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Everything posted by Teri

  1. They send you an email with your key code to put in the registration field. Did you check your spam/junk folder?
  2. I don't know of any way to recover it unless you did a backup before you deleted it.
  3. If you right click on the invoice in the invoice list, you can select Show Log. This will show you what has been done with the invoice. You may also be able to see what was sent in the Sent folder of your email program. Hope this helps!
  4. Teri


    Are you using a registered (paid for) version?
  5. You should submit a support ticket for this. In my version (5.01) I am able to save invoices to pdf, whether paid or not. In fact I do it all the time since EI doesn't want to play nicely with my email.
  6. Go to Tools/Import from CSV and follow the prompts. I have not needed to do it, but the option is there.
  7. If you have something (your lump sum) that has a price, though, you can add the small items as comments. They don't have to have a price.
  8. It's been quite a while since we tried using those two together, but I recall having to have just one of the locations synced with Express Invoice. We made a location called "Sales" which was synced. We then had to transfer product from say "Warehouse Q" over to "Sales." We ended up giving up on trying to use them together. As much as we really really wanted it to work, it just could not be relied on to sync properly. Most of the time it would work, but once in a while it would glitch out and not sync something properly. Unless you're watching every little thing it does, you'd never know if it worked or not. We couldn't tolerate software that we couldn't trust to do it right. I often consider going back and trying it again, but I just don't know if I dare.
  9. I can't answer that question. =) I can only tell you what may help in the context of a forum. I'm just a user of the program, not an employee of NCH. Do you have the same problem with other programs?
  10. The difficulty is with your 4K monitor. You'll need to change your DPI for it. You can also go into the control panel and change the size of your text. If you put "Text Size" into your start search, it will take it to the place where you can do that. Try scaling it up over 100%. You can try enlarging your screen by zooming in, but changing your system settings would be better.
  11. If you check the box at the top of the page of receipt options that says, "Use small size for printed receipts" you should no longer see the item column.
  12. A credit note or credit memorandum (memo) is a commercial document issued by a seller to a buyer. The seller usually issues a credit memo for the same or lower amount than the invoice, and then repays the money to the buyer or sets it off against a balance due from other transactions. I don't know if this would apply in your case. I'm not sure if EI allows you to apply it towards an Order or not. But it would be worth playing with to see if it would work in your case. It basically applies a credit to the customer's account. But that might get messy when it comes time to close the invoice. I don't think you can apply a payment to a customer's account. EI is pretty invoice driven so it might not know where to put that money in the end. That all being said, if you're accepting money from a customer, though, you should probably have an invoice for at least the portion that they paid. You just really need to think about how you want EI to work for you in your particular business situation and what will make your books the most transparent and streamlined.
  13. I would explore using a credit note.
  14. It is a one-time purchase, not a subscription - no annual fee. However, you don't automatically get the new versions. Your version will update, though, if that makes sense.
  15. Did you get a registration key? The download is the free version and when you enter your registration number it becomes the Paid version.
  16. What version are you running? By any chance, when you go into Options and go to the Invoice/Text section, are there entries in the Text column next to the appropriate headings? If there aren't it may show nothing.
  17. I also noticed as I was making an invoice this morning that when you record the invoice there is an option to Set Recurring along the top when it pops up your preview.
  18. You can do recurring invoices and recurring statements. To do an invoice, you would select "Save as Recurring" in the Record drop down menu when you create the invoice. Then there is an option to Run Recurring Invoices from the Tools section of your menu bar. To do a statement, there is an option to run automated statements on the sidebar. This will pop up a box asking if you want to email or print them. I have no need to do either so I can't speak from experience on this one, but I have briefly explored these features. For more help, go to your Help menu and look at the User's Guide. Here is a link to that: http://help.nchsoftware.com/help/en/expressinvoice/win/index.html Hope this helps!
  19. Unfortunately, you can't. The ones in the invoice table will auto adjust to some extent. But the ones in the header section won't. For us, one of the problems was that the Customer PO# field would go into 2 lines. We did a workaround by making a custom field that we just call "PO #". We just don't use the one labeled "Customer PO#".
  20. Go to the Options section. Select Invoice. In the second section, you will see the checkbox for "Print Due Date." Uncheck this box. Hope this helps!
  21. The best way to put in a feature request is to go to your HELP menu. Select "Send improvement suggestion or feedback" and follow the prompts.
  22. Are your Page Layout settings correct? You can set the size of paper to A4, Letter, or Legal. This is found in Options / Page Layout. What version are you using? We had a similar problem with the packing slip. We filed a support ticket. It turned out to be a glitch in the program. They fixed it and issued an update and sent us the link. Might have something to do with your Custom Field. Have you tried printing one without the custom field?
  23. Put in a suggestion for an improvement by going to Help/Send in Improvement Suggestion or Feedback. That would be a good option to have. A similar nice feature would be to be able to select an item from the Items List and see everyone who purchased one of them. That can be done from Inventoria. Unfortunately we have found that Inventoria and EI don't play nicely for us. Other people have had no problems, though.
  24. No, there's no way to search in the way you're hoping. You can search your list of invoices, but only for the fields that are displayed in the list. I have not tried this, but you could perhaps change the title of "salesperson" to "PO#" and enter it there. You would do that in Options/Invoice/Text. Just a thought.
  25. In my experience that's not possible. What we did to get around that was start the item code with a certain letter. For example, all retail items start with an "R" and all wholesale with a "W." Then we use the letters after that in the same way. All spelt starts has an "S" next, emmer has "E", etc. Hope this helps! Teri
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