invoicing software

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

 

Note: To see a video tutorial showing how to get up and running and raise your first invoice, please visit http://www.youtube.com/watch?v=XWDwDmuyheg

 

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.

 

invoices-and-payments-tab

 

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

 

invoice-edit-form

 

Step 2 - Enter the Customer name on the invoice form

 

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

 

customer-name-edit-box

 

Press the TAB key to move out of the field.

 

Step 3 - Enter the Invoice Address

 

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

 

[Object]

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 ...

 

invoice-edit-form-completed

 

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 Close & Save 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.

 

select-invoice

 

Step 6 - Closing SliQ

 

SliQ can be closed by three 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.

 

OR

 

3. Press the arrow at the top right of SliQ

 

Note: SliQ will ALWAYS save data no matter how you close the package.

 

sliqclosearrow

 

See Also

 

•

Editing an Invoice

•

Introduction

•

SliQTools Website