• Upgrade Prices

  • Sync not Working?

    Using iCloud your data is secure, you will not loss data using cloud.
    You will get back last updated data from cloud.

    Here is first steps for data loss issue:
    Please make sure few things:
    1) You have selected same data storage in both devices, you can check it from:
    App Settings >> data storage.
    2) You are using same iCloud id in both devices.
    3) Same default company should be selected in both devices.
    If all things are proper and still persist with same problem then try by restarting your device in which you are facing sync problem.

    If still issue there try this:
    Sometimes sync stops working because of data conflict issue in multiple device.
    Restart your device and after restarting wait for some times.
    Still you are not getting data then please try by clean local cache, you can clean local cache it by following below steps:
    1). App settings >> Delete All Data >> Clean Local Cache
    2). After clean local cache, please wait for some time so app can fetch fresh data from iCloud.

  • How can you transfer your Moon Invoice data to Moon Invoice Pro?

    Ans: You can transfer using 2 ways:

    1) Go to Moon Invoice app >> Settings >> Backup & Restore >> New backup
    —> Now click on That back up and click on “Restore to Pro” button it will redirect to Moon Invoice Pro to transfer your Moon Invoice data to Moon Invoice Pro version.

    2)
    For macOS Devices:
    i) Go to Moon Invoice app >> Settings >> Backup & Restore >> New backup >> Save that backup file in your system.
    ii) Open Moon Invoice Pro App. >> Settings >> Backup & Restore >> Restore from external file >> Choose backup file which you have taken from Moon Invoice >> Restore

    For iOS Devices:
    i) Go to Moon Invoice app >> Settings >> Backup & Restore >> New backup >> Save that backup file in your system.
    ii) Put backup file in Moon Invoice Pro app document directory using iTunes.
    ii) Then Open Moon Invoice Pro App  >> Settings >> Backup & Restore >> Choose backup file which you have taken from Moon Invoice >> Restore

  • What is the difference between “MacOS Full Version (1 Company)” & “MacOS Unlimited Companies Add-on”?

    Buy MacOS Full version (1 company) is full use of an app with 1 company registration only.

    Buy Mac OS Unlimited Companies add-on is to add multiple companies in app.

    This is for the convenience of use that is any user wants only 1 company, then user need not to pay more.

  • Is iOS and MacOS needs to purchase separately?

    Yes, you have to purchase both separately. The iOS and MacOS Moon Invoice pro are different apps.

  • What are the different purchases available inside Moon Invoice Pro app?

    There are 3 types of purchases available, so that you need not to pay more for full use of an app and can use app as per your requirement.
    1) Buys MacOS Full Version for 1 company :- It will allow you to use full app with 1 company registration.
    2) Buy MacOS unlimited companies Add-on :- If you want to use full app for multiple companies, then you can go for this package.
    3) Buy MacOS Dropbox Sync (multi-users) :- For syncing your Moon Invoice pro data with dropbox then you need to purchase this package

    This package also allows to sync data between multiple dropbox account.
    For this you need to follow following steps for DropBox sync work with multiuser :-

    Notes :- These above purchases are also in iOS version of MI pro app.

  • All General

  • How to Create Invoice?

    There are two options for creating new Invoice:
    1 :  From customer details screen select New Invoice, it will create new invoice for particular customer directly.
    2 : From toolbar click on + button and select invoice.
    On selecting any of this two options it will open new invoice page, in that you can fill information like:

    1 .0 : Customer Details:
    1.1 : Here you have to select customer from customer list or you can add new customer or import from device contact.
    1 .2 :Address
    1 .3 :You can fill billing and shipping address.

    2.0 : Invoice Details:
    2.1 :Here you can set Date, Due Date, Invoice number, P.O. number, PDF sub title, Currency.
    2.2 :You can also set Shipping method and Shipping cost, Discount in % or amount and also set apply discount before tax or not.
    2 .2 :Also select Recurring option for Invoice.

