Quick Help File Links

 
SliQ Help File Quick Links
 
Quick links to help file topics:
 

Item

Help Link

Attachments

Managing Attachments

Backups

Creating a Backup

Restoring a Backup

Automatic Backups

Backing up Custom Templates

Carriage/ Delivery Showing Carriage/ Delivery/ Shipping Charges

Companies

Creating a Company

Opening a Company

Saving a Copy of a Company

Credit Notes

Raising a credit note.

Adding your company logo

Customer Details

Storing Customer Details

Exporting Customer Details

Importing Customer Details

Customer Statements

Customer Statements

Viewing a Customer Statement

Data Exchange

Exported Customer Details File Format

Importing Customer Details

Exporting Customer Details

Exported Product Details File Format

Importing Products & Discounts

Exporting Products & Discounts

Delivery Notes

Printing a Delivery Note

Saving a PDF of a Delivery Note

Discounts

Specifying a Discount

Setting a Discount on a group of items

Setting an overall discount for an invoice

Emailing

Troubleshooting Email Problems

Methods of Sending Emails

Editing Email Templates

Exporting to Excel

Exporting Reports to Excel

Exporting Customer Details to CSV/ Excel

Invoices

Raising invoices

Listing invoices - showing unpaid invoices

Recording customer payments against invoices

Raising a new copy of an old invoice

Adding your company logo

Showing a PAID watermark on a fully paid invoice

Product Invoices

Service Invoices

Recurring Invoices

Using SubTotals to group items

Setting a Discount on a group of items

Setting an overall discount for an invoice

Invoice Template Designer

Template Editor

Renaming a Template

Copying a Template

Deleting a Template

Payment Terms

Choosing payment terms

Product Details

Storing Product Details

Purchase Orders

Raising a Purchase Order

Editing a Purchase Order

Quotes

Writing a quote

Raising a new copy of an old quote

Converting a quote into an invoice

Adding your company logo

Service Quotes

Product Quotes

Reminders Sending Invoice Reminders

Reports

Generating Reports, e.g. how much are you owed?

Stock Control Stock Control

Suppliers

Suppliers

Setup

Choosing a Template/ Style

Business Details Options

Preview & Logo Options

Payment Terms Options

VAT Rates & Tax (non UK/ EU) Options

Currency Options

Standard Customer Messages

Managing standard customer messages for quick use when raising invoices and quotes

Password Protection

Setting a password on a company file.

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