Preferences
Press "New" on the toolbar and select the Preferences menu.
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.
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.
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.
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.
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.
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)
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.
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)
Invoice serial number
The prefix only applies to invoices, the rest are to any kind of documents.