Jump to content

Units - pieces vs hours


Recommended Posts

  • 2 weeks later...

Hi, When in this same situation, I solve this problem by being creative in my wording in the 'Description' column. The 'Unit Price' column heading stays the same whether for service/hours & widgets/units. The 'Qty' column then is appropriate for both hours & units. Does this assist? Or are you wanting a different outcome? Cheers

Link to post
Share on other sites

Yes, thank you, but it's the heading at the top of the column that I'm not able to change. Having it say "Hrs" when I want it to say "Qty" doesn't give me much of a chance to be creative in my description. It makes the otherwise professional-looking invoice look stupid. Right now, the "Hrs" heading is only appropriate to "Hrs". I want to change the heading. Any ideas?

Link to post
Share on other sites

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!

Link to post
Share on other sites

Recently, my computer had to be serviced and in doing so, my invoices and all data were completely wiped out. I am attempting to format my invoices all over again from scratch. My software (I purchased the software months ago) is currently version 4.32 and what I am noticing is that, much like DrStrange above, I cannot edit the column titles at all. When I used my program before, it was just as Teri stated...I went to preferences, etc and it all worked out very well. Now, however, I have noticed that there is NO Preferences selection tab. There is an Options tab which allows me to customize some things however there is nothing for Invoice Layout or Content or even Invoice Text Items. I cannot customize my columns on the invoices at all. It looks the 4.32 version may be an updated version of what I actually purchased but I don't know and looking through my receipt and registration emails, it does not list the initial version I purchased. I hope that I have explained this in an understandable way and that someone can suggest an easy solution for me. My business is suffering without these invoices. If there is no known solution, would I be able to delete the program from my computer completely and reinstall using my same registration codes? Would that help? Thanks for any and all assistance!

Link to post
Share on other sites

Problem is, now that my trial period has expired, I can't test anyone's "solutions". I was having the same difficulty as Jeaniet -- there was not a Preferences>Invoice Layout>Content with a dropdown menu option. So I guess I'm removing the trial version, and will continue using Moon Invoice on my iPad and Macs.

Link to post
Share on other sites

Well, I uninstalled my paid version that I purchased in November, reinstalled and re-used my registration key that was accepted just fine. The newly installed program still does not have the Preferences>Invoice Layout>Content menu option anywhere within the program. I don't understand why its not there. I bought this program for my business because it worked so well for our company's needs. Now it is not. I really don't know what else to do.

Link to post
Share on other sites

Found it! Maybe it's a difference between Mac and PC. I'm on a Mac, and this is where I found it:

 

Go to Preferences (either the gear icon, or from the Mac menu bar.

Preferences>Invoice>Invoice Text

Then using the drop down menu next to "Invoice text items" you can select the item you need to change, and change it.

 

There really is no Preferences>Invoice Layout>Content -- at least on the version of ExpressInvoices on my Mac. But there is, after "unfocussing" my literal "following-of-orders", Preferences>Invoice>Invoice Text.

Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...