|
Below are some of the most common asked questions when using Invoice! WinPro™ . If your question cannot be answered here please contact us and we will be glad to help.
What Bar Code Reader do I need to use with Invoice! WinPro™?
The bar code reader that most users use is a "Symbol" CCD . This has been tested and proved to work with our software. Likewise you can also use the scanner that attaches to the keyboard. (Several different brand models are available for this one.) We do not promote one over another. However if you are using a different one please let us know and we will be glad to add it to the table.
How do I apply finance charges on customer accounts?
First realize there are two different methods for customer accounts. The first is simply the customer pays on the Invoice itself. By applying the payment to the customer via the Invoice or Customer Finance Table you cannot apply finance charges. The second and more common method is the Customer running account, where you apply payments to the account and not the Invoice. This method allows you to add finance charges through the use of the Billing Statement. To accomplish this first open the Setup Invoice Screen and click on the Inventory Tab. Look for the Global Finance Charge field and enter the percent you wish to charge. Once done click on Ok. That's it. Now when you are ready to bill your Customers just click on Reports, Customer, Billing (or any of the Email/Finance reports). Select the Customers you want to bill and then enter the billing time frame. It will compute any finance charges on any amounts that are due prior to the billing time frame you selected and will update the Customers Finance records as well.
I want to display the Invoice records in reverse order. How do I do that?
For any of the tables you only need to click on the column header. You may do multiple column sorts by holding down the Ctrl key when clicking on the columns in the order you want to sort the records. (Note this information is stored so if you wish to return to the default you must click on file, clear display settings.) This reverse sort also allows searches in that mode as well. If you search on a customers name (i.e., the Invoice table) it will highlight the first customer that matches that name and display all the records in reverse order.
I am using Windows XP with Outlook XP. I cannot start the email or I get an error when I attempt to send an email (with or without the attachment) from Invoice! WinPro™.
Its not Outlook XP its probably the email service (In particular AOL and Earthlink.) You will need to change the Host address to another service. If you have multiple accounts change to another one of those. If not check out a free service like yahoo.com, etc.
I use Endora and when I run Invoice! WinPro™ I get error messages on the email side of the house.
Start Endora. Click on the TOOLS menu and scroll down to OPTIONS. Find the MAPI line and check the ALWAYS check box.
After installing Invoice! WinPro™ the Invoice table screen will not display correctly, or when adding items to the Invoice the totals will not display, or my addresses do not show the City, State, Zip, etc. What did I do wrong?
Go into the setup screen (file, setup, companies) and choose the type of tax system you are using.
I want to use my own numbering system when creating an Invoice.
Simple, open File, Setup, Companies, click on the Misc Tab and change the starting number for your invoices.
Every time I try to enter the tax 8.26% it won't keep it, what am I doing wrong?
Make sure you enter the tax as a decimal; i.e. 8.26% should be entered as .0826.
|