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Teri

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Everything posted by Teri

  1. I just tried doing it on mine and it worked okay. I put COMMENT as the item name because it wanted something. I am using 3.99 on a Mac. Thanks for the tip, by the way! this will be very handy.
  2. Have you tried to contact support about the rounding problem to see if there's something you can do to change it? (If you find out there is let me know!) I have an idea for your invoice problem. You can enter the payment as an added item. I just tried it and it does allow me to enter a negative number in the price box. You could have an item named "payment" and put the type of payment and any other details in the description box. Then enter the negative amount in the price box. It should reflect the actual final amount then. It might work!
  3. Unfortunately EI can be very frustrating to deal with. I've been on the verge of throwing it out the window at times, too. It's a good program, it just has issues that really should be addressed. What do you mean when you say internal use? I send out these statements to my customers who have outstanding balances. You can put the method of payment in the reference box during the payment process if you need that to show on the statement. Are you using a gateway for credit card payments? If so, that's beyond my experience with EI. We do our cc payments separately from EI. I don't know how they look on the customer's account when done through a gateway. You can also go into your preferences and change the name of the statement so it says "Final Invoice" or some such thing. But be careful if you use the statement for other uses, too. EI will change the name for every one you print until you change it back to "Statement". If you don't use the statement for anything else, then it's not a problem. This would be done from the host computer. I don't think you can do it from the web access. I saw your post on the 1 cent problem. I've had to manipulate mine that way, too. We sell products online and in person. The online program automatically bills the customer and gives me the order. When I enter it into EI, I've often had to adjust the price to make it match the online one because of the taxes applied. I have found no way to adjust the rounding factor. I'm using 3.99 on a Mac. Sorry to not be more help. I just try to answer these because I found it so very frustrating to post something here and nobody answers.
  4. I just tried running a dummy partial payment on an outstanding invoice. When I did a preview of the invoice, it showed the partial payment, but did not give any details about it. When I did a preview of the statement, it showed the details of the payment and the outstanding balance, just like a statement should. Wouldn't that suffice for your purposes? Or does your customer make multiple purchases and you need to give an invoice for payments toward specific purchases?
  5. When I run a statement it lists all the payments made on the account. It lists the date, invoice #, payment or credits, the PO or Reference No., and the amount of each item. At the bottom it lists the total invoices, the total payments, previous balance and current balance.
  6. Did you try running a statement? I wonder if that would print all the payments on it.
  7. If I remember correctly, it won't let you make any more invoices.
  8. No that I know of. You can show the tax rate in a separate column (the percentage rate, but not the rate calculated out to a price).
  9. Ours wasn't as crisp as we'd like it. We used a jpg. We basically got one that was as good as we could get and go with it. I don't remember if it changed after we paid for the program or not. Sorry not much help, but just letting you know you're not alone out there!
  10. If you go to the top where your name is, there is a drop down menu. Click on content/follow. This will show a list of everything you follow. Click the box to the right to select them all. Go to the bottom and select the option to stop following. Hope this helps! Edit: I forgot to mention that when you go to your list, click on the "Toggle Edit Options" button on the right to see the boxes to click.
  11. Your invoice seems to be showing the opposite of what you are saying. The price in the item line is not showing tax. .45 x 5 = 2.25. The tax is down below where it should be. If the .45 is the price including taxes, you would adjust that when you add the item to your invoice. You can change the price and tell it to remember the change.
  12. I think you're able to install it from your CD onto a new computer. I'd go ahead and try it. It has to be installed on a computer to be able to use the online one. Your computer is the host.
  13. I'm wondering the same thing. How to update the Mac version manually?
  14. What am I missing here? I don't see and Options -> Invoice page. When I go into preferences, I can't find anywhere to change either the invoice # or the prefix. I thought I saw that somewhere sometime, or am I thinking of Inventoria? Teri
  15. Hi there, From our main computer, where EI is installed, I can add or change a prefix to the invoice number. But in the web access, there doesn't seem to be a way to do that. It's not the end of the world, but we have found that it defaults to the last prefix used. Which means if I add a prefix on the main computer, the next person to use the web access gets that prefix defaulted to the invoice number. Not good. It doesn't seem to do any good to just go in on the main computer and delete the prefix from the invoice screen. You have to actually record an invoice to change the defaulted prefix. Any suggestions? Teri
  16. I haven't seen a way to make a template. But there is a slight, though quite imperfect, workaround that I use for our situation. This would only work for the home computer, not the web access, as far as I know. When you create the invoice there is a box on the lower left that you can click for invoice options. You can modify the invoice at that time. The biggest problem I see with this method is that it changes the preferences for all invoices, whether they were created before or after. So if you had an invoice that you previously created with a different format, and had to email, reprint, or save it for some reason, it would use the new format. Irksome. Obviously there are other problems with this method. I only offer it as a possible workaround. If you could make the changes to your "template" easy and save the invoice as a PDF immediately, it might work for you. I love the concept of Express Invoice and Inventoria, but have found them extremely frustrating and unreliable to work with.
  17. I'm not sure that you can delete them. One way to make columns not appear is to not put any information in them. But the QTY and Unit Price ones are integral to the invoice, so you probably couldn't leave those blank. Perhaps you could rename them and use them in a different way? You rename them in Preferences / Content / Invoice Text Items. There's a drop down list of things on the invoice that you can rename to suit your own needs.
  18. Teri

