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Change to VAT rate in the United
Kingdom (January 4, 2011) to 20%
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change the rate on Setup p.1 (use Edit
button), it will automatically change the individual product and service
charge tax rates for future use. Those that are zero rated will remain
that way. Existing invoices and quotes are unaffected.
If you use auto-invoicing, you will need to open each existing contract
then click on the Tax edit button at lower left. Adjust tax using Apply
button for all items, or Edit button for individual lines.
Accounting auto transactions: these will need to be re-set
manually, if they have VAT splits. From Accounting menu, click AT
Schedule button at lower left.
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Change to GST rate in New
Zealand (October 1, 2010) to 15%
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change the rate on Setup p.1 (use Edit
button), it will automatically change the individual product and service
charge tax rates for future use. Those that are zero rated will remain
that way. Existing invoices and quotes are unaffected.
If you use auto-invoicing, you will need to open each existing contract
then click on the Tax edit button at lower left. Adjust tax using Apply
button for all items, or Edit button for individual lines.
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What are the main differences
between the four versions of invoiceit?
Comparison
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put simply, if you need proper inventory
(stock) control with purchase orders, select
invoiceit!Pro
if your business uses time
billing, or recurring contract billing (no inventory), select invoiceit!TimePlus
If you just want a simple invoice program,
select
invoiceit!Lite
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Can invoices be e-mailed as PDF
attachments?
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Yes, this can be done. If you use MS
Outlook as your default mail client, the PDF version of an invoice (and
other documents) is created and automatically attached to your e-mail.
With other mail clients the attachment is done manually. Here is a pictorial setup
guide, based on invoiceit!Pro. It is similar with
other versions of invoiceit!
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Windows Win7
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All versions of invoiceit!
work on Windows 7 operating system.
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can
invoiceit
work with a remote PC
? (not connected to a local network)
|
it is possible to link to your computer via third-party remote access software using an online connection.
Visit TeamViewer.com for information on one such software. Other options are
LogMeIn.com (free), GoToMyPC.com and
Radmin.com. They work by connecting your computers via the internet and allow a remote operator to take control of the other PC. It is as if you were seated in front of it.
Some users have set up a dedicated PC for this, making the office setup a two-seat installation. The secondary PC links to the data on the main PC and laptops link only to the secondary PC via internet and one of the above software. This makes it easier to secure your other data and does not provide access to your main PC. A second invoiceit license is
required in this case.
TeamViewer now also have an app for Apple iOS and for Android making invoiceit accessible from anywhere. Refer
this link
for details.
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What support
do you provide and how much does it cost?
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All technical support is by e-mail and we aim
to respond within a few hours at the latest. We guarantee that you will
always get a response inside 24 hours. Pre-purchase and after-sale tech
support is free,
apart from the four incidents described below.
To allow us to continue this free support policy, please limit your
questions to one e-mail per day, where possible.
paid support
incidents:
lost license code - buy 1 support ticket - use same details as on
original order, if possible, so we can verify your license code
new/crashed computer - buy 1 support ticket, then send your
question by e-mail
import file analyses - buy 1 support ticket, then e-mail a copy of your import template file with your
questions.
data file analyses - buy 2 support tickets, then
e-mail a .zip copy of your data file (inv4data.mdb)
with your
questions. Ticket price will be refunded if problem is
identified as a bug.
Privacy protection guarantee: we will not retain or
reveal your data - as soon as you confirm that the matter is
resolved, your data is purged from our system. We guarantee that
unconditionally.
support ticket -
$29.95 - valid for one incident
as shown above. Where it is determined that
the incident is a software
bug, the ticket price is refunded immediately.
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how to use invoiceit
on a PC and a
laptop (not networked)
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* the data file name has a number or
letter in this place, depending on program version.
