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SliQ Invoicing Software Help Prev Page Prev Page
Introduction
Quick Start
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
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?
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
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
Delivery Notes
Printing a Delivery Note
Saving a PDF of a Delivery 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
Showing the SalesPerson on the Quotes List
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
Importing Customer Details
Customer Statement Types and the Statement Wizard
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
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 Quantity and Each Columns
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
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

Quick Start

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For first-time users of SliQ, this section explains how to quickly create and print an invoice.

 

Follow the steps below to create, edit and print an invoice.

 

Step 1 - Select the Invoices & Payments tab

 

On the main toolbar, make sure the Invoices & Payments tab is selected as shown in the following picture, then press the New button.

 

invoicesandpaymentstab

 

A form will be display allowing the invoice details to be edited. The form should look something like the following.

 

fullinvoiceview

 

Step 2 - Enter the Customer name on the invoice form

 

Enter the name of the customer on the invoice form as shown below.

 

customernamefield

 

Press the TAB key to move out of the field.

 

A dialog will be displayed saying that the customer name is new and asking whether a new record should be created for the customer.

 

newcustomerconfirm

 

Press the Yes button.

 

 

Step 3 - Enter the Invoice Address

 

Enter the address of the customer on the invoice as shown below.

 

invoiceaddressentry

 

Step 4 - Add an item to the invoice

 

Now enter the description, quantity and price details for an invoice item.

 

For example the description could be "Hourly labour putting up a fence", the quantity could be 15 and the price could be £11.50.

 

To create a new, blank item into which the details can be entered, click in the Description column as shown below.

 

newinvoiceitem

 

When you have finished typing the description, press the TAB key and enter the Quantity, then press the TAB key and enter the price in the Each column. Press TAB again to leave the Each column and the item total will be displayed.

 

If the VAT column is displayed, you can select a VAT rate for the item.

 

The invoice form should now look something like ...

 

quickstartinvoice

 

 

Note: In the picture above, note that a blank invoice item is displayed below the item we entered. When OK is pressed, SliQ automatically deletes blank items that don't have a description, quantity or unit price.

 

 

Press Save Edits to save the invoice.

 

 

Step 5 - Print the invoice

 

 

The Invoices & Payments tab will now list the new invoice. Make sure the invoice is selected in the list as shown in the picture below and press the Print button to print the invoice.

 

selectedinvoice

 

Step 6 - Closing SliQ and saving data

 

Whenever SliQ is closed normally, all data is saved. SliQ can be closed by two methods:-

 

1. Open the SliQ menu by clicking on the SliQ start button and choose the Exit & Save option from the menu.

 

OR

 

2. Press the Exit & Save button displayed on the tab.

 

sliqclosearrow

 

See Also