How do I open an existing file?
To open any invoice data file, select
"Open File..." from the File menu. Select any invoice data from and click
"Open." If the file is from version 1.1 or later of Invoice Builder, it will be
converted to the new format.
How do I save a file?
Invoice Builder saves your invoice
data file automatically when you quit the program, when you change the
password, and during AutoSave. You can also select "Save" from the File
menu. To set the amount of time Invoice Builder waits between AutoSaves,
select "Edit Preferences..." from the Edit menu. Drag the AutoSave slider
to the right for a longer interval; left for a shorter interval.
How do I get info about a file?
To get file and invoice information
about any open invoice data file, select "Get Info" from the File menu.
The file totals box shows the totals for the selected category.
How do I password-protect a file?
To protect a data file, select "Get
Info" from the File menu. Click on the "Password..." button. Check the
"Password-Protect" box. Then, type your password into the "Password" and
"Verify" box. To remove a password, uncheck the "Password-Protect" box.
Once a file is protected, you will be required to enter a password whenever
you try to open the file.
How do I set my preferences?
To set your preferences, select "Edit
Preferences..." from the Edit menu. There are three different panels of
preferences (General, Formats, File Actions). To switch panels, click the
appropriate button.
General Preferences:
Formats define how an invoice will look when it is created in Word. Each group or invoice can have it's own format. To edit an existing format (to change the Invoice Stationery file, for example), select the format and click "Edit...". To add a new format, click "Add". To delete an existing format, select the format and click "Remove".File Actions:
Invoice Builder can run an AppleScript whenever a certain action is performed. Check the box next to any action and select an AppleScript to run. See the "Example Applescripts" included in the Invoice Builder folder for more info.