Author: handdyaccounts_help

How do I add a new client?
262 views

• Under ‘Settings’ in ‘Invoice settings’ select ‘Client details’

• The page displays a list of clients that you have saved
• To add a new client select ‘Add new client’ tab

• Enter mandatory details like ‘Client company’, ‘First name’ and ‘Country’
• Enter other details like ‘e-mail’, ‘Last name’, ‘City’, ‘Country’ and ‘Phone’.

• Click on ‘Save’ option

•  Additionally, in Create Invoice page, under ‘Client company’, select ‘Add new client’ option and enter information about new client.

Note:

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How do I change the email text that is sent to the customer?
269 views

• Under ‘Settings’ is the ‘e-mail text content settings’ which has options like

Email text sent to clients: This email text is sent to your clients along with new invoices

Resend invoice: This email text is sent to your clients along with new invoices

Payment received with thanks: This automatic email is sent to your clients after they make payment

Due date coming up shortly: This automatic email will be sent to your clients to remind them of the due date to make payment

Invoice is overdue now: This automatic email will be sent to your clients if invoice is not paid by due date

Payment received confirmation: You will get this email when your client makes the payment

New user activation email: New user activation email is sent to new users. This automatic email is sent when you add a new user within your account.

Set when to send automatic reminder and overdue messages: Automatic reminder and overdue setting.

• Depending on the task that you wish to perform, you can select a particular option.
• For an example, if you wish to acknowledge your customer for the payment that you received, select ‘Payment received with thanks’ option.

• An email template opens up with the subject line ‘Thank you for your payment’

• By default, the email will have content. Do not edit anything enclosed within “%”. These are codes for relevant invoice number, company name and so on. The relevant information will be inserted automatically into your email.
• You can edit the text outside of the coding (%) and change the message you wish to convey in the body of your email and/or the subject as required.
• If you want to edit the keyword between the %, select the keyword from the drop down list below and insert it at the appropriate places.
• Click on ‘Update’ option after you have made the required changes.

• An email will be sent to your customer
• Select ‘Restore default settings’ option to switch back to the default settings

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How do I set the number of days when the reminders are sent for my customers?
191 views

• In ‘Settings’ under‘ E-mail text content settings’ select ‘Set when to send automatic reminder and overdue messages’ option.

• You will reach the automatic reminder and overdue settings page.
• This page allows you to set when to send automatic reminder and overdue messages to your customers.
• You can make your entry in the ‘Set when to send automatic reminder messages’ and in the ‘Set when to send automatic overdue messages’ tab.
• If you enter the value as 0, then the reminder emails will not be triggered.

• After making the necessary entry, click on ‘Save’ option

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How do I add new taxes?
226 views

• In ‘Settings’ under ‘Invoice settings’ choose ‘Tax details’ option

• Select ‘Add tax’ option

• A dialogue box opens up and you can add ‘Standard Tax’, ‘Group tax’ or ‘Tax over tax’.

• When you choose to add ‘Standard tax’ another dialogue box opens up asking you to enter ‘Tax name’ and ‘Tax %’.
• Enter CST in ‘Tax name’ and 4 in ‘Tax %’ box. Select ‘Save’.

Note:

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How do I add new products one at time or upload in bulk using an Excel spreadsheet?
242 views

• In ‘Settings’ under ‘Invoice settings’ choose ‘Product/service item details’ option

• List of products that you have added and saved will appear. Select ‘Add new item’ option to add a new item to the list.

• In the ‘Add new item’ box that opens up, enter information like ‘Item name’, ‘Rate’, ‘Quantity’, ‘Unit’ and ‘Description’. Click on ‘Save’.

• In ‘Settings’ under ‘Invoice settings’ choose ‘Product/service item details’ option.

• The add item menu opens up

• Select ‘Sample Import File’ option. This will enable you to download and save the sample products and categories file.

• Open the saved file. Spreadsheet opens up allowing you to enter the products name and description. You may start making the entry from row #3.

• Having made the necessary entry, save the spreadsheet and close.

• Select the ‘Import Button’. The Import dialogue box opens up asking you to choose a file to attach. Select the file that you saved on the desktop and click on ‘Save’. You will land on a page where you can view if the file is uploaded or not.

• The respective file with the products and items that you saved opens up as follows.

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