gtim

You can check transacations by clicking on a row in the report preview. Program will open a new window with transactions.

Mick,

Could you tell your Windows version (server side and also client side) and Browser version.

Thanks.

This is not a bug. FAQ: Is it possible to apply payment to an invoice ?

Express Accounts uses an account based payment system where payments are applied to the customer's account - not to a specific invoice. This makes it able to handle advance payments or payments without specified invoices much better. When you receive a payment the payment is applied to a customer not a specific invoice. You can however enter a soft cross-reference between a payment and invoice. This is for reference and easy of use only and is optional.

And there is "Payment Ref" column, that is a soft cross-reference between a payment and invoice. But this is just soft reference. Payments are applied to a customer not a spcified invoice

From the FAQ: Is it possible to apply payment to an invoice ?

Express Invoice uses an account based payment system where payments are applied to the customer's account - not to a specific invoice. This makes it able to handle advance payments or payments without specified invoices much better. When you receive a payment the payment is applied to a customer not a specific invoice. You can however enter a soft cross-reference between a payment and invoice. This is for reference and easy of use only and is optional.

And there is "Payment Ref" column, that is a soft cross-reference between a payment and invoice. But this is just soft reference. Payments are applied to a customer not a spcified invoice

Sorry to have to ask this but .... when i save my invoices as recurring they wont send then it says 0 invoices generated ... can some please tell how to set this up? thanks

You could click on "View recurring invoices" at the left pane and then select an invoice and press "Schedule" button. At this dialog you could check start date for the invoice.

It's possible to add a discount for each item in your order. You should check "Do not show discount column for invoices/orders/quotes" at the Optoins->Other dialog

Can someone please help - how do I locate emailed invoices - it obviousely gets stores somewhere other that "sent items" in my email account. The software sys saves as customer or client email, but where is it??

 

Regards

Derek

Those invoices will be recorder and you can find them if you click on "Open Invoices List" at the left panel.

From the FAQ: Is it possible to apply payment to an invoice ?

Express Accounts uses an account based payment system where payments are applied to the customer's account - not to a specific invoice. This makes it able to handle advance payments or payments without specified invoices much better. When you receive a payment the payment is applied to a customer not a specific invoice. You can however enter a soft cross-reference between a payment and invoice. This is for reference and easy of use only and is optional.

And there is "Payment Ref" column, that is a soft cross-reference between a payment and invoice. But this is just soft reference. Payments are applied to a customer not a spcified invoice

From the FAQ: Is it possible to apply payment to an invoice ?

Express Accounts uses an account based payment system where payments are applied to the customer's account - not to a specific invoice. This makes it able to handle advance payments or payments without specified invoices much better. When you receive a payment the payment is applied to a customer not a specific invoice. You can however enter a soft cross-reference between a payment and invoice. This is for reference and easy of use only and is optional.

And there is "Payment Ref" column, that is a soft cross-reference between a payment and invoice. But this is just soft reference. Payments are applied to a customer not a spcified invoice

If you click on open invoices in the new version 3.25 the status column is now removed.

 

This was handy to know if an invoice was open or paid. Can this please be put back

 

Graham

From the FAQ: Is it possible to apply payment to an invoice ?

Express Accounts uses an account based payment system where payments are applied to the customer's account - not to a specific invoice. This makes it able to handle advance payments or payments without specified invoices much better. When you receive a payment the payment is applied to a customer not a specific invoice. You can however enter a soft cross-reference between a payment and invoice. This is for reference and easy of use only and is optional.

And there is "Payment Ref" column, that is a soft cross-reference between a payment and invoice. But this is just soft reference. Payments are applied to a customer not a spcified invoice

Hm.

1. You can try to use another software to re-size Invoice Window (for example MercuryMover)

2. You can use web access in order to record Draft invoice as a normal invoice...

Another soultion is:

It might be something massed up with his preference plist file.

Go to /Users/USER_NAME/Library/Preferences/ByHost/ and open com.NCH Software.ExpressInvoice.001b63abeadd.plist file. the number 001b63abeadd might be different on each mac.

Then, change InvoiceWindow/Height to , for example, 564.

Or, you can just simply delete this file and restart ExpressInvoice to force it regenerate the file with all initial values.

it might be obvious but I'm in a hurry and for some reason my macbook is not showing the bottom of the invoice form so i have to save them as drafts and can't figure out how to get them into invoices. I can see them but not how to change them.

Hm.

1. You can try to use another software to re-size Invoice Window (for example MercuryMover)

2. You can use web access in order to record Draft invoice as a normal invoice...

1. You can uninstall/re-install software, so it will delete all information.

2. Just delete "C:\Documents and Settings\All Users\Application Data\NCH Software\ExpressInvoice\" directory (Under XP)

3. All the steps above will completely reset the software, but you can also change just starting invoice numbers - go to the Options->Invoice and change Invoice Number...

I am also having the same problem. I have the program on different location in and outside of my office and I cannot view or retrieve any information from the web links at different locations. Please post the answer if you have found the solution to this problem.

Have you checked Your firewall settings ? And you should also check settings for your local network hub.

Hi folks

Anybody tell me how to insert multiple sales persons so that one can select from the pull down window?

 

Regards

Derek

Just add new Sales Person at the Customer's "Other" settings tab. Then you can select sales person from the pull down list.

I tried this using version 2.05

I filled in a New Invoice form and chose 'Save as Draft'.

Now I can't find how to retrieve it to send it out.

Where are drafts stored?

Thanks.

You should select "Draft" in the "Display Invoices" combobox at the right side of the Invoice List dialog ("Open Invoice List").