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Teri

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Everything posted by Teri

  1. Teri

    Error

    I have found that sometimes EI seems to have some bizarre behavior. I wonder if somehow this customer started with a balance other than zero? When you looked at the INFO tab, was there anything in the beginning balance field? If it is zero, you'll probably have to contact support for this.
  2. Teri

    Error

    Yes, if you have an unallocated payment out there it could affect the balance one way or another.
  3. Teri

    Error

    What version of EI are you using? Are you working from the main computer or the web access? Double check your payments for the customer to make sure they were applied properly. Is it possible it took $10 of the payments and applied it to another invoice of theirs? EI can be tricky when applying payments, especially when they are applied to invoices that are out of order, as when a customer pays a newer invoice before an older one for some reason. Did you start before Jan 1 of this year? If so, try running a statement from when you started to see a longer history of credits and debits to their account. From the main computer, go to the customer profile and click on the INFO tab. This will show you what the current customer balance is. Does this agree with the statement? Are you sure all of the payments were entered correctly? Did an operator error occur? Hope this helps!
  4. You can generate a "receipt" by printing an invoice after you have applied the payment. When you do this, the invoice prints with a red "PAID" at the top. It does not give any payment information. The receipt option is for a non-invoiced cash sale. Alternately, you could print a statement for the customer after the payment is applied. This will show the payment info that you have put in the Reference field in the payment dialog box. Hope this helps!
  5. I don't know what to tell you to do, but I have seen other people complain that when their EI gets a lot of info, it runs slowly. Teri
  6. The syncing between EI and Inventoria was the reason we stopped using Inventoria. We did a lot of double checking and playing with it and found we couldn't count on it being consistent. Sometimes it would account for it almost instantly, sometimes it took a week, and sometimes not at all. We have a pretty complicated inventory with different locations, which may have been part of the problem. If your inventory isn't too vast, I would suggest double checking the actual physical inventory before and after deleting an invoice to be sure it is accounting for it. Or, make a dummy invoice, record the inventory level in Inventoria, delete the invoice, and see what happens to Inventoria. Teri
  7. EI is designed to be used on one computer and the web access is how other people can use it, too. It will not sync between installed copies on 2 different computers. It would indeed be wonderful if installed versions could sync. I find the installed version much more user friendly than the web access. My assistant has to use the web access and she's constantly complaining about it. We make do because there's just not that much out there for a Mac that is reasonably priced.
  8. I found that frustrating, too. But if your invoice numbers are sequential, then they will automatically be sorted by date. We started by using our own invoice numbering system, but ran across your problem. Now we just let it automatically number our invoices for us. I have not come across any way to significantly change the format of the statements. Teri
  9. That's a strange problem and might require tech support. What version are you using? Are you on a Mac or PC? Are you using the main computer or the web access? Do you select "record" when you finish an invoice? Is there any chance that the invoices were actually deleted by someone? Do you add the new customer in the add customer section of EI, or just type them into the invoice? The best way is to use the add customer section. Do you keep printouts of your invoices? Have you done an EI backup that can be restored?
  10. Hi Val, Do you have your PC at the warehouse turned on with EI running and the web access turned on? When you click on the web access icon along the top of the main screen (on my version), it will ask you if you want to turn on the web access. If it's not on, nobody else can access it. I have trouble occasionally accessing it from home. You have to watch the address. It tends to change unexpectedly. I have an assistant that uses EI from the local web access (the main is on my computer). A common question I hear is, Okay, what number are we today? The last time I tried accessing it from home it didn't work. I haven't had a chance to explore why this time. You might also make sure your PC didn't go to sleep. That seems to affect it sometimes. Hope this helps! Teri
  11. Do you create a customer before invoicing them? We always do that first, rather than just entering info into the fields of the create invoice box. That would solve the problem of what's in the SHIP TO field, as it will be whatever is in the customer's info. Have you unchecked the box SAME AS BILLING? If it is checked it will automatically fill in what is entered into the BILL TO field. Perhaps if you save your invoice with it checked or unchecked (whichever is the opposite of what you have now) it will default differently? Is this default of 4 hours in the create customer box or the create invoice box? You could also try re-setting it by removing the SHIP TO field from your invoice layout. Save your changes, then add it back into the layout. What version are you using and what OS?
  12. Are you talking about the terms for payment time? You enter that information when you create a new customer. It can be found in the OTHER section from ADD NEW CUSTOMER when using EI on your main computer. On the web access, enter your customer info, then go to ADDITIONAL OPTIONS on the bottom of the form to enter payment terms. From here, when you select a customer, it will use your predetermined time for that customer. As to how to make it blank, I don't know of a way to do that. Mine defaults to 30.
  13. When creating a new customer, if you uncheck the box before you enter the address you don't have to delete the duplicated address. This is from the main computer, not the web access. I am using v 3.99 on a Mac. As to the Billing and Shipping placement, I go to Preferences (Options) / Invoice Layout / Style. From there, scroll down to the Text Block Positioning section. There are drop down options for placement. In my version, I can choose to put the Bill To and Ship To addresses on either the right or left. The placements were very persnickety and I had to play with them a bit to get them to line up the way we wanted them. Hope this helps!
  14. Can you explain your question a little more? Do you mean on a statement? What version are you using? Mac or Windows, desktop or app?
  15. It's probably a version thing. I'm using 3.99 on a Mac. What version are you using DrStrange?
  16. I am using version 3.99 on a Mac and I do not have that branding in my emails. I can't say that I'm overly pleased with the default format of the emails, but it does not advertise for NCH. There is a place to register Express Invoice when you've purchased it. On the Mac, it is a menu item under EXPRESS INVOICE.
  17. Nicole, When you have Express Invoice on one computer, it is your host. You turn on web access from that computer for other ones to access it. You do not install Express Invoice on the other computers. If you do, it will not sync with your host one. In your PREFERENCES, go to WEB ACCESS. This will provide check boxes for local and internet access. Basically, anyone on your local network (in your office or home) uses the local. They would put that Local Network address provided into their browser's address bar and then log in with the user name and password you have provided them. Anyone not in your local office or home would use the Internet address in their browser's address bar. You can provide user names and passwords in the WEB ACCOUNTS portion of the PREFERENCES. When you click ADD, it will pop up a box that gives you a place to give them a user name and password, as well as determine what kind of access they can have in Express Invoice. Hope this helps!
  18. Teri

