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| Type ▾ | Document No. ▾ | Date ▾ | Customer ▾ | Sales Rep. ▾ | Amount ▾ | Status ▾ | Actions |
|---|
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| Type ▾ | Document No. ▾ | Date ▾ | Customer ▾ | Sales Rep. ▾ | Amount ▾ | Status ▾ | Actions |
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Revenue by period
By customer
Top selling items
Tax collected
Outstanding invoices
Revenue by type
| Type | Document No. | Date | Customer | Amount |
|---|
There are two Signature Boxes at the bottom of document.
Specify default chop & signature images for them.
- To ensure the image is correctly displayed, please use JPEG image with RGB color mode.
- Non-English characters will be represented as # in the Preview
- Use "\n" for line break
Choose which columns appear in line items table.
Use arrows to reorder columns in the line items table.
Add extra fields to the Document Details tab.
| Label | Type | Default |
|---|
| Description | Total |
|---|---|
| Item One | 100.00 |
| Item Two | 200.00 |
| Total | 300.00 |
Document footer can be set with default layout or an image file.
In default layout, there are three parts in document footer: left, center and right.
It can be set with a Page Number, Date, Document Number or your own text.
Contact information can also be added to the footer.
- Support dynamic content [?]
- Non-English characters will be represented as # in the Preview
Add custom checkboxes at the bottom of printed documents.
Protect your data with a password. You will be asked for it each time the application starts.
Configure a recovery method in case you forget your password.
Export all documents, customers, items and settings.
Restore from a backup file. This will overwrite current data.
Configure automatic backups on a schedule.
Organize documents into custom folders. Drag and drop documents between folders in the sidebar.
Configure the starting number and prefix for each document type.
| Document Type | Prefix | Next Number | Format |
|---|
Select which buttons appear in the toolbar.
Manage document statuses and their display colors.
| Status Name | Color | Default |
|---|
Add or remove currencies available in document forms.
| Currency Label | Symbol | Words (e.g. Dollars) |
|---|
Saved note templates available in the document form.
Configure the address label format for printing envelopes.
Permanently removes all documents. Cannot be undone.
Permanently removes all customers from the list.
Permanently removes all items from the item list.
Change the document number of the currently selected document.
Configure what is included when exporting documents.
Select a font family for document output. Custom fonts are used in PDF and print.
Configure how PDF documents are opened and displayed.
| # | Item No. | Description | Unit | Unit Price | Qty | Total |
|---|
Photo attachments will be listed after the document.
| Caption | File |
|---|
PDF will be concatenated at the end of the document,
after the photos attachment if any.
| PDF File |
|---|
| Customer Name | Customer ID | Tel | Category |
|---|
| Item No. | Description | Category | Unit | Unit Price |
|---|
| # | Status | Item No. | Description | Category | Unit | Price |
|---|
Select customers:
Change document type: