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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

Product & Discount Records

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The Products & Discounts tab gives access to functions for storing standard product and discount details. The details are available for easy selection when editing an invoice or quote

 

The following picture shows the Products & Discounts tab. The tab shows a list of the product records followed by a list of discounts.

 

The buttons at the top of the tab allow you to create and delete product and discount records and to undo any edits made to the currently selected item.

 

The panel at the bottom of the tab shows the details for the selected item and allows the details to be edited. You can also enter notes about the product. The notes will not be included on any invoices or quotes.

 

productstab

 

Note: Any changes made to the details on the Products & Discounts tab are automatically saved.

 

NO CHANGES made to the details will affect any existing invoice or quote.

 

See Also

 

· Add a Product Record
· Add a Discount
· Editing a Product or Discount Record
· Deleting a Product or Discount Record
· Exporting Product & Discount Details
· Importing Product & Discount Details