4 - invoiceit!4
5 - invoiceit!Pro
L - invoiceit!Lite
T - invoiceit!TimePlus
Option 1
Moving data file "inv*data.mdb" between a PC and a laptop
a) backup the file on PC to a memory stick (aka USB Flash drive) and
take the stick with you
b) copy the file from stick to invoiceit folder on Laptop (replaces
existing copy)
c) work with invoiceit
d) backup the file on Laptop to a memory stick and take the stick with
you
e) copy the file from stick to invoiceit folder on PC (replaces existing
copy)
f) work with invoiceit
Option 2 (registered users only)
Install guide using removable drive or memory stick (aka USB Flash
drive)
1) install the program on your PC, then transfer the download file to the Laptop and install from there also.
2) Enter the registration code (same on each installation).
3) on your PC, copy the data file "inv*data.mdb" to your
removable drive (say in a folder called "invoiceit") if you
intend to use the sample data file, I suggest you also copy
"inv*test.mdb".
4) go to Setup and click the Network button at lower left. Link your
program to the data file, now located on your removable drive.
5) repeat step 4 on your Laptop.
Important: the drive letter of the removable drive MUST be the same on
both computers. If not, change the drive letter designation, or have it
done by a computer guy.
Invoiceit will not work unless the drive has first been inserted.
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are there any known
issues?
|
using the mouse scroll wheel: it
is not supported when you are in the line items section of invoice or
quote. The top line seems to disappear and can't be scrolled back with
the wheel. Click the arrows on the scroll bar instead. Also, you cannot
use the wheel in the 'Find List' sections.
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Import
data from other applications
|
Read detailed import
guides
invoiceit!5 Importing clients/vendors
invoiceit!5 Importing products
- also suited for updating
invoiceit!5
Importing debtors
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How to back up data
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To back up your data, set the
backup location on Setup page 4 (at lower right). The backup button is at the bottom of the Setup screen at far left.
Insert your disk/CD/memory stick or make sure the drive is ready, then click the button. It is suggested that you
manually backup your program file (inv*.mde) at least once, after you have done all your setup.
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How to add
trading/payment conditions (small print)
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On Setup page 6 the top portion 'Conditions for Invoices' is for entries on demand - you click a button
'Conditions' on the invoice input form to add them to those invoices where this text is appropriate.
The bottom portion 'Standard Invoice Message' is for conditions or messages on all invoices - it is added automatically to every invoice. You can remove it on the invoice input form, if not required on a particular invoice.
Click on help button (top left icon, or press F1) on Setup page 6 for more information.
Setting Conditions: Click one of the buttons above the large white field at top right first and the field changes color. Now type the message
(replace the existing text) and it should be available for the selected document.
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How to
set up a
Credit
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To do a credit, click on Invoices, then proceed to enter the client and continue
a) if you have inventory - enter Quantities prefixed with minus sign (i.e. to credit 10 items, enter -10 in the quantity column)
or
b) if you don't have inventory - enter the unit price with minus sign (i.e. to credit 5 hours at $100, enter -100 in the unit price column)
Credits can be offset against invoices for the same client where you enter receipts (the Receipt
Entry button at
left).
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How does stock
(inventory) valuation work in invoiceit!Pro
|
click here
for
detailed explanations (click browser's back button to return here)
click here for
a run-down on inventory settings and procedures.
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How does automatic
invoicing (recurring billing) work?
|
click here
for
a detailed description of this feature. |
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Does invoiceit!
support
Canadian taxes (GST/PST/HST)?
|
click here
for
a detailed description of how Canadian taxes are applied.
click here
if you are in Quebec or on Prince Edward Island.
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Does invoiceit!
support US sale taxes?
|
click here
for
a detailed description of how US sale taxes are applied.
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How do I install on a
network?
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Begin with installing on your server.
After installation, open invoiceit!4 and go to Setup to
customize the program. After this, copy or move the install file (the
one you downloaded) to your first network station and install from that
computer. Click on the Network button (at left on Setup) to set the path
to your server. When this is done, import the program settings from your
server installation on Setup page 6 (bottom left). Continue until all
network stations are installed and all point to the same data file on
your server.
Note: importing of program settings is disabled in the trial version.
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Sending
bulk e-mail takes too long with Outlook
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Problem: Outlook's security feature requires that you click YES (after a 5 second delay) on every email sent out. This can be time-consuming when e-mailing invoices in bulk.
