SliQ Invoicing Plus V4

The release notes for V4 of SliQ Invoicing. Note SliQTools are now selling V5 of SliQ Invoicing Plus.

Go to our downloads page to download SliQ Invoicing Plus V5.

Version 4.4.4  - September 2014

Change


Updated the defaults for the filters on payment columns on customised reports.
Version 4.4.3  - August 2014

Change


Increased the maximum number of pages per invoice to 50.

Improvements in the sorting of columns/ field in the reporting system.

A number of other corrections and minor improvements have been made.
Version 4.4.2  - May 2014

Change


Added new Sales by Quote Item and Sales by Order Item reports.

A number of other corrections and minor improvements have been made.
Version 4.4.1  - May 2014

Change


Now remembers the last term entered for a quote and will use the term when a new quote is created.

A number of other corrections and minor improvements have been made.
Version 4.4  - March 2014

Change


When creating a new recurring invoice, the recurring period is now set to the same value as the last recurring invoice created.

It is now possible to bulk delete products and discounts on the main Products & Discounts tab. Select up to 50 items at a time in the list then click the Delete button in the toolbar. SliQ will then display a dialog asking for confirmation before deleting the selected items. Deleting the items does not affect any invoices, quotes etc. except that any displayed item code will disappear if the associated product or discount is deleted.
 

A new export/ import facility has been added to allow attachment file paths to be exported to Excel/ CSV for editing before being reimported. This enables attachments linked from invoices, quotes, etc. to be moved to new folders and the links associated with invoices etc. to be adjusted to match the new location.

For more information, see:
Importing and Exporting Attachment Paths
Attachments

The password facility has been updated so that if a user does not have right to add or view invoices, the Customers & Statements tab hides invoices on statements. In addition, if the user does not have rights to access setup, access to the Options button is not possible in any of the toolbars.

A number of other corrections and minor improvements have been made.
Version 4.3.3  - March 2014

Change


Improvements in Customer Product Reports to exclude carriage charges with 0 cost.

Various other corrections and improvements have been made.
Version 4.3.2  - December 2013

Change


Improvements in refresh of product list after a product has been deleted.

Various other corrections and improvements have been made.
Version 4.3.1  - October 2013

Change


Improvements in export of reports to Excel.

Various other corrections and improvements have been made.
Version 4.3  - October 2013

Change


Add Carriage/ Delivery Charges at the Bottom of Invoices

Carriage charges can now be added at the bottom of invoices and quotes as part of the subtotal/ total section. Previously, carriage/ delivery had to be shown as a line item on invoices. It is still possible to add charges as line items but carriage/ delivery can now be entered on a new tab while editing an invoice. For more more information, see Adding Carriage/ Delivery Charges.


Sales by Invoice Item Report


A new Sales by Invoice Item report has been added. This allows the descriptions, prices, quantities etc. for line items on invoices to be shown in a report.

Converting from Invoice to Quote - use Default Quote Customer Message


When converting from an invoice to a quote, SliQ Plus now inserts the default quote customer message instead of preserving the invoice customer message.

Various other corrections and improvements have been made.
Version 4.2.1  - August 2013

Change


Add PayPal Buttons to Quote Templates

PayPal buttons can now be added to quote templates in addition to invoice templates. See: Adding PayPal Buttons to Invoices.

Orders by Month


A new Orders by Month report has been added. This report works for Purchase Orders in a similar way to the existing Sales by Month report.

Search on Custom Strings

When searching on the main lists, e.g. in the Invoices & Payments tab, the search will now include values in custom strings.

Extra Fields in Templates

New fields have been added to the template editor that allow the current date and time to be shown on emailed or printed invoices, quotes etc. The date/ time stamp values are set each time an invoice/ quote etc. is printed or emailed not at the time the document is created.

Debtor Summary Report now has a default Report Date filter

The Debtor Summary Report now has a default Report Date filter. To show this default filter on an existing report, select the Debtor Summary Report on the Reports tab and then press the Default button in the toolbar. The Report Date filters all invoices and payments to the date of the filter.

New Customers on Invoice get Default Payment Terms

If a new customer is created while editing an invoice (as opposed to being created on the main Customers & Statements tab) the customer now gets the default payment term selected on the main Payment Terms tab instead of a Payment on Receipt term.

