Invoice Software Manual

02. Getting started

You have installed the All-in-One Invoice Software on your workstation: If installed in the default directory, you will find the software in C:\Program Files\SMS Software\Invoice Software. When you run the application for the very first time, you will be asked to:

1. Create a New Inventory first: If click YES, an empty inventory is created in the selected folder. If the NO button is selected, you must Browse for a valid Default Inventory. Then, either choose the default file InvoiceSoft.sms03 in the application directory or open an existing file. The All-in-One Invoice Software Files are of type *.sms03.



2. Enter Company Info: You will be required to enter the Company Information plus the Sales Tax Rate, Sales Notes and Sales Payment Terms.



3. Set a Default Employee for Invoices: Every time you create a new Invoice, the employee will be defaulted to your selection. You can do this then or later. If need to set a default employee, you will have to enter the employee detail first. To do so, click on the New Record button (the button with a Plus Sign on it): An Employee popup will appear where you can enter the detail.

Other useful links:

01. All-in-One Invoice Software
02. Getting started
03. Setting Up for Multiple Users
04. Adding Items
05. Manage Payment Methods
06. Managing Customer Information
07. Creating Invoices
08. Managing Customer Payments
09. Manage Shipping
10. Reports
11. Export Data to CSV
12. Backup Database
13. Reset Sales
14. Tips and Techniques