    Balance Due

    Or that… =)
  19. 3. There aren't different users for the actual computer the software is on. But what you can do instead is have people use the web access instead of the direct software access. People would just put in the local address in the web browser (just bookmark it) for the web access. Then they would have to enter in their user info to login. It doesn't track who does what, but you can give people different levels of access (administrator, user, viewer). People would also have to remember to log off when done.
  20. For my situation, it would be very tedious to try to sync to a different location for each invoice. We draw from several different locations, sometimes even on the same invoice. On top of that, sometimes the sync is instantaneous and sometimes it is delayed by a day or so. The whole thing strikes me as being unstable and not totally reliable. I wish they could get these things ironed out so I could trust it, because I do like the setup.
  21. Yes, I get that Quan error also. Here is the response I received from NCH about it: Please check that your connection on the network is not interrupted which can cause this problem. Also check that the port used by Inventoria is not blocked or intermittently blocked which could stop the sync. Try resetting the sync with a fresh Authorization code in Inventoria and then retry. Send us a screenshot of the error if you receive it again. I still get the error and just live with it, though I'm not happy about it! If you find a way to get the Quan error to stop, please let me know. I'd sure appreciate it. I also find that I have to keep a pretty close eye on the syncing and constantly double check it for errors. I like the programs and really wished they worked properly. I think the main problem is that it's not totally compatible with the Mac. I wish there was something else out there, reasonably priced, that was.
  22. I run Express Invoice and Inventoria also. Express Invoice has a separate inventory feature available, but you need to decide whether to use it or Inventoria. When you migrate, you are only migrating the item numbers, descriptions, and prices. You have to tell Express Invoice from which location to take the inventory in Inventoria. You don't want to have both Express Invoice and Inventoria tracking the inventory, only Inventoria. So don't tell Express Invoice you are adding inventory, otherwise it will add it to its own inventory feature, which doesn't sync with Inventoria. Here's how I've handled the situation: We have locations in Inventoria for our stock, such as Office, West Warehouse, etc. Because you can't sync Express Invoice with more than one location, I made another location and called it "Sales." That's the one Express Invoice syncs with. Express Invoice takes all inventory from the Sales location when we make an invoice or order. In Inventoria, we then transfer product from the true location to the location called "Sales." It's an extra step, but I don't know how else to handle it. Teri
  23. Teri

    Balance Due

    I think I would use the discount feature. You can add a discount as an item. I would list everything that you have in your post above, then add a discount and call it "Prepaid" or something like that. Click on the discount button. Do a fixed flat discount. You can changed the wording of the discount once you've added it. Teri
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