Sections:
Converting old data
Making new groups
Making new invoices
Creating invoices
Saving data
Converting old data

Invoice Builder will automatically convert your old data when you open an old file. However, Invoice Builder can only convert data that was made with version 1.1 or later. If your old data file is especially large, it may help to give Invoice Builder more memory.

To open an old data file, select "Open..." from the File menu. If the file needs to be converted, the save dialog box will appear. Name the new file, then click Save. The converting dialog box will appear. Depending on the option you choose, Invoice Builder will place the invoices in different groups. "Organize by Name" is the preferred option.

After converting, the Browser Window will appear with a list of all the groups and invoices. To edit information for a group, click on the group and click the "Open" button. Any changes made in the group window will affect the group's invoices.

To open an invoice that is inside a group, click the disclosure triangle to the left of the group name. Then, select an invoice and click the "Open" button.
 
 
Making new groups

To create a new groups, select "New Group" from the "Invoice" menu. To place an existing invoice inside a group, drag that invoice onto the group icon. To make a new invoice inside a group, select the desired group and choose "New Invoice..." from the "Invoice" menu.
 
 
Making new invoices

To create a new invoice, select "New Invoice" from the "Invoice" menu. To make a new invoice inside a group, select the desired group and choose "New Invoice..." from the "Invoice" menu. To add entries to an invoice, open the invoice and click "Add". Then fill out the fields located on right-hand side of the invoice window.
 
 
Creating invoices

Before creating an invoice, you must set up a default format for that invoice. Select "Edit Preferences..." from the "Edit" menu. Then, click "Formats". Select the default format and click "Edit...". Be sure to select a stationery file to use for creating invoices. The stationery file must be a Word 6 or Word 98 file. If you want to make your own stationery file, edit the included "Invoice Stationery" file and save it under a new name.

After setting up your format options, you can create an invoice. Open an invoice and click "Create Invoice...". To create multiple invoices, select all the desired invoice in the Browser Window and select "Create Invoices..." from the "Invoices" menu.
 
 
Saving data

To save your data, click the "File" menu and select "Save". Note that your data is automatically saved when you quit. Also, you can set Invoice Builder to automatically save your data at a preset interval. Select "Edit Preferences..." from the "Edit" menu. Make sure the "AutoSave" check box is selected and drag the slider to set how often you want Invoice Builder to save your data.