Teri

On your main computer invoice list, you can right click (or use command + L on the Mac keyboard) on any invoice to look at the log. That will tell you if an email was sent. In the web access invoice list, the second to last button to the right is the log. Click on that to see whether it was emailed or not. Hope that helps! Teri

N_C_H_joshb, I could have sworn there was a field in the preferences (options) section to address invoice numbering but am not finding it now. I'm on a Mac, version 3.99. I don't need to change it, but it's bugging me now! Teri

To my knowledge, there is no automated way to accomplish what you want. You can manually give an invoice any number you want. You may run into a difficulty if you use the same number with a different prefix because EI might think you're assigning an invoice number that has already been used. You can try it and see if it will do it. You can make customized prefixes to use as needed. EI may be okay with you using the same invoice number if you use different prefixes. You would also have to track for yourself what number invoice the particular customer is on since EI remembers the last number you used and automatically gives you the next number. You can also place a comment as the first item entry that lists the number of orders the customer is on. Or you could put it in the purchase order number section. Teri

It does sound like EA was doing it backwards somehow. It would be interesting to know if it's different for you when you don't use EA. When we started we just entered the beginning inventory amount for each item into Inventoria, then moved on from there as needed with purchase orders and sales. Unless - with purchase orders you need to receive them. Was that step done? If you don't receive them they won't show in your inventory. Then when you do a sale it would be a negative amount. Teri

I tried EA also and found it too confusing with no tutorials. Then we went to EI and Inventoria. Now just EI. It seems to be very reliable. It can manage inventory for you, but not as comprehensively as Inventoria. I created a set of automated spreadsheets in Excel to manage our inventory. They can't sync with EI, but we're willing to live with that for now. Because I don't use EA, I can't really help you on that end. I'm trying to think why Inventoria would be negative. Can you see what it's done? Is it starting out with not enough inventory to cover the sale? Is it deducting it twice? My inventoria list might look like this: Item #1 / It's description / category #1 / Location - East Warehouse / Cost / Price / Quantity = 43,785 / Measure Item #1 / Same item as above / category #1 / Location - West Warehouse / Cost / Price / Quantity = 32,005 / Measure Item #1 / Same item as above / Category #1 / Location - Sales / Cost / Price / Quantity = -8,000 / Measure This is the same item, but it has 2 physical locations plus a 3rd location I named "Sales." EI synced with the Sales location and took the sales from there, even though we made the sale from the West Warehouse. I would have to make a digital transfer in Inventoria of 8,000 of that item from the West Warehouse to Sales to make Sales be 0 again and to get the 8,000 from the proper place. In the above example, I actually have 67,880 of the item (43,875 + 32,005 - 8,000). Teri

Hi Gunner, It sounds like a location problem. Do you have more than one location set up in Inventoria? If so, you have to tell EI or EA which location to sync. And it can only be one. This could create negative amounts in the Inventoria location. We had to play with Inventoria and be a little creative because we do have several different locations for our products. So we created the "Sales" location. Thought of like a basket, we had to take from the other baskets and put into the Sales basket when we made a sale, otherwise the Sales basket would show a negative balance. Have you told EI not to manage your inventory? This might create your problem also. We found that Inventoria could take a day or more (sometimes a week!) to synchronize - one reason we discontinued using it. Teri

Hi there, If you go to your list of invoices, right click on the invoice in question to get a drop down box of choices. One of those choices is to SHOW LOG. This log will tell you if an invoice was printed or emailed. If emailed, it tells you to whom. Hope this helps! Teri

If you find an answer post it here so that other people who may have the same problem will see the solution. Good luck!

Hi there, I stopped using Inventoria last June and am just using Express Invoice now. I track my inventory using another method now. But here's what I remember from it. I'm using 3.99 on a Mac 10.9.5. In your Express Invoice preferences, I assume you've gone into the OTHER section, then INVENTORIA SYNCHRONIZATION SETTINGS, and allowed Express Invoice to sync with Inventoria? As a side note, when I would add a new item in Inventoria, before using Express Invoice I would tell it to UPDATE NOW in this particular dialogue box, especially if I had just created it. Then in the Express Invoice preferences, OTHER section, ADVANCED SETTINGS, have you told it to allow Express Invoice to update stock levels in Inventoria when invoices are generated? Go to the menu bar of Express Invoice and select the INVOICES drop down. Then open your ITEMS LIST. (This can be done with command + T on a Mac. I assume there's a shortcut for Windows also.) Open up item 123 and select the INVENTORY tab. You don't want Express Invoice to manage your stock levels if Inventoria is doing it also. In Inventoria, go to your preferences. Select OTHER, then ADVANCED SETTINGS. Have you checked the box to allow Express Invoice to sync with Inventoria? Did you migrate your items from Inventoria to Express Invoice? This is found on the menu bar of Express Invoice under INVOICES. Select MIGRATE INVENTORIA ITEMS TO EXPRESS INVOICE. Is it possible that it's a problem with locations in Inventoria? You have to select a location to which Express Invoice can sync. While viewing item 123 in Inventoria, is one location saying 12 and another -6? This may make it appear as if you have 2 item number 123's, when in reality you don't, you have 2 locations for this item. For example, we have several different places from where we might sell our stock. Because Express Invoice couldn't sync with all the locations, I created a location called "Sales" for synchronization purposes. When we had a sale we would have to go into Inventoria and do a transfer from the actual location to the Sales location to make it balance properly. Hope this helps! Teri

That's good to know. Thanks for clearing that up!

