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Organizer Deluxe & Organizer Pro Help Center

Question/Topic: How to start, how to print invoice?

(Invoice Organizer Pro)

Step 1: Setup your company data

  • Click Options menu command. Click Company tab.
  • Enter information about your company/organization.
  • Name, address, phone, fax, web information will be included automatically on each invoice.
invoice software, enter your company information

Step 2: Enter Customers data

  • Open Customers database.
  • Enter your customer general information.
  • The contents of the SHIP_TO and BILL_TO data fields will be included (automatically) on the invoice.
  • NOTE: CUSTOMER field should have a unique value, no customers with the same CUSTOMER value are allowed.
invoice software, enter clients

Step 3: Enter Products data

  • Open Products database.
  • You can enter product name, price, category, type, cost, .. .
  • Category or User Fields are useful for product selection (when you create invoices), search, filter, summaries and analysis.
invoice software, enter products

Step 4: Create invoice record and print invoice

  • Open Invoices database.
  • On the File menu click New Record, you can also click New button on the Tool bar.
  • New entry form (right side) is ready to accept data entries.
  • All data field names suggest you data entries. Some fields allow you to make selections (example: CUSTOMER, ITEMS,)
  • On the File menu click Save Record to save data.
invoice software, create invoice

click Products tab, double click on the field to add products:

add/edit products window:
add products to your invoice record
Related topic: Stockroom Inventory Software/Add-Edit Items Window
(How the Add/Edit Item window works?)

Step 5: Print invoice

  • On the Print menu click Print Selected Record and then click Print Customized Documents.
  • Select invoice_form_1.htm in the Available HTML Templates.
  • Click Print to print invoice.
invoice software, invoice sample

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