    3.0 : Tasks:
    In task section you can enter multiple task at a time by selecting from task list which will open on clicking “Add Task” button.
    3.1 :You can also manually enter task one by one by entering values to task name, hour and rate.
    3.2 :You can select maximum two taxes for each task by click on “select tax” button and can add new task by selecting “+” button.

    4.0 : Products:
    4.1 :In Product section you can enter multiple Products at a time by selecting from Product table which will open on clicking “Add Product” button.
    4.2 :You can also manually enter Product one by one by entering values to Product name, quantity and unit price.
    4.3 :You can select maximum two taxes for each Product by click on “select tax” button and can add new Product by selecting “+” button.

    Notes and Terms:
    1 : You can add notes and Terms and condition in related field.

    After fill above details click on Save button, it will save invoice.

  • When Sync is not working ?

    Please make sure few things:
    1 : You have selected same data storage in both devices, you can check it from:
    App Settings >> data storage.
    2 : You are using same iCloud id in both devices.
    If all things are proper and still persist with same problem then try by restarting your device in which you are facing sync problem.

    Please send us email from share feedback so we get all required info from there.
    You can get share feedback from: app settings >> share feedback.

  • How to create Expense?

    There are two options for creating new expense:
    1 : From vendor details screen select New Expense, it will create new expense for particular vendor directly.
    2 : From toolbar click on + button and select expense.

    1.0 : On selecting any of this two options it will open new expense page, in that you can fill information like:
    1.1 : Vendor Details: Here you have to select vendor from vendor list or you can add new vendor or import from device contact.
    1.2 : Expense Details: Here you can set Date, Expense number, Category, Payment Type, Tax.
        1.2.1 : You have to enter expense amount.
        1.2.2 : Also select Recurring option for expense.
    2.0 : Description:
    2.1 You can add description in this field and also attach image file.

    After fill above details click on Save button, it will save expense.

  • How to create Credit Note?

    There are two options for creating new Credit Note:
    1 :  From customer details screen select New Credit, it will create new Credit Note for particular customer directly.
    2 : From toolbar click on + button and select Credit Note.
    On selecting any of this two options it will open new Credit Note page, in that you can fill information like:

    1 : Customer Details:
    1.1: Here you have to select customer from customer list or you can add new customer or import from device contact.
    1.2: Address
    1.3: You can fill billing and shipping address.
    1.4: Credit Note Details:
    1.4: Here you can set Date, Credit Note number, PDF sub title, Currency.
    1.4: You can also set Discount in % or amount and also set apply discount before tax or not.

    2 : Tasks:
    2.1: In task section you can enter multiple task at a time by selecting from task list which will open by clicking “Add Task” button.
    2.2: You can also manually enter task one by one by entering values to task name, hour and rate.
    2.3: You can select maximum two taxes for each task by click on “select tax” button and can add new task by selecting “+” button.

    3 : Products:
    In Product section you can enter multiple Products at a time by selecting from Product table which will open by clicking “Add Product” button.
    3.1: You can also manually enter Product one by one by entering values to Product name, quantity and unit price.
    3.2: You can select maximum two taxes for each Product by click on “select tax” button and can add new Product by selecting “+” button.

    Notes and Terms:
    You can add notes, Terms and condition in related field.

    After fill above details click on Save button, it will save Credit Note.

  • How to create Purchase Order?

    There are two options for creating new P.O.:
    1 : From vendor details screen select New P.O., it will create new P.O. for particular vendor directly.
    From toolbar click on + button and select Purchase Order.

    On selecting any of this two options it will open new Purchase Order page, in that you can fill information like:
    1.1 : Supplier Details:
    1.1.1: Here you have to select vendor from vendor list or you can add new vendor or import from device contact.
    1.1.2:Address
    You can fill billing and shipping address.

