Customer

New Customer

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

macOS invoice new button
macOS invoice new customer

Modifying / Deleting Customer

Press the „Customers” button on the toolbar and select the required customer by clicking on it. Press either the „Modify” or „Delete” buttons. A customer can also be opened for modification by double-clicking on it.

macOS Invoice - Modify and delete customer
Modify and delete customer

Editing Customer

Customer editing window can be accessed at any time, even during editing a document.

macOS Invoice - Edit customer
Edit customer

Default fields on the document

The default setting options will automatically be set as soon as you dropped the Customer on the document.

Information Fields

The following fields do not appear on the document, they only provide information to us. You can search on these too..

Item

New Item

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

macOS invoice new button
macOS invoice new item

Modifying / Deleting Item

Press the „Item” button on the toolbar and select the required item by clicking on it. Press either the „Modify” or „Delete” buttons. An item can also be opened for modification by double-clicking on it.

macOS Invoice - Modify and delete item
Modify and delete item

Editing Item

Item editing window can be accessed at any time, even during editing a document.

macOS Invoice - Edit item
Edit item

Net and gross unit price

Check in the amount with which you want to calculate. This way you can avoid rounding errors. Press enter or the „Refresh” button next to the amount after you have typed it in. The software will automatically tell over calculate the amounts.

Currencies

The price is relative, it will convert to other after setting the actual currency on the document; therefore it can be viewed as any currency until then.

Information field

The following field does not appear on the document, it only provides information to us. You can search on this too.

  • Other

Only a single item / service

It can occur that it is not practical to save every single item/service. We suggest that you add an item which you can always drop on the document and then modify it's title, price, etc.

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

Storno Invoice (Cancellation Invoice)

New Storno Invoice

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

macOS invoice new button
macOS invoice new storno
Storno invoice

What good is it?

If you would like the sequential numbers of invoices to be in order, do not delete any of them; use this function instead. With it's negative amount lines the Cancellation Invoice will make the amount of the Invoice which is required to be cancelled, zero.

Editing

The procedure of editing corresponds with making an invoice. For details see the Invoice page of the help.

Invalidating an invoice contained in Dragon Invoice

Choose the invoice required to be invalidate from the document list. The list will only show the potential invoices. The referenced serial number of the selected invoice will appear on the new storno invoice and in the header editor.

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macOS invoice storno header
Storno invoice header

Invalidating an invoice NOT contained in Dragon Invoice

Create a new empty storno invoice by choosing the menu "Toolbar + button / storno invoice"

Drag and drop in the customer and items, then enter the serial number of the invalidated invoice in the header editor.

Estimate, Purchase Order, Credit Note, Delivery Note, Pro forma

New document

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

macOS invoice new button
macOS invoice new document
Estimate, Purchase Order, Credit Note, Delivery Note, Pro forma

The procedure of editing corresponds with making an invoice. For details see the Invoice page of the help.

Reports

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

macOS invoice new button
macOS invoice report
Report

The following reports are available

  • Invoices
  • Invoices by Tax
  • Invoices by Customers
  • Invoices by Items
  • Estimate list
  • Purchase Order list
  • Credit Note list
  • Delivery Note list
  • Pro forma list

The following parameters are customizable

  • Period interval
  • Filter by date, fulfillment, due date
  • Sort by ascendant or descendant order
  • Beginning and end of serial number
  • Currency
  • Method of payment
  • Invoices, e-Invoices
  • Paid, unpaid

Reports settings

Click on the header and set the required parameters.

macOS invoice report settings
Report settings

Reports print

You can save the reports in PDF format by clicking the printer on the Toolbar.

macOS invoice report print
Report print

Report of a customer and an item.

Drag in a customer or an item in Reports view and you will immediately see its report.

macOS invoice report customer
Report one customer
macOS invoice report item
Report one item

Templates

Nice, clear-cut, carefully planned reports can be created with Dragon Invoice.

macOS invoice report 1 macOS invoice report 2
macOS invoice report 3 macOS invoice report 4
Templates

Calendar

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

macOS invoice new button
macOS invoice calendar menu
Calendar

By clicking on the highlighted days you can see the invoices made that day on the leftward list.

You can analyze date and due date. For example, you can see which invoices will be soon expired by selecting the due date.

macOS invoice calendar
Calendar - Day selected

Preferences

Press "New" on the toolbar and select the Preferences menu.

macOS invoice new button
macOS invoice preferences menu
Preferences

Here we start the usage of the invoicer software. The following main groups can be found in the preferences.

  • Invoice Book
  • Currency
  • Supplier
  • Templates
  • Customers
  • Items
  • Invoice serial number

Invoice Book

Here you can change Invoice Book and can also rename it.

More than one Invoice books can be created with the same VAT number. For example, one can be used only to store invoices with one’s native currency while the other to store invoices with foreigner curreny.

There are 5 Invoice books. Deleting can't be done.

macOS invoice preferences invoice book
Invoice Book

Currency

Here you can add currencies and associated formats. First one from the left is the default currency. More than one currency will be needed if you are creating a multi-currency invoice.

macOS invoice preferences currencies
Currency

Supplier

Enter your Company data. Do not use empty lines, and try not to use too many lines also because it may not fit on the document. A maximum of 2-3 lines is optimal. You can add a line-break by pressing Enter.

macOS invoice preferences supplier
Supplier

Templates

Select a high resolution logo, find a harmonizing „Themecolor” and add a background.

If the themecolor is too light toned then a dark background will appear under the names of the columns. If you would like to remove these dark backgrounds, choose a slightly darker themecolor.

The recommended minimal size of the background is 595 x 842 pixels.

You can enter a footer text also, which will always appear on the bottom of the document.

macOS invoice preferences template
Template

Customers

Here you can set the default data for creating a new customer. There can be more than one defaults in „Currencies” and „Terms”, these will appear in the drop-down menu in the order which they were entered in here.

macOS invoice preferences customers
Customers
Customers import

The software will require the data in the order seen on the image. A fully identical named customer – if it already is in the software – will not be imported.

Properties of files that can be imported.

  • CSV file format
  • UTF8 coding
  • character used for separation is ; (semicolon)
macOS invoice preferences customers import
Customers import

Items

Here you can set the default data for creating a new item. There can be more than one defaults in „Taxes” and „Units”, these will appear in the drop-down menu in the order which they were entered in here.

Write the Tax in the way you would like it to appear on the invoice. Dragon Invoice will calculate with it – using an intelligent algorythm.

macOS invoice preferences items
Items
Items import

The software will require the data in the order seen on the image. A fully identical named item – if it already is in the software – will not be imported.

Properties of files that can be imported

  • CSV file format
  • UTF8 coding
  • character used for separation is ; (semicolon)
macOS invoice preferences items import
Items import

Invoice serial number

The prefix only applies to invoices, the rest are to any kind of documents.

macOS invoice preferences number
Number