How do I choose an Invoice Stationery file?
To select what Invoice Stationery file you want to use, select "Edit Preferences..." from the Edit menu and click on the "Formats" button. Select the format you want to assign the stationery file to (usually "Default Format") and click "Edit...". Click on the "Choose..." button located below the "Name" text box. Note: If you're new to Invoice Builder, select the file named "Invoice Stationery" or "Invoice Stationery 2" located in the Invoice Builder folder. If you'd like to customize the included stationery files, see "How do I change my Invoice Stationery file?" below.

How do I change my Invoice Stationery file?
To change the Invoice Stationery file you want to use, select "Edit Preferences..." from the Edit menu and click on the "Formats" button. Select the format you want to change (usually "Default Format") and click "Edit...". Click on the "Choose..." button located below the "Name" text box. Note: If you're new to Invoice Builder, select the file named "Invoice Stationery" or "Invoice Stationery 2" located in the Invoice Builder folder. If you'd like to customize the included stationery files, see "How do I make a custom Invoice Stationery file?" below.

How do I make a custom Invoice Stationery file?
To make a custom Invoice Stationery file, select "Edit Preferences..." from the Edit menu and click on the "Formats" button. Select the format that has the Invoice Stationery file you want to edit. Click "Edit...". Click on the "Edit" button located below the name of the stationery file you want to edit.

After Microsoft Word opens, you can make any change you want (except for deleting the main table). When you're done, choose "Save" from the File menu.

If you want to create multiple Invoice Stationery files, duplicate the provided "Invoice Stationery" or "Invoice Stationery 2" files (by selecting them in the Finder and choosing "Duplicate" from the File menu) and edit them. You should not make an Invoice Stationery file from scratch.

You can insert or remove tags from your Invoice Stationery. Invoice Builder merges your invoice data with the tags when it creates the invoice. These are the tags you can use:

<groupname>
<invoicename>
<address>
<phone>
<fax>
<email>
<comments>
<number>
<startdate>
<enddate>
<invoicedue>
<invoicehours>
<previousbalance>
<paymentreceived>
<totalbalancedue>

How do I make creating an invoice go faster?
To speed up the process, select "Edit Preferences..." from the Edit menu and click on the "Formats" button. Select the format that your invoices use. Click "Edit...". Click on the "Tags" button on the left side of the window. Uncheck all the tag checkboxes that are not included in your Invoice Stationery file. For example, the "Invoice Stationery 2" file that is included with Invoice Builder uses only the <invoicename>, <address>, <previousbalance>, <paymentreceived>, and <totalbalancedue> tags. So, if you were using that file, only those tags would be checked in the Edit Format dialog box.

Other Tips:
Make sure both Invoice Builder and Microsoft Word have enough memory.
Make sure the "Show Word while creating invoices" box is unchecked in the Preferences dialog box.