Teri

As far as I know, there is no way to do that. You could maybe use another field to record the last name and then sort by that column in your invoice or customer list. If you're not using the group or salesperson fields, one of those would work. It's a workaround. I have wished for years that there was a way to do that. This workaround doesn't help when trying to select a name in a drop down field, which is a time you really need that. You can submit a suggestion to NCH for this feature in the Help menu of your program. Teri

We have two paid Express Invoice programs, on two separate computers. We utilize their sync through Dropbox feature and it works quite well. I know that doesn't answer your question directly, but it is something for you to consider for the future. We did it this way because both of our users much prefer the computer version rather than the web access. It syncs all the behind-the-scenes settings and the data input. The only problem I've had with it is that it doesn't seem to carry over the customized field. To answer your question, I am not sure, but I have a feeling it will overwrite the current data. Perhaps you could do a trial by starting a separate company, inputting some data, and then import the old data to see if it overwrote the existing info? I would be sure to back up your current info no matter what you do!

Something doesn't seem right there. I have 4.65 for Windows and 3.99 for Mac. Neither of these have that limitation. I know that doesn't help you, but I didn't want you to think there wasn't anybody seeing your post!

I know with EI, you've purchased a version of their software, which does not entitle you to updated versions. So when you reinstall you have to go get that version and install it on your new computer. Whether that will work on a Mac or not, I'm not sure, but I really don't think so. We went from Mac to PC and purchased a new PC version when we did. Did you get a CD or download it originally? You can purchase an upgrade at a reduced cost. That is an option when you go to purchase the new one. They asked us if it was an upgrade. You would probably be best off contacting them to find a download link to the old version (what version was it?) and to discuss your situation. Teri

Here is a link to suggest new features. If the link doesn't work or doesn't apply to your version (mine is 4.6.4), go to Help on your menu and select Send Improvement Suggestion or Feedback. http://www.nch.com.au/suggestions/index.html?software=ExpressInvoice&version=4.64

You could either start another business for each year, or you could add a prefix to the invoice number. I haven't tried that, but it might keep EI from giving you that error message. Or, you could keep the invoice numbers moving forward (not change them back to "1") and just add a prefix for the year. Teri

One thing you could do as a stop gap measure would be to go into Options, then to Inventory, and uncheck the box "Show warning for items that aren't in stock." This would at least get EI off your back to some extent.

I have the paid version on Win 10 and I have the fax option.

There's not a direct way that I know of to accomplish what you want. We have a similar situation. We have different pricing tiers for different companies. We have gotten around it by indicating in the item number code what "tier" it is. For example we have a "W" for Wholesale customers, and "R" for Retail customers, and other such codes. Perhaps if you had a master list of your 70 clients printed out or easily accessible near your computer, you could know right off which tier they're in. For example, Head a column as Tier A, then list all the companies in that tier. Then you could pick the item codes that start with "A". Hope that helps a little!

According to their App page: "At this time data cannot be synced directly across platforms, but Web Access eliminates the need for direct syncing for Windows and Mac users wanting to access their data on a portable device." I believe this means that no, the app won't sync, but that you can access the program housed on your PC by using a browser on your android device.

You could make a discount on the customer's invoice for the $100 and the $20 - you can list in the description what each was for. Or you could make separate payments toward the invoice of the $100 and the $20, listing the payment method as "other" or creating a category in your payment list for them. It depends how you want to do your bookkeeping.

Here's a link to the change log to see what they've done for each new version: http://www.nchsoftware.com/invoice/versions.html In your help menu you will see a selection for "Send Improvement Suggestion or Feedback." Click on that and send in a request for the improvement to the developers. You have a great day, too!

That's the one that you can't change. Frustrating, right? I needed to change it as well, but found out it couldn't be done in the current versions.

I have noticed that Windows 10 doesn't like to play nicely with Outlook.

It looks like you're entering the qty in the wrong column? If you're sure you're entering it in the right place, you should file a support ticket because it would be a bug in the program.

You have some options. You can make a line item and call it "Deposit" or whatever suits you and enter in a negative amount in the unit price column. You can issue a credit note and attach it to the invoice number. You can enter a discount for the line item or the whole invoice. It will give you the option of naming the discount once it has been added. You can add a fixed amount or a percentage. Hope this helps! Teri

Have you noticed any commonality between the ones that don't work? My computer has a problem with yahoo addresses. Teri

Are you sure you're using the correct mail host address for your email? Teri

What version are you using? From your main computer, where the program is installed, go into your preferences. From there, go into Web Accounts. You can set user names and passwords for people accessing it from your network on the web. If you want it to be password protected on your main computer, I don't know of any way to do that from the program. You would have to have a login for the computer itself for just those people. But you really shouldn't keep your invoicing software on a computer that can be accessed by more people than just your staff, right? Teri

Multi company means that you can track more than one business or company on your version. So on your copy you could switch between Company A and Company B. Multi user means that you host the program on your computer and the people you have denoted in the Web Access section of your copy can use the program online. It syncs with your installed version. Multi users cannot both have the program installed on their computers and sync them together. It has to be hosted. Hope this helps!

You can use it on 2 computers, but you can't install it on 2 computers and have them sync together. You have to have it installed on one computer and have the 2nd one use a web access to use the program. Then they sync together. The web access format looks a little different than the installed one. My assistant doesn't like using it, but it does the job. You can set parameters for what can be accessed on the web access format (administrator privileges, etc.). Hope this helps!

I'm using an earlier version (3.99) for Mac, but I would imagine the one you just purchased wouldn't be too different. Are you working off your main computer (the one where you installed the program) or your web access? If it is the web access, you can just start typing in the description field after you click on "Add Item." If it is the main computer, you click on "Add Item" and just fill out the items in the pop up box about what you are adding. It is easier to have a list of items that you normally sell to select from, but it is not required. Teri

Except for the quantity column, most columns will only appear if you use them. For example, if you don't put a discount on the invoice, that column will not appear, but if you do put on a discount, it will be there. And yes, you can rename them.

You have a couple of options. You could use the PO# for that reference. Or if you leave that blank, you can add a comment to the top line item that states what it is. I don't know that it would show up in your list of invoices, but it would show up in a statement by either the PO# or the top line reference (not both and the PO# trumps the comment line). Unless you get creative with your invoice numbers, I don't know of any other way to accomplish what you want.

In my version, I can only add that as a line item. Teri