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