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Introduction
Quick Start
Document Numbering
Changing the Document Number Sequence
Changing the Document Number Format
Email
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 Tax/ VAT Summary to an Invoice
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?
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
Deleting an item
Entering Units
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
Showing the SalesPerson on the Invoices List
Colour-coding invoices
Making Payments
Discounts
SubTotal Items on Invoice Lines
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
One-Off Item
Deleting an item
Deleting a quote
Printing a quote
Previewing a quote
Emailing a quote
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
Tax/ VAT Summary on an Invoice
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
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
Custom Fields
Backups
Creating a backup
Restoring a backup
Automatic Backups
Changing the AutoBackup folder
Data Import/ Export
Exported Customer Details File Format
Exported Product & Discounts Details File Format

invoicing software and quoting software

Introduction

Top  Next

 

Welcome to SliQ Invoicing & Quoting!

 

SliQ provides an easy and efficient way of raising invoices and tracking payments from customers.

 

Read the Quick Start section to learn how to raise a new invoice in a few seconds

 

Major Change History

 

SliQ Invoicing Plus versus SliQ Invoicing Lite

This help file covers SliQ Invoicing Lite and SliQ Invoicing Plus. Differences between versions of SliQ Invoicing are highlighted in the text.

 

Quick Access to Major Sections in This File

 

This table provides quick access to help on major items within SliQ Invoicing.

 

Item

Help Link

Backups

Creating a Backup

Restoring a Backup

Automatic Backups

Backing up Custom Templates

Companies

Creating a Company

Opening a Company

Saving a Copy of a Company

Credit Notes

Raising a credit note.

Adding your company logo

Customer Details

Storing Customer Details

Exporting Customer Details

Importing Customer Details

Customer Statements

Customer Statements

Viewing a Customer Statement

Data Exchange

Exported Customer Details File Format

Importing Customer Details

Exporting Customer Details

Exported Product Details File Format

Importing Products & Discounts

Exporting Products & Discounts

Delivery Notes

Printing a Delivery Note

Saving a PDF of a Delivery Note

Discounts

Specifying a Discount

Setting a Discount on a group of items

Setting an overall discount for an invoice

Emailing

Troubleshooting Email Problems

Methods of Sending Emails

Editing Email Templates

Exporting to Excel

Exporting Reports to Excel

Exporting Customer Details to CSV/ Excel

Invoices

Raising invoices

Listing invoices - showing unpaid invoices

Recording customer payments against invoices

Raising a new copy of an old invoice

Adding your company logo

Showing a PAID watermark on a fully paid invoice

Product Invoices

Service Invoices

Recurring Invoices

Using SubTotals to group items

Setting a Discount on a group of items

Setting an overall discount for an invoice

Invoice Template Designer

Template Editor

Renaming a Template

Copying a Template

Deleting a Template

Payment Terms

Choosing payment terms

Product Details

Storing Product Details

Purchase Orders

Raising a Purchase Order

Editing a Purchase Order

Quotes

Writing a quote

Raising a new copy of an old quote

Converting a quote into an invoice

Adding your company logo

Service Quotes

Product Quotes

Reports

Generating Reports, e.g. how much are you owed?

Suppliers

Suppliers

Setup

Choosing a Template/ Style

Business Details Options

Preview & Logo Options

Payment Terms Options

VAT Rates & Tax (non UK/ EU) Options

Currency Options

Standard Customer Messages

Managing standard customer messages for quick use when raising invoices and quotes

Password Protection

Setting a password on a company file.

 

 

See Also

 

· Quotes
· Setup
· Backups