Various other corrections and improvements have been made.
Version 4.2  - July 2013

Change


Add PayPal Buttons to Invoice Templates

PayPal buttons can now be added to invoice templates. When a PDF of an invoice is created, e.g. when the invoice is emailed to a customer, SliQ will add a link onto the button so that when the button is pressed, a PayPal payment page is loaded allowing the customer to pay the outstanding invoice amount using their PayPal account or a credit card. For more information see: Adding PayPal Buttons to Invoices.

Payments by Month


A new Payments by Month report has been added. This report works in a similar way to the Sales by Month report but reports on actual customer payments not on amounts invoiced.

Void and Paid Watermarks are Configurable

The void and paid invoice watermarks can now be configured. This allows non-English words to be used in place of Void and Paid.

Extra Fields in Email Templates

The Notes field can now be added to email templates.

Various other corrections and improvements have been made.
Version 4.1.1  - May 2013

Change


Improvements in generating PDFs of wide report types, e.g. reports containing many columns or wider columns such as the Payment Summary report.

Improvements on the import of product descriptions from Excel CSV files.

Version 4.1  - April 2013

Change


Reminders

Reminders can now be emailed to clients.

This can be done via the dropdown on the Email button or via the Manage Reminders button. Via the Manage Reminders button, a schedule can be set up for SliQ to email reminders for overdue invoices. A new reminder email template has also been added.

Receipts

In the Record Payment dialog launched by the Record Payments button on the Invoices & Payments tab, a new checkbox has been added that allows a receipt to be emailed when the dialog is closed after a payment has been recorded.

Purchase Orders

A new status of "Paid but not Received" has been added.

Reports

A new product purchases report has been added. This works like the existing Products Sales report but provides a report of products purchased using the SliQ PO system.

Various other corrections and improvements have been made.
Version 4.0.3  - March 2013

Change


Product Sales Reports

Added two columns - % of Sales and Average Sales value.

If you already have V4 installed and you show the Product Sales report, if these columns do not show, press the Default button in the toolbar to make the columns show.

Various other corrections and improvements have been made including changes in the template editor and credit note operation.
Version 4.0.2  - March 2013

Change


Credit Note Allocation

Corrections and improvements to allocating of credit notes to new invoices.

Recurring Invoices

Improvements in the process of raising recurring invoices when the user has turned off the requirement to confirm invoices before they are saved.


Various other corrections and improvements have been made.
Version 4.0.1  - Feb 2013

Change


Default Report Filters

Where relevant, all reports now get a default filter selection field showing at the top of the report. In most cases this is a date filter.


Product Reports

All product reports can now be filtered by date.

For specifying filters for reports, see: http://www.sliqtools.co.uk/onlinehelp/apply_filters_to_reports.htm

Invoice Reports

All reports which include invoice fields have now been extended so that they can contain fields related to the last payment against the invoice. If more than one payment is applied to the invoice, the report will only include details, e.g. payment method, of the last payment applied. Existing report fields such as balance and total of payments will still take account of all payments against the invoice.

For information on customising which columns appear on a report, see: http://www.sliqtools.co.uk/onlinehelp/add_remove_or_reorder_report_c.htm

Print and PDF in Portrait and Landscape Format

There are now options in the toolbar on the Reporting tab to allow the user to choose whether to print and pdf reports in portrait or landscape format. Separate settings are saved for each report.

Searching Through Invoice Items

There is now an extra option in the Options dialog under the Invoices & Payments settings which, when checked, allows searching through invoice items. By default, when a search string is typed into the search box on the Invoices & Payments tab, SliQ search through the main body of invoices as well as the customer data. With the new option checked, SliQ will also search through items on invoices too.

Various other corrections and improvements have been made.
Version 4.0  - Feb 2013

Change


Recurring Invoices

The recurring invoice facility has been overhauled and improved. Instead of marking invoices as recurring, it is now possible to create a recurring transaction that SliQ will then use to raise recurring invoices on the required schedule. This has a number of advantages:

• Recurring transactions can be raised in advance, e.g. you can create a transaction that will raise one invoice monthly for a period of 12 months but with the first invoice not being generated by SliQ for 3 months.