    Rate Code

    Can you explain this a little more? I don't see a "rate code box." Do you mean the item code when entering an item for an invoice? Is this from the host computer or web access?
  19. You can change the title of the heading, but you have to realize it will change it globally. In other words, it's not from that point forward. If you go back and print an old invoice, you will need to change the heading title to what is appropriate for that invoice. If you deal with different situations, you may need to change it on a per invoice basis. Another option would be to create a second business (similar to someone who wants to use multiple currencies) to handle units. If you want to charge for both on the same invoice, you might need to get creative for a heading title. This column is your multiplier so it has to exist. I haven't tried it, but you may be able to leave the heading blank and use the description to label units or hours. You change the title by going into PREFERENCES, then INVOICE LAYOUT, then CONTENT. At the top you will see a drop down box for INVOICE TEXT ITEMS. Select the Quantity Column Title and put whatever wording you want in there. Hope this helps!
  20. When you make a change to your invoice design, it will carry through to all past invoices, but I haven't seen a way to make a global change to specific info such as customer zip codes. Even though it can be frustrating, it's a good thing! What if the customer moved and you needed to change the zip? You wouldn't want it to go back and change all the previous invoices.
  21. Go to PREFERENCES, then INVOICE LAYOUT, then CONTENT. In this box you will see a drop down for Invoice Text Terms. You can select TOTAL TITLE and enter anything you want in the box, such as you "only." Hope this helps! Teri
  22. My version of EI (3.99 on a Mac) does not have Reports --> Sales Tax Report as an option. The best I can find is to do an Invoices report and have it sort by Tax. Fortunately for us we don't have a lot of sales tax, but it would be an issue for someone who does.
  23. On the main computer, if you go to APPLY PAYMENTS (Command + Y), you will get a box that displays payment options. Select your customer and you will see all of their invoices displayed. If you only want to see the invoices that are outstanding, uncheck the box at the bottom that says, show paid invoices. In this dialogue box, enter the payment information at the top. Then double click on the applied amount to adjust as needed. Make sure you adjust the other applied amounts as well since it may or may not default correctly. Click the apply payment to invoice bar, then the record button. You can also access this list from the customer list, by selecting a customer. The PAYMENT icon will light up at the top when you do. Click on that. the invoice list, by selecting an invoice. The PAYMENT icon will light up again. In my version 3.99 on a Mac, I have to verify every time I apply a payment that is not going toward the oldest outstanding invoice. See this thread for more information on that: http://nch.invisionzone.com/index.php?/topic/20867-apply-payment-to-invoice/ I don't really see a way to be able to do the above with the web access. It doesn't want to give you a list of the invoices. Hope this helps! Teri
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