If set to an existing numbering group, invoices of this new Inv Prefs type will be numbered in that sequence. When you are adding a new Inv Prefs entry, you have the choice of setting the Invoice numbering group to “-use this preference-“or to an established numbering group name such as Invoice and Estimate from the previous example.

In the Estimate preference record, the Invoice numbering group is set to Estimate which stores the pref_id for the Estimate record (3) in the index_group.

In the Invoice and Quote preference records, the Invoice numbering group is set to Invoice which stores the pref_id for the Invoice record (1) in the index_group for both the Invoice and Quote records.

The index_group column specifies pref_id of the si_preferences record that controls the numbering for invoices.įor example, say we want invoice types Invoice and Quote to use the same sequence and Estimate to have its own sequence. In the si_preferences table, the pref_description column specifies the different types of invoices. With master_2020, the ability to set and maintain new numbering schemes is built into the Inv Prefs screens. Note that prior to the master_2020 version, the si_index table was manually maintained. This information is determined via the Inv Prefs menu link under the Settings tab. The invoice types are defined in the si_preferences table and the numbering information is in the si_index table. SimpleInvoices has the ability to use different numbering sequences for different invoice types.

Invoice payment line 2 value: This is where you can specify the payment line 2 value ie.

Invoice payment line 2 name: This is where you can specify the payment line 2 name ie.

Invoice payment line 1 value: This is where you can specify the payment line 1 value ie.

Invoice payment line 1 name: This is where you can specify the payment line 1 name ie.

Invoice payment method: This is the where you specify how you would like the customer to pay you, ie Cheque/money order/electronic funds transfer/etc.Normally used to define payment terms etc. Invoice detail line: This is the text that appear under the details/footer heading.Invoice detail heading: This is what will appear as the heading of the footer/details section of the invoice.Invoice wording: This is the invoice wording – ie if you enter Quote – in the Manage Invoices screen it’ll say Quote in the invoice type field and through that invoice it’ll say quote instead of invoice ie.Invoice heading: This is the heading of the invoice.Currency sign: This is the currency symbol that will be used.Description: This is the name of the set of preferences.The Invoice Preferences is where you can set the various preferences of your invoices. The new tax rate will now be available when creating a new invoice.Fill in the required fields and click the Insert Tax Rate button.To add a new tax rate select from the Option menu Insert New Tax Rate.To edit an existing tax rate select the edit button next to the tax rate and in the edit screen update it with the new information and click the Save Tax Rate button.This will now display all the available tax rates in SimpleInvoices.To view the default tax rates select Manage Tax Rates from the Option menu.SimpleInvoices has the ability to setup and define tax rates any and all of these various tax types. In some countries (USA, Australia, England, New Zealand, etc.), there are taxes on sales normally called Sales Tax, GST(goods and services tax), or VAT (value added tax).Now when you create an Itemized Invoice you will be able to select this product.Once in the Insert Product screen fill in the required fields and click the Insert Product button.In the main page click on the Insert Product button.Note that products are only available when you create an Itemized Invoice.light bulbs or services such as an accounting service charge per hour/PC repairs/etc… It can be anything you wish to sell and invoice – physical item ie. A product can be any item that you wish to appear in the Itemized Invoice.Now when you create an Invoice you will be able to select this customer.Once in the Insert Customer screen fill in the required fields and click the Insert Customer button.In the main page click on the Insert Customer button.

Now when you create an Invoice you will be able to select this biller.Once in the Insert Biller screen fill in the required fields and click the Insert Biller button.In the main page click on the Insert Biller button.Open up SimpleInvoices in your browser (normally.A biller is the name and details of the person creating the invoice, ie you or your company.The first steps in using SimpleInvoices is to setup the base information, that is billers, customers, products, tax rates, and invoice preferences

Simple invoices with working reports