Configuration Guide

The configuration guide allows you to change the default settings.

It requires you to register your company by inserting name, address and uploading your logo.

Initially your conpany name can be changed, however once the software has been registered, you will not be able to alter it in any way, so make sure it is correct before you register.

You will also be required to set your default country and to insert an invoice and quotation number. These numbers will update in a consecutive fashion each time you create a new invoice or quote.

Guide

From the main menu (Setup –> Configure All-Round Invoice) you can change the default settings for the software.

Main configuration screen

The top half is information about the registered company. When being in testmode, you can change Company name line 1. When the program is registered, this is fixed with the registered name.

Next Invoice no.
Here you may prime the next invoice number to be used. Each time you make a new invoice, this number is automatically increased by one.

Next Quote no.
Here you may prime the next quote number to be used. Each time you make a new quote, this number is automatically increased by one.

Autonumber customers
When not ticked you must number the customers yourself.

When ticked you will get a field for Next customer no. where you prime the next customer number to be used. Each time you make a new customer, this number is automatically increased by one.

My Default Country
The country to use when creating a new customer or when making an invoice without selecting an already created customer.

Delivery note printed with prices

Select if you wnat prices printed on a delivery note.

Freight without TAX
Tick if Freight should be without TAX.

Select Design
Select wich design to use for the invoice. The selected name is shown below the button.

Print copies of invoices

Tick to automatically print copies of the incoices. You can select how many copies to get. The shown setting means you get 1 original and 2 copies (with the word COPY printed).

Define units

The program uses units for each article on an invoice. You may f.ex. sell 12 Lb of oranges or 2 hour of labour. You may use up to 14 different units in the program.

Country specific texts and settings

Here you have the basic text to modify for your default country. If you want to change more texts or texts for other countries, please use Browse / Browse Countries from the main menu.

Terms of payment
Set standard terms of payment (may be changed for each country, customer and invoice)

This may be a regular text (without tick in ‘With date’) or a text with a calculated date. When making an invoice, the number of credit days is added to the invoice date, to form the Due date.

Method of payment
Here you tell your customer how to make the payment.

Greeting
Writes a short greeting on all invoices.

VAT No.
Enter your VAT no. Delete the text if you do not want it on the invoice.

Reminder
The text for reminder 1, 2 and 3. Pease check the suggested text and correct it, if you want another text.

Quote
A text written on a quote, telling about the conditions for this quote.

Tax value settings

Here you tell how many taxes (0-3) is being used for the default country. You must check the values and names of theese.

Special for Tax 2
This is normally calculated as a percentage of the total value without TAX. You may select it to be calculated as a percentage of the sum of total value without TAX + TAX1.

Miscellaneous settings

Invoice being created
This is a setting used for network configured editions of AllRound Invoice.
If the software is installed on a network it could have bad consequences if more than one user were able to change an invoice at the same time.