The security feature was an upgrade in Outlook 2002 and standard from 2003.
Solution: FREE utility to bypass this when required. The software is called
Express ClickYES and you can download it from
by clicking on the link above.
You can switch it on when required and then back off again when you are finished sending the batch of emails.
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An
invoice has gone 'missing'
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Symptom: you locate an invoice in
'Find List' but when you double-click the ID it won't appear in the main
frame.
Solution: the client for this invoice has been marked 'Finished'.
Uncheck and return to the invoices list. The invoices for this client
will now appear again.
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Setup Page 2 won't
open
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Your logo has been moved or re-named. To enter the logo path manually, click on
the network button (Setup - far left, bottom) and type the logo path in
the box provided or use the browser. Close the pop-up form, click on Setup again, then
select page 2. Your logo should be visible. Note:
logo should be a bitmap file (.bmp)
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Problems when starting
the program
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If you get the error message "Can't find
database", click OK to remove the error message, then select
"Sample Data" on the black screen and click OK. You can return to
'My Data' next time you open the program.
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Outlook Express
users: when trying to send e-mail, an error appears "Can't open the
mail client"
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open Windows Explorer, go to your Windows folder and find your win.ini file. Backup that file, then open it, scroll down to the "[MAIL]" section and add the following line: "MAPIX=1" (without the quotation marks). Save your win.ini file as modified and reboot your computer. The next time that you attempt to use the Send To command from an Office or other application, like invoiceit, you should be in business.
Example of the [Mail] section:
[Mail]
MAPI=1
MAPIX=1 <-- add this line
OLEMessaging=1
CMC=1
CMCDLLNAME=mapi.dll
CMCDLLNAME32=MAPI32.DLL
MAPIXVER=1.0.0.1
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I send invoices by
e-mail, but my clients won't open attachments. Is there a workaround?
|
You don't need a workaround with invoiceit! click here
to see how you can incorporate an entire invoice or quotation in the
e-mail message text (close pop-up window to return here).
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I can't set font or
font color on setup pages (Win NT/2K/XP)
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A Windows support file (comdlg32.ocx) may
not be registered properly. Locate a copy of this file in your program's folder
/setup and copy it to C:\Windows\System32 Then, open the run dialog box using "Start | Run..." and enter
Regsvr32 c:\windows\system32\comdlg32.ocx to register the
file. A confirming message should appear.
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How do I upgrade to the
latest version of
invoiceit!
|
upgrade files are available. Click
here for details.
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Can I modify the program
or code to suit our needs better ?
|
invoiceit!
comes with six detailed setup screens and many lookup tables which let you customize the program with aspects unique to your business.
You can also export the data to Microsoft Word or Microsoft Excel for further analysis or publication.
We do not recommend that you modify the data tables by renaming field names or adding new ones. Such custom modifications are not supported by
invoiceit! and void free support. The data tables are contained in inv4data.mdb
(your own data file). The source code cannot be modified.
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I want to export my data to another application. How ?
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You can send report data to other Microsoft Applications, such as Word, Excel or Notepad. Reports Menu -> Office Links
will send your report data to the application you
select in Office Links. Once there, you can modify the data using Word or Excel, as you require it. Files like this are saved using the name of the report from which you sent the data. Write down the name of the
document or worksheet while you work on it, so that you can find it again later.
To send to the notepad, select Reports Menu -> Output to Notepad.
To send the content of entire tables to other applications, you will
have to open inv4data.mdb instead, then use the above menu command.
You can also use the Export feature
introduced in invoiceit!4 with Release 16 -
from Setup, click on Import/Export button at the bottom. Most data
tables can be exported with this feature.
Note: The Import/Export button on Setup is disabled in the trial version.
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Discount and Freight
can't be entered on invoice and quotation?
|
Click on 'Services' and enter two new
items, code FRT
(Freight) and DISC
(Discount). These two are needed for the freight and discount functions
to work and may be missing.
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How do I uninstall
invoiceit!
|
Start - Programs - invoiceit - Uninstall invoiceit!
Important: your own data is not uninstalled. Locate your invoiceit!
folder and delete the folder or any file in it.
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