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Simply Software
Based in the UK
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Online Videos Best viewed in 1024 x 768 or higher
Please note: In some videos, it seems that after entering information, Simply Invoice finds or calculates the information automatically. This is not always true. In some instances the user is pressing the 'Enter/Return Key' after typing in information. For example in the 'Get customer details quickly', 'Pay an invoice' and 'Change quantities and delete rows' videos.
Please note: To update the total in quotes, invoices or purchase orders after changing the quantity, just press the Enter/Return key. Change the quantity then hit the Enter/Return.
How to...
Misc- Edit your header layouts Click Here (NEW FEATURE) Create and then open a new/blank database Click Here Create a new user with restrictions Click Here
System settings screen- Setup system settings Click Here Insert your own business logo Click Here
Invoice screen- Create a new invoice (Way 1 - None USA Customers Only) Click Here (ORIGINAL) Create a new invoice (Way 2 - None USA Customers Only) Click Here (NEW FEATURE) Create a new invoice for an existing returning customer Click Here Create a new invoice (USA Customers Only) Click Here (NEW FEATURE) Invoice print preview Click Here Notice out of stock invoice items Click Here Change quantities and delete rows Click Here Pay an invoice Click Here Change invoice coupon text Click Here (NEW FEATURE) Give an invoice a percentage discount Click Here (NEW FEATURE) Email an invoice to a customer Click Here (NEW FEATURE) View cost and profit in an invoice Click Here Customers on stop in quotes and invoices Click Here Print preview and print invoice payments list Click Here Add extra text to an invoice Click Here (NEW FEATURE)
Quotes screen- Get customer details quickly Click Here Use the quote profit meter Click Here (NEW FEATURE) Using a quote template Click Here (NEW FEATURE) Convert a quote into an invoice Click Here
Items screen- Creating an item category and sub category (Way 1) Click Here Creating an item category and sub category (Way 2) Click Here Enter new stock item Click Here Edit stock item and view print preview Click Here View item details Click Here View current stock value Click Here View stock list Click Here Update all sell prices by using their cost price as a guide Click Here (NEW FEATURE) Import your own stock via a CSV file Click Here (NEW FEATURE)
Contacts screen- View customer account payments Click Here View customer account statement Click Here (NEW FEATURE) View customers unpaid invoices Click Here (NEW FEATURE) Export filtered contacts to a CSV file Click Here (NEW FEATURE) Popup customer notes in Quotes and Invoices Click Here (NEW FEATURE) Put a customer on stop Click Here Add customer using the Royal Mail online postcode database (UK Only) Click Here (NEW FEATURE) View customers location using Google maps Click Here (NEW FEATURE)
Sales and Purchases screen- View unpaid invoice list Click Here View filtered accounts Click Here View selected month daily sales Click Here (NEW FEATURE)
Purchase Order- Receive and then lock a purchase order Click Here
More videos coming soon
If only all invoicing software was this simple to use |







