Teri

I find that Express Invoice marks invoices "closed" when the invoice has a zero amount due. Don't confuse this with a paid invoice. I mean when I send a sample of something to a customer and it has a zero amount due. I make an invoice for those so I can keep track of the inventory. It lists these invoices in the open invoices list as "closed." I don't see any way to get it to list only invoices with balances due in the open invoices list. That would be in a report function. The only options in the invoice list is for All, Recorded, and Draft. Teri

Express Invoice will give you a pop-up box before sending the email. This has a place where you can add a message. I have found no way to change the default text for the rest of the email, though. My default text says this: "This message contains Invoice ### from (my company). If you have questions about the contents of this message or Invoice, please contact (my company)." It fills in my company name and the invoice number for the email. After that it lists my company name, address, and telephone number according to what I put into the General tab of my preferences. Then it attaches the invoice or statement below that. As a side note, I always put a comma, (no space needed), then my email address after I put in the customer's in the customer info screen. This way I always get the same email that I sent to the customer. Teri

I have noticed that there is an option for a recurring invoice, though I haven't used it. When you create an invoice, the record button has a drop down. One of the options is "Save as Recurring." That may be something for you to look into.

I had this problem when I started using this software, too. I was using our old system of numbering the invoices and it just didn't work with Express Invoice. I don't think that you can go back and change the invoice #'s. I had to either delete and redo the invoice, or just go from where I was with the built-in sequential numbering.

Hmm, Don't know what to tell you there. I just tried it by changing the amount on an item. After updating the Inventoria Synchronization Settings, I looked at the list of items on Express Invoice and it did update the quantity properly. Is it possible that you're changing quantities in a location on Inventoria that Express Invoice is not using? As far as I know, Express Invoice only syncs with one location of Inventoria. We set up a location called "Sales" to sync with it. Then we move items from the true location into "Sales" after selling it. You probably know all that since you've been using them for a while. =)

Go to your list of invoices. Right click on the invoice in question. One of the options will be "Save as PDF." Follow the prompts and you'll have your invoice you can attach to an email.

What is it that you're hoping to see after migrating data? When I go to the preferences section of Express Invoice and update the data from Inventoria, it is a behind-the-scenes thing. You can't see a list of the inventory quantities from Inventoria on Express Invoice. It just lets Express Invoice know if you have added/deleted/changed items on Inventoria. Though you can see the list when you create an invoice and add an item to it. After updating, do you see a new item in this list? Here's how you could tell: Create a dummy item in Inventoria. Go to Express Invoice and update Inventoria. Then create an invoice and attempt to add that dummy item to the invoice. If it's there, you've succeeded. If it's not, you may have an issue for tech support. Cancel the invoice so you don't mess up your records. For the other direction, from Express Invoice to Inventoria, it is automatic and "instant" (though I've noticed a lag time of up to a couple of days at times). I'm on a Mac as well. Inventoria 3.41 Express Invoice 3.99

Yes, it does. If you turn the computer off, nobody can access it.

If you go into Preferences/Web Access, you will see two IP addresses to access Express Invoice from the web. When you're using the same network access as the computer that has Express Invoice on it, use the Local Network Address. When you are at home or elsewhere, use the Internet (Cloud Access). Just save these two IP's as bookmarks on your Tab. Your log in will be the same no matter which one you use. Check both of the boxes for local and cloud access, then click the bar to run the routing test. I've noticed on my mac that the first time I click the bar I get an error message. I click a 2nd time and it's fine. Go figure. FYI: in the IP address, the 4 digit number after the colon is your port. I understand there is an app for the Android, but that it doesn't sync with Express Invoice on your computer, so it's best to use the web access. One note: I've noticed that the IP addresses occasionally change the number right before the port. If you can't get on one day, that's probably why. I've also noticed that it will randomly uncheck the local access box. Hope this helps!

Hi there, I posted about this in the Topic called, "Apply Payments to Invoice." I had the same problem as you. It was applying payments as partial payments instead of to the correct invoice. It was even passing over older invoices and applying to newer ones. I had tech support helping me on this but was still unable to get it to work. Then: Okay. I don't know why this worked and I'm not sure yet which is the "magic" step. But here's what I did: Go to the payment screen. Enter the payment information in the upper boxes. Double click on the amount applied in the large box for applying a payment to a certain invoice. Put in the correct amount. Zero out the others or put in the appropriate amounts. I've done those steps before. Here comes the weird part - and remember I don't know which is the ticket: Uncheck the "Show Paid Invoices" box. Recheck the "Show Paid Invoices" box. Double click on the line of the invoice you want to pay. Double click on the "Apply Payment to Invoice" bar. Click on Record payment. I successfully entered 3 payments for one customer this way and it's still showing a previous invoice as unpaid, which is accurate. YES!! Phew. Hope this helps you!

