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.