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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

Invoices & Payments

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The Invoices & Payments tab gives access to functions for working with invoices and credit notes.

 

The following picture shows the Invoice & Payments tab.

 

The tab shows a list of the invoices and credit notes raised with SliQ.

 

The buttons at the top of the tab provide functions to raise new invoices, print or email the selected invoice, record payments and so on.

 

invoicepaymentstab

 

At the bottom are 2 tabs. The tabs display:-

 

1. A Summary tab. This displays customer details and ageing information, i.e. when payment is due and how much is outstanding, for the selected invoice or credit note. The tab also displays the details of payments made against the selected invoice/ credit note.

 

invoicesummary

 

2. Any notes you wish to make on the invoice.

 

The notes are not included on the invoice or credit notes sent to customers.

 

invoicenotes

 

See Also

 

· Raising an invoice
· Raising a copy of an invoice
· Saving an Invoice in PDF form
· Editing an invoice
· Deleting an invoice
· Printing an invoice
· Previewing an invoice
· Emailing an invoice
· Recording a Payment for an invoice
· Raising a credit note