Overview - how does invoiceit!
create invoices?
invoiceit!
is based on the principle that
everything should only be entered once to save you time.
So, instead of typing a client's name and address every time you raise an invoice
for them, you enter the client details in the client list once, then select
from that list the one to be billed.
The same applies to charge items. You create a lookup list of your products
and services, descriptions, prices etc. then pick the items off the list.
Each time you pick a product, the description and list price you entered
in the lookup list will be copied to your invoice. If required, you can
change a description or price just on that invoice only. The next time
you pick the same item, it will again show the description and price you
entered in the lookup list.
This makes raising invoices quick and saves you time. Clients are 'associated'
with invoices on a one-to-many basis, meaning that one client can appear
on many invoices. The same applies to products (inventory/stock).
One product can appear on many invoices. There are many similar 'associated'
data lists in invoiceit!
illustrate.
When you have used a client
or product once, they can no longer be deleted but are instead 'removed'
- set as no longer current. The pick lists of clients and products only
show those that are current, so you don't waste time of wading through
lists of long-ago names and items. By not deleting those old clients or
products, you also preserve their associated sales statistics.
Take a look at the diagram above to see how it all comes together and
how the default descriptions and prices (shown at left) were changed on
the invoice.
In this example, the price for strawberries was increased and organic
pears were less than the list prices. Tofu stayed the same and packing
charges have no list price, since that is different for each sale. (the
arrows indicate variations from list prices in this example, but are not
a program feature) Taxes are not shown in this example, but invoiceit!
will apply them automatically
where appropriate.
You can take your time and enter all your clients and products in one
sitting, or you can add them 'on the fly' (as you go), since invoiceit!
has a convenient way of popping up entry
points for new clients and products while you are setting up the invoice.
This adds them to the lookup lists quickly and at the same time as the
invoice is created.
Take the tour
or download a free
trial and try it for yourself.
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