Jump to content

Teri

Members
  • Content Count

    172
  • Joined

  • Last visited

Community Reputation

0 Neutral

About Teri

  • Rank
    Expert

Profile Information

  • Gender
    Female
  • Location
    The Dry & Sunny side of Washington State
  • Interests
    Express Invoice Plus Version 5.01

Recent Profile Visitors

3,071 profile views
  1. They send you an email with your key code to put in the registration field. Did you check your spam/junk folder?
  2. I don't know of any way to recover it unless you did a backup before you deleted it.
  3. If you right click on the invoice in the invoice list, you can select Show Log. This will show you what has been done with the invoice. You may also be able to see what was sent in the Sent folder of your email program. Hope this helps!
  4. Teri

    Tauqir

    Are you using a registered (paid for) version?
  5. You should submit a support ticket for this. In my version (5.01) I am able to save invoices to pdf, whether paid or not. In fact I do it all the time since EI doesn't want to play nicely with my email.
  6. Go to Tools/Import from CSV and follow the prompts. I have not needed to do it, but the option is there.
  7. If you have something (your lump sum) that has a price, though, you can add the small items as comments. They don't have to have a price.
  8. It's been quite a while since we tried using those two together, but I recall having to have just one of the locations synced with Express Invoice. We made a location called "Sales" which was synced. We then had to transfer product from say "Warehouse Q" over to "Sales." We ended up giving up on trying to use them together. As much as we really really wanted it to work, it just could not be relied on to sync properly. Most of the time it would work, but once in a while it would glitch out and not sync something properly. Unless you're watching every little thing it does, you'd never know if it worked or not. We couldn't tolerate software that we couldn't trust to do it right. I often consider going back and trying it again, but I just don't know if I dare.
  9. I can't answer that question. =) I can only tell you what may help in the context of a forum. I'm just a user of the program, not an employee of NCH. Do you have the same problem with other programs?
  10. The difficulty is with your 4K monitor. You'll need to change your DPI for it. You can also go into the control panel and change the size of your text. If you put "Text Size" into your start search, it will take it to the place where you can do that. Try scaling it up over 100%. You can try enlarging your screen by zooming in, but changing your system settings would be better.
  11. If you check the box at the top of the page of receipt options that says, "Use small size for printed receipts" you should no longer see the item column.
  12. A credit note or credit memorandum (memo) is a commercial document issued by a seller to a buyer. The seller usually issues a credit memo for the same or lower amount than the invoice, and then repays the money to the buyer or sets it off against a balance due from other transactions. I don't know if this would apply in your case. I'm not sure if EI allows you to apply it towards an Order or not. But it would be worth playing with to see if it would work in your case. It basically applies a credit to the customer's account. But that might get messy when it comes time to close the invoice. I don't think you can apply a payment to a customer's account. EI is pretty invoice driven so it might not know where to put that money in the end. That all being said, if you're accepting money from a customer, though, you should probably have an invoice for at least the portion that they paid. You just really need to think about how you want EI to work for you in your particular business situation and what will make your books the most transparent and streamlined.
  13. I would explore using a credit note.
  14. It is a one-time purchase, not a subscription - no annual fee. However, you don't automatically get the new versions. Your version will update, though, if that makes sense.
  15. Did you get a registration key? The download is the free version and when you enter your registration number it becomes the Paid version.
×
×
  • Create New...