On the login screen, enter your Email address along with the password you set up for the Web Account, and click on the Login button. This is the link you will share with other users to log in from other computers (local) or remotely (public). This information can also be found as a link on the Web Access tab of the Options dialog. Enter the Express Invoice computer's IP address and the port number (96 by default) into a browser address bar (e.g., ).Click on the Web Access icon in the toolbar from the main screen of Express Invoice. Then, you can log into Web Access through a browser using any of the following methods: Note that any resizing should be done only from larger size to smaller size to avoid distortion of your logo.Web Access - How to Log On to Web Access To access the logon screen for Web Access, you must have first set up at least one Web Account (see Options~Setting Up Web Access). In the Logo Height field, enter the height, in inches, you would like the invoice to appear on your invoices, and the logo will be adjusted according to the appropriate aspect ratio to fit. Logo Image File field, click the browse button, browse to your image file location (the file must be in jpg/bmp/gif format), and open it. To add a logo, click the Options icon in the main toolbar, and click on Business Tab. You can add your company's business logo to quotes, sales orders, invoices, and reports you print or save as pdf. This page also allows you to control whether certain headings show, if Paid or Overdue watermarks are printed, whether you want include a remittance slip with the invoice, and many other options.įor more information about the Invoice page, see the Options~Invoice topic in this manual. For example, if you want the Quantity heading in the items list to say Hours, you would change it here. The Invoice page is where you should look if you want to change the wording on the invoice. There are also invoice templates you can select from, or completely customize your own invoice.įor more information about the Invoice Styles page, see the Options~Invoice Styles topic in this manual. The Invoice Styles page is where you can add color, adjust the font and font size, add borders, and adjust the placement of certain blocks of text around the invoice. The Page Layout page is where you specify settings that affect how the invoice will appear on the page, including paper size, margins, and if you need to position the billing and shipping address for windowed envelopes.įor more information on the Page Layout page, see the Options~Page Layout topic in this manual. Click the Options icon in the main toolbar, and you'll see sidebar links for the Page Layout, Invoice Styles, and Invoice pages: Page Layout To change the way an invoice looks and the content it contains, there are three settings pages that allow you to control the layout, content, and style of your invoices. You will be able to change certain labels, include foot notes to your customers, and add your business logo, add color and borders, among other options. General - Customizing Invoices Express Invoice allows you to customize invoices to suit the needs of your business.
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