recording a Customer Payment against an invoice
Deleting a payment
Raising a credit note
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
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

Enter a new Product Name

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To enter the name of a new product, type its name into the Item field. Then press the TAB key to move into the Description field.

 

In the example below, the name of a new product "Gate Posts" has been entered into the Item field.

 

newproductoninvoice

 

 

When the TAB key is pressed, SliQ will recognise that a new product name has been entered and will ask if you want to define the product.

 

newproductquery

 

Press the Yes button.

 

SliQ will then ask for the product details to be entered.

 

newproductdetails

 

Enter the required details, e.g.

 

newproductdetailsentered

 

Press OK to save the details. The details will then be displayed for the invoice item.

 

addedinvoiceitem

 

Edit the item details as required, e.g. change the Quantity field.

 

Note:

 

None of the changes you make, e.g. to the Description will be saved into the product record. The changes will only be saved for the quote.

 

To make changes to the product details, see Product Records.

 

See Also