Teri

There are a couple of different ways to add a discount. I work from the main computer, not the web access, so can't readily tell you exactly how to do this on the web access. When you add an item, you can tell it to discount that item. In this case it will show the unit price, the discount, and then the total with the discount. After adding an item, you can click on "Add discount." This will give you several options. You can add a line by line discount for specific items, a fixed discount for the whole invoice, or a % discount for the whole invoice. If you select one of the ones for the whole invoice, your customer will see the subtotal of each item not discounted, then the discount, then the total. In my version, you need to be careful where in the invoice process you add the discount. For example, if you add 2 of an item that adds up to $50, then click on Discount and add a 10% discount to the whole invoice, it will show a 2nd line item of a discount for $5 in the next line. Then if you add 4 of another item that adds up to $100, then add another Discount of 15%, it will show a 4th line item of Discount 10%, but it will be off everything added so far, less the previous discount! So the 2nd discount would be for (+$50, -$5, +$100) * 10%, or $14.50. So watch that you don't double discount your items accidentally! Moving the items after the fact does not change the amounts discounted. I don't know that there's a way to actually show a subtotal of everything on the invoice before applying a discount, just the subtotal of each item. At least not on my version. Make sure you have checked the "Show Discount Column" box in your preferences/options. Hope this helps! Teri

You could add it as a line item, but I know of no way for it to automatically add an outstanding balance to an invoice. Invoices generally don't do that because they are supposed to be tied to a specific job. You can issue a statement for the customer that shows outstanding balances. Teri

Which version are you running? Mac or PC? I am running it on a Mac and found the invoice set up to be very touchy. I had to play with the settings in the preferences layout sections to get everything to line up to where it wasn't going into the next line. You can also change the font size which would help with that problem. Also, if you go into Invoice Layout / Content, you can rename most of the titles. I don't think you can get rid of the qty column. It will automatically take away other columns that we may not use for a particular invoice, such as discount or tax. But you're pretty much stuck with Qty. Even if you go into the add item dialogue box and delete the quantity, it will still default to putting a "1" there. Just one of the idiosyncrasies of the program. Other people have requested the option to remove it, so maybe a version someday will do that. Unfortunately, you have to purchase a new version, you can't just upgrade. Overall, this is a neat little program. Get used to the little things it does. Play with your settings. Hope this helps! Teri

I'm sorry but I am unable to understand what you are asking because of the english. To my knowledge, in order to accomplish what you have in your example, you would need to add one tax as a line item and the other as a tax. Teri

It looks like you're adding taxes? You would go into your preferences or properties and set up the taxes from there. Then you can select from a drop-down list when you make the invoice. if you want to add one before shipping costs, you can add the first as a line item, just like any other product. Teri

Hi there, I'm really not sure what you're asking. If you want to add a discount, click on "Add Discount" from the main computer. Or, if you're using the web access, select "Discount" from the drop down items list. You can select whether the discount is for the whole invoice or just one line item.

Did you try double clicking on the applied amount on the invoice line and zeroing it out?

Unless they've changed things in the new version, go to PREFERENCES, then REGIONAL, then CURRENCY DIGITS. Select the one with the thousandths place. Teri

I assume your version is registered? If not, it might be that it is a registered feature. You probably need to file a support ticket. If you do and find out the answer, please post it here so other people will know what to do.

I'm not sure how to solve your problem as we don't use multiple companies, but wanted to note that we always put the customer's email address, then a comma, then our own email address in the email field of the customer info screen. This way, we will get a copy of whatever is sent to a customer. Teri

I don't have that version, but I would suggest looking at the checkboxes above to see if there is something checked or unchecked that would affect your note comment area, though I didn't see anything in my version that would make the box grey out. Also, perhaps your margins are set in such a way that there is no room for a comment? Just thinking out loud here.

You can change the tax rate in your preferences to "no tax." This should remove it from your invoice.

In the view invoices screen, there is a row of icons at the top of the page. One of these is "Save." You should be able to do it from there. If not, you need to contact support about the issue. Is your version registered yet? If not, that could perhaps be why.

I've never tried to print a price list from Express Invoice. We use Excel to do that because we can make it interactive and easier to read. In looking at it, I think a way around it would be to utilize the inventory feature. If you have put in inventory amounts for each of the items, you can print out an inventory report. It lists each item that EI manages inventory for, the quantity in stock, and the value. The value is the price of the item, not the total value of the stock on hand. That report is printable. Hope this helps! Teri

Hi there, I am using v 3.99. Unless they've changed something, there isn't a way that I know of to accomplish what you want. We needed to do the same thing and ran into the exact same troubles. We finally gave up and just went with the sequential invoice numbers. Teri

There is a mail merge feature with EI. Here is the online manual page for it: file:///Applications/ExpressInvoice.app/Contents/Resources/help/mailmerge.html If that link doesn't work, go to your help tab and select Express Invoice Help. From there you can select Mail Merge. I haven't used the feature, but it's there. If you set up your doc as an envelope, you should be able to accomplish what you want. Hope this helps!

There you go! Welcome to the world of Express Invoice!

From the main computer where the program is installed, select "View Payments." Select the payment for which you want a receipt. Along the top of the box you'll see an option to email a receipt. Click on that and follow the prompts. If you are working from the web access, you can view the payments and download a pdf of the payment receipt to send to the customer. Hope this helps!

Are you using this from the main Mac computer? Or are you using the web access? I am on version 3.99. I simply go into Preferences, then General. I change the address there, click Okay, and the address changes on the invoice. Teri

Or, go into your preferences and change it in the General section. This is the address used on your invoices. What version are you using?

We do that all the time. Just create the invoice, then record it. Once you have done that, go to the invoice and select packing slip / print packing slip. Your invoice is not finalized by this action. You can still go in after the customer has received the item and finalize the invoice to send or email to them. We use version 3.99. In this version, from the main computer: Open invoice list Select customer Right click (or two finger click) Select packing slip Select print packing slip (or command s) From the web access: Select invoices View invoices Select customer Select packing slip from the options to the right of the invoice listing Hope this helps! Teri

You can add the extra email addresses in the customer info box or when you're getting ready to send an email.

Which version are you using of Express Invoice? I am on 3.99. Are you referring to the invoice list instead of the invoice report? And the payments list instead of the payments report? Have the payments been for invoices that are not necessarily the oldest ones? I have found my version of Express Invoice to be very persnickety about which invoice a payment applies when I try to apply it to a more recent one if there are still older ones on the books. When you apply the payment, watch to see how much of it is applying to which invoice. You can change those applied amounts in that screen. Working in the main computer, I have found that I have to double click on the "Apply Payment to Invoice" bar, making sure the correct invoices are highlighted. Then click OK. Double check to see where it applied in your invoices list. If it did it wrong, you have to go back to payments, delete that payment, and do it again. Hope this helps! Teri

We tested Express Accounts but decided not to use it. I'm pretty sure it comes with Express Invoice, so it would be redundant to purchase both. Here is the page that answers that specific question: http://www.nchsoftware.com/accounting/kb/1551.html It is in their FAQ part of the Express Accounts info page. Have you been testing in your company name? If not, you could start another company, which would have everything start at zero. If you have, you can delete all the entered info, but I would recommend you double check Inventoria to make sure everything returned to zero, or to the beginning levels of your inventory.

Unfortunately, that doesn't surprise me. I really like Express Invoice, but it does have some bizarre behavior. Sometimes in my office we'll just scratch our heads wondering if we did something or if EI went bonkers again. But it's affordable, does a decent job, and is one of the few options out there for a Mac.