Posts Tagged ‘Screenshots’

Thursday, February 18th, 2010 / von Schorsch

PDF Templates – Estimates without total

Whether estimate, shippingnote or order confirmation, there are few situations where it is requested not to show the total in a generated PDF. For this cause you have now a little check-box with a big effect.

Checkbox in template settings to hide total and carrry-over

While hiding the total also the subtotal and the carry-over to next page of your document are hidden if you choose this option in your template settings. Existing pdf templates do, of course, show the total as usual, for cases where you do not want to hide the total, for example on your invoice-pdf-templates.

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Monday, February 15th, 2010 / von Schorsch

DTAUS Export for invoices and credit notes

The annoying typewriting of transfer informations of invoices or credit notes has an end. Now you are able to create a DTAUS-Export for both document-types to import in your banking-software.

New Export DTAUS

NOTE:

The DTAUS-Format is only available for German Banks and Accounts. Further only Dokuments are exported which do contain the complete Bank-Data of your Client. And it is necessary that your company account is filled with correct informations. Check also the intern FAQ-Area.

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Friday, May 22nd, 2009 / von Schorsch

Creating reminders

With todays update reminders are available in SalesKing. Reminders are created from existing invoices. The Link for that is placed in the details of the invoices.

Invoice sidebar - Reminder

Within the reminder settings you can access three reminder-steps where you can define for each step the due-date, the title, the pre and after text and the reminder-fee. If you do not wish to set a reminder-fee, for example for the first friendly reminder just do not fill the field.

Details Payment Reminder

The Details oft the reminder do not differ to invoices, credit notes etc. on first sight. But in the Template you can easily see the differences because there are no to which taxes, no quantity or reductions. The Reminder just has two blocks: first the invoice-data the reminder is tied to and the reminder-fee, if setted.

With your own pdf-templates you are able to modify your reminder for example you can show your client the next official steps when creating the third reminder.

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