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- Allows you to build a database of all the items you normally
sell, including description, unit of measure, unit cost, and
manufacturer. Simply double-click any item and it is instantly
added to your document. Items can be added
"on-the-fly", so you can start being productive right
away!
- "One-time" items can be added to a proposal, plus
stock items can be modified after being selected, without
changing them in the stock list.
- Stores all your customer and destination addresses for re-use.
You only need to type them in one time; from then on out you
simply select from a drop-down list. If you are using our "ShareCon"
name & address program, 1 Form Proposal-Invoice will even
use it's data directly! It also automatically stores misc. info
such as payment terms, authorization names, FOB points, job
numbers, and more in easy to use drop-down lists.
- Includes a system to record partial payments on invoices. For
example, you issue an invoice for $500.00, but the customer only
sends you $250.00 and begs for more time. With this new feature
you can record the partial payment and issue a new invoice which
reflects the payment and balance due. (Note that you can also
use this to show down payments already received on
acknowledgements, the value of something to be traded on a
proposal, etc. )
- Saved documents can always be recalled later on for
re-printing, general reference, or to be copied and used as the
basis for similar new documents. The saved Proposal / Invoice
list can be sorted by number, date, vendor, destination, ship
date, or amount with one mouse click; no more rooting through
file cabinets to find things!
- Includes two tax fields to accommodate Canadian GST and PST
(or other systems). Both tax fields can be re-named to suit
local practice.
- Customize the appearance or orders by changing the font, an/or
adding your own company logo graphic.
- Sends your documents as great-looking .html formatted email.
Your customers see exactly what you see within the program - no
attachments!
- 1 Form Proposal Invoice can either be installed on a single
machine and store it's data locally, or installed on multiple
machines and use a shared data directory.
- The program may be freely evaluated for thirty days, to make
sure it meets your requirements.
- Minimum
System Requirements: 486 processor, 8 MB RAM, Windows 95,
Microsoft Internet Explorer 4.01 (or better).
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