Invoice

New Invoice

Press the „New” button on the toolbar and select „Invoice” menu.

macOS invoice new button
macOS invoice new 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.
macOS invoice - drag & drop click
Drag & Drop - Click

Editing Header

Click on the header in the document editing interface and the header modifying window will appear.

macOS invoice - edit invoice header
Edit invoice header

Editing Item line

Click on the item line in the document editing interface and the item line modifying window will appear.

macOS invoice - edit invoice line
Edit invoice line

Finalizing, saving

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.

macOS invoice print
macOS invoice print menu
Save & Print menu

Templates

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.

macOS invoice templates
Templates