Okay. I don't know why this worked and I'm not sure yet which is the "magic" step. But here's what I did: Go to the payment screen. Enter the payment information in the upper boxes. Double click on the amount applied in the large box for applying a payment to a certain invoice. Put in the correct amount. Zero out the others or put in the appropriate amounts. I've done those steps before. Here comes the weird part - and remember I don't know which is the ticket: Uncheck the "Show Paid Invoices" box. Recheck the "Show Paid Invoices" box. Double click on the line of the invoice you want to pay. Double click on the "Apply Payment to Invoice" bar. Click on Record payment. I successfully entered 3 payments for one customer this way and it's still showing a previous invoice as unpaid. YES!! Phew. I'll go try it on some other accounts and add to this post if I figure out what the magic bullet was. =)

Hi there, I want to have a comma separate the thousands in the numbers in the Quantity column. For example, it shows 17866. I want it to show 17,866. I tried going into the description box that pops up when you add an item to the invoice and adding a comma there, but it made no difference. Any ideas?

I'm not sure, but I think the best you can do is create a format that you like and cut/paste into the personal message box when the email option pops up. I haven't found a way to change their default verbiage. Try sending emails to yourself to test them. Also, I always put a comma and my own email address in the customers email address portion of their account page. This way I get a copy of the email, too.

I haven't had a statement yet that requires 2 pages, but I think if it's doing it in the trial version, it will probably do it in the pro version. It's a nice program, but it does have some issues and tends to be pretty limited in designing the pages you print out. We've had to play with it through trial and error to get our statements, invoices, orders, etc. to turn out in a way we like them.

I have a help request in to the tech department. I'll let you know if I find a way to do it. Update March 5: The tech and I have emailed back and forth a couple of times. Still no resolution. Will keep you posted.

Hi there, Even though the payment dialog box seems to give the option of applying a payment to a certain invoice, it doesn't seem to do that. I've tried going to my open invoices list, right clicking, and following the apply payment from there, but it still doesn't apply to the correct invoices. Is there any way to get it to apply a certain payment to a certain invoice? This is very important in keeping track of what's been paid by a customer! Additionally, it's not even marking them paid in chronological order. Very confusing. Teri

I have noticed that when using the web access you can't change the invoice number when creating an invoice, only when using the desktop interface.

When I Record my invoices in Express Accounts I get a Synchronization Error - Quan. I am syncing to Inventoria. Anybody know what that is? Thanks!

I'm very new to EA and not sure exactly what you mean by your question. It shows paid, but it's not? Or it shows not paid, but it is? I have noticed that you can go to your view/invoices pop up, you can right click on the invoice and select "Apply payment," which brings up the payment pop up.

Hi there, I was able to get Inventoria and Express Accounts to sync. At least I assume so because it pulled in all my item numbers, descriptions, and prices. But here's the issue: Inventoria is great because we're able to keep track of the stock in the different locations and to have a different location for labeled vs unlabeled. For example, here are some of our locations: WWH - L (labeled) WWH - NL (not labeled) Office - L Office - NL Internet - L Internet - NL As things move we move the product around to the different locations in Inventoria. We might bring some unlabeled product from warehouse to office (WWH NL to Office NL). Then put labels on it (Office NL to Office L). Then take some of that stock and put it on the internet shelf (Office L to Internet L). I've developed forms for movement of the product so we can just input the info into Inventoria. That's all good. But. Express Accounts wants to draw from one location. Well I can't do that because the product might come from more than one location. Or one invoice might come from the warehouse while the next one comes from the internet stock. My question is: Can Express Accounts sync to more than one location from Inventoria? Or is there a workaround that won't require a lot of extra steps (read: more chances for data entry errors!)

I figured this out. For anyone else having the problem here's what I did: Go to Inventoria to Preferences/Other/Advanced Settings and click the box to allow the other programs to sync with Inventoria. Then input an authorization access code of your choice. Now go to Express Accounts to Preferences/Other/Inventoria Synchronization Settings and click that box to sync to Inventoria. Then input the same authorization code you used in Inventoria. The address is the IP that Inventoria gives you for your web access. The port is the port it gives you (the number after the colon). Click Retrieve Locations. Select your location from the drop down list. Click Update. Thanks! Hope this helps someone else!

Hi there, We've been using Inventoria and are fairly pleased with it. We're now trying out Express Accounts, but can't figure out what information it wants in the dialog box for the integration. Which is the server program? Access Authorization Code? Address or IP of server program? I assume it means the web access IP given in Inventoria? Port# used by server program? I assume the port used by Inventoria? Location name for business profile? When I put in my registration code, the web access for Inventoria, and the port used by Inventoria, then search for locations, it comes up with "Conn." I update and it gives me an error message. Also, another question that may need a different post: If I only want to track inventory and accounts receivable, do I need Express Accounts? Or will Express Invoice do the trick? I want to be able to produce monthly reports of sales, sales by item and a past due report. Thanks!