Press the „New” button on the toolbar and select „Invoice” menu.
The following two functions are determinative while making a document in Dragon Invoice Software.
- Usage of the „Drag & Drop” function, i. e. „Hold and Move”. From the list, drag the customer, item or document to the right.
- In order to edit a document click on the header or the item line.
What happens with the dragging in?
- Customer will appear on the header and will set the default data assigned to it.
- Item will be added to the document as a new line.
- Document the whole content of the document will be added, including the header(?) and item lines(?).
- Template changing the template changes the appearance of the document.
Click on the header in the document editing interface and the header modifying window will appear.
Editing Item line
Click on the item line in the document editing interface and the item line modifying window will appear.
Choose the printer button on the toolbar. Afterward choose the required action in order to finalize, or save it as a draft. For security reasons, e-mail sending only works with the „Mail” software.
After pressing the printer button on the toolbar choose „Templates” menu. The templates will appear on the leftward list. Drag and drop the required one as usual.
You can get detailed information on templates int the "Templates" section of help.