Michael, That must be very frustrating! I'm using 3.99 on a Mac, so I don't know if there is something different about the Windows and EI structure. Perhaps a Windows user would be willing to chime in? I don't see anything in the Preferences section that specifically addresses your issue. I would try adjusting the appearance of your invoice. Perhaps use a different template, or different font size settings to see if it makes a difference. I had trouble setting up our invoice layout because things would jump around when I made slight adjustments. It was a matter of doing a lot of little changes to finally get it to do what I wanted. But we never had a problem with blurry fonts. Sorry I can't be of any more help! Teri

They're charging for customer support emails? Wow. We bought the gold service when we purchased the program so haven't looked at that for a while. We started with Inventoria, tried Express Accounts, and have finally landed on Express Invoice. Inventoria had too many problems and Express Accounts was too confusing with not much support in setting it up. I have scoured the internet for some sort of invoicing and inventory software for Macs. This was the only one I could find that was reasonably priced. So we try to make it work. I designed a set of Excel (for Mac) spreadsheets to handle the inventory part. But we would love to find an all-in-one piece of software someday! We recently did the upgrade to 10.9.5 on our Macs and backed up EI just in case. I'm glad I didn't see your post before doing that - I probably would have chewed my nails down to stubs worrying about whether we could get the info back! Have you tried the restoration several times? Teri

Sounds like a question for customer support. Maybe they can get you version 3.99? I'm running 3.99 on Mac 10.9.5. If it were me, and I didn't want to upgrade, I'd probably re-input 20 invoices worth of data. Of course, this doesn't give one a lot of confidence for future restoration problems! I back up my data regularly, but have never had occasion to restore it. Gulp. But I do print out the monthly reports. At least I'll have those if there's an issue and can input any past due customers and go from there. Teri

My pdf's are coming out nice and clear. I'm running 3.99 on a Mac. Could it have something to do with your pdf viewer? Especially if they print fine. Can you email one to yourself (or a friend with a different pdf viewer) and see how they look? Or view it on a different computer? Teri

Hmm, I don't know. That's in the regional tab in preferences. I would assume that it's giving you that warning because once you change something it does affect other invoices. For example, if you change the headers to say something different, (such as Ship Date instead of Invoice Date), it doesn't change it from this point forward, it changes it for any invoice you look at, including old ones. In this case, the only way I know of to save an invoice exactly the way it was is to save it as a pdf. But you're talking about pricing here. Again, I don't know, but based on what I just said plus your warning box, it will probably change the pricing structure for all invoices. This would throw off some of your records by a few coins, which could add up depending on how many invoices you already have. You would probably have to then go in an manually change those invoices back to what they were. Make sure you backup your data before playing around with it! Have you tried contacting customer support? Anybody else have any input?

You could use one of the fields you don't use to enter your own ID, such as one of the contact ones or maybe the additional info field. But as far as I know there's no way to have EI come up with a unique ID for you.

If you just want to save a particular invoice. Go to your invoice list, select the invoice, then save it as a pdf. You can save it wherever you want from there. You can select more than one invoice at a time to do this. On a Mac, use the command key plus a click to select invoices that are not next to each other. Use the shift plus click to select a group. On a PC, use the control key instead of command. Teri

Hi Julie, Go to Tools, then Back Up Data. In the box that pops up, select the radio button next to Back Up to a Removable Drive. Then click on Select Drive. From here you will be able to select your jump drive or SD card. Click Choose. Then click on Back Up. Hope this helps! Teri

Did you create the customer in your database first? When we have a new customer we always create the customer first. In Web Access, you can go to the main menu and create customer. Then go back out to the main menu and create an invoice or draft as normal. From your main computer, you can either go to customer area and add a new one, or in your create invoice screen, there is a little icon that looks like 3 people next to the Customer Name field. Click on that. This will bring you to the customer list. Click on Add at the top. Once you've added the customer, click on Select at the top. That will automatically add the new customer to the invoice you are creating. Hope this helps! Teri

Also, you can accomplish this from the web access by viewing the invoices. You can't really select an invoice from this option, but there is a little trash can to the far right of every invoice. Click on that to delete the invoice. Teri

Hi Julie, From your main computer, go to Open Invoice List. In the Customer drop down list, select the customer with the draft invoice (or select All to display all of your invoices and sort by invoice number by clicking on the column header Invoice). From there you can select the draft by clicking on that line and click on the red X marked Delete. It will ask you if you are sure. This will delete that draft. Hope this helps! Teri

You can do this from the main computer where the program is installed. I don't think you can from the web access. Teri

I'm not sure what to tell you from here. My Express Invoice does what you are trying to do. Make sure your taxes are set up correctly in the preferences section, under Tax. In the box for Tax in Preferences, "By default items have this tax rate" I have "No Tax" selected Same box, uncheck the two selections - Item prices are tax inclusive, and By default new customers are tax exempt In Create Invoice, Add Item box, "Tax" - make sure the proper tax is selected. In Create Invoice, Add Item box, the price should not include the tax. Change it to be the actual price if necessary. If using EI on the main computer and not web access: In Create Invoice, after adding an item, look at what it lists under the Tax column. You can change it here also. With these settings, I get the price listed in the upper section without tax included. I get the tax listed just above the Total in the lower section. I am using version 3.99 on a Mac.

7.98 * 7% is .56. 7.98 * 19% is 1.52. Is the 5.88 not taxable? That would make sense then. I'm not sure I'm following your problem here, but if you go into your preferences, you can change the way the tax is assessed. You can click to say whether the tax is included in the price or not. You can also adjust the percentages as necessary to get the correct answer.

Did you use your original code for registering it? Is it the same version you had before? The way I understand it, you buy the registration for a version when you purchase, not for updates. So if you re-install you have to use the same version you had before. I may be wrong. Anybody else know? Have you tried contacting support?