• The transaction details can be changed without altering the recurring schedule, e.g. if a VAT or tax rate change occurs the transaction can be altered appropriately without any of the existing invoices being altered.

Note that if you open a company file in V4, V4 will automatically create recurring transactions based on any recurring invoices defined in your existing data.

For more info, see: http://www.sliqtools.co.uk/onlinehelp/recurring_invoices.htm

Sales Receipts

Sales receipts can now be printed or emailed - both from the main Invoices & Payments list and from the invoice editing screen.

For more info, see: http://www.sliqtools.co.uk/onlinehelp/sales_receipts.htm

Invoice Payments


An invoice payment can now be recorded directly from the invoice editing screen.

Assign Payments to Multiple Invoices

When a customer payment is applied on via the Record button on the Customers & Payments tab, a new wizard has been added that allows the payment to be used against multiple invoices for a selected customer.

For more info, see: Assigning payments to multiple invoices

Customer Price Bands

Price Bands have now been implemented, e.g. it is now possible to define bands such as Trade, Retail, High, Low etc. and specify how these prices are calculated based on the sales price for a product in SliQ's database.

For example, a Wholesale price band of Sales Price plus 5% and a High price band of Sales Price plus 50% might be specified. For each customer, the price band can then be set, e.g. Customer A might be a Wholesale customer, Customer B a High price customer. SliQ will then automatically adjust the price to be charged when adding products to invoices for the customer.

For more info, see: Customer Price Bands

Multiple Contacts for Customers and Suppliers

Multiple contacts can now be stored for customers and suppliers, e.g. multiple emails, names can be stored. It is also now possible to nominate different contacts for different classes of items, e.g. one contact for sending quotes to, another for sending invoices to for the same customer.

For more info, see: Multiple Contact Details

Search for Products by Description When Adding Items to Invoices


When adding products to invoices, quotes and purchase orders, it is now possible to search for products by their description as well as their item code.

Sales Margin Calculator


A sales margin calculator has been implemented. When the margin calculator is enabled and configured, if the cost price of a product is edited, SliQ automatically calculates the sales price for the product.

For more info, see: Sales Margin Calculator

Multiple Addresses and Delivery Addresses


Multiple address and delivery addresses can now be saved for customers and suppliers and these can be searched when adding an address to an invoice, quote or purchase order.

For more info, see: Multiple Addresses and Multiple Delivery Addresses

Report Improvements


Reports have had a major overhaul. You can now:

• Define custom reports based on the in-built reports
• Add extra columns to reports
• Rename column headings
• Change the order of columns
• Add multiple filters on reports, e.g. filter invoices reports by due date and amount outstanding
• Apply custom sorting to different columns on reports, e.g. sort by due date and customer
• Apply grouping to data, e.g. group by customer or date raised as well as optionally collapse groups to provide an overview of the financial totals
• Plus more ...

For more info, see: Reports in SliQ Invoicing Plus

Configurable Lists


The content of the main lists, e.g. the list of invoices and credit notes on the Invoices & Payments tab can now be customised. You can now:

• Add extra columns from the database, e.g. add the invoice delivery address to the main Invoices & Payments list
• Change the order of columns
• Rename columns
• Change the style of the lists

For more info, see: Configuring Lists

Password Protection

The password system has now been improved. After creating an initial password, it is now possible to add further users/ passwords and assign restricted access to specific users. For example a user could be allowed access only to quotes or just to invoices without being allowed to see reports or purchase orders.

For more info, see: Password Protecting SliQ Company Files

Customer Messages


Different default customer messages can now be specified for invoices, quotes and credit notes where previously the same default message was used for all 3 document types.

Refund Credit Notes


Credit Notes can be marked as refunded if money has been returned to a customer rather than the note being used to credit an invoice.

Purchase Order Statuses


Purchase orders can now have a new received and paid status.

Quantity Field Decimal Places


Quantity fields can now contain up to 5 decimal places.
 

Various other minor corrections and improvements have been made.

To view the release history for older versions (2 and 3), please see http://www.sliqtools.co.uk/releasehistoryolderversions.aspx.

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