    1.2 : P.O. Details:
    1.2.1 :Here you can set Date, P.O. number, PDF sub title, Currency.
    1.2.2 :You can also set Discount in % or amount and also set apply discount before tax or not.

    1.3 :Tasks:
    1.3.1 :In task section you can enter multiple task at a time by selecting from task list which will open on clicking “Add Task” button.
    1.3.2 :You can also manually enter task one by one by entering values to task name, hour and rate.
    1.3.3 :You can select maximum two taxes for each task by click on “select tax” button and can add new task by selecting “+” button.

    1.4 :Products:
    1.4.1 :In Product section you can enter multiple Products at a time by selecting from Product table which will open on clicking “Add Product” button.
    1.4.2 :You can also manually enter Product one by one by entering values to Product name, quantity and unit price.
    1.4.3 :You can select maximum two taxes for each Product by click on “select tax” button and can add new Product by selecting “+” button.

    Notes and Terms:
    You can add notes and Terms and condition in related field.

    After fill above details click on Save button, it will save Purchase Order.

  • How to Create Estimate?

    There are two options for creating new Estimate:
    1 :  From customer details screen select New Estimate, it will create new Estimate for particular customer directly.
    2 : From toolbar click on + button and select Estimate.

    On selecting any of this two options it will open new Estimate page, in that you can fill information like:
    1.1 : Customer Details:
    1.1.1: Here you have to select customer from customer list or you can add new customer or import from device contact.
    1.1.1: Address

    You can fill billing and shipping address.
    1.2 : Estimate Details:
    1.2.1 : Here you can set Date, Estimate number, PDF sub title, Currency.
    1.2.2 : You can set Shipping method and Shipping cost, Discount in % or amount and also set apply discount before tax or not.

    1.3 : Tasks:
    1.3.1:In task section you can enter multiple task at a time by selecting from task list which will open on clicking “Add Task” button.
    1.3.2: You can also manually enter task one by one by entering values to task name, hour and rate.
    1.3.3: You can select maximum two taxes for each task by click on “select tax” button and can add new task by selecting “+” button.

    1.4 : Products:
    1.4.1: In Product section you can enter multiple Products at a time by selecting from Product table which will open on clicking “Add Product” button.
    1.4.2: You can also manually enter Product one by one by entering values to Product name, quantity and unit price.
    1.4.3: You can select maximum two taxes for each Product by click on “select tax” button and can add new Product by clicking “+” button.

    Notes and Terms:
    You can add notes and Terms and condition in related field.

    After fill above details click on Save button, it will save Estimate.

  • How iCloud sync will work?

    iCloud Sync off: If you want to use in app local mode means do not want to sync the data then you can make iCloud to Off.
    iCloud Sync On: To Sync data over other devices make iCloud Sync On.

    When making iCloud On:
    1 : No any data on iCloud: If first time you are making iCloud On for particular iCloud account then we will first check if no any Company Data will be available then we will inform you that this device does not contain any data and make iCloud On from the device where all data upto date with (Yes | No) options.
    2 : With Data on iCloud: If there are some data available on iCloud and making iCloud to ON then we will give –> 2 options: Migrate to iCloud: It will ignore local data and fetch latest data from iCloud. Overwrite Local Data: It will ignore iCloud data and upload current device local data to iCloud.

  • How to add Signatures for my Invoice?

    You can select two different signatures for Invoice, Estimate, PO, Statement, Credit Note and Payment Receipt from the Company Info.On click signature, signature window open where you can find option for draw and import Signature.You can set Name, Title, Alignment and date option from there.

  • What is Company Details?

    You can fill information about your company like personal information of your company and you have to enter email address and select currency from currency list which will use as default for that company.

  • How expense recurring will work?

    You can generate expense automatically on selected time interval basis.
    You can also make Recurring Option [On|Off] for expense. In recurring expense there are 2 options:
    —> 1. Recurring End Date: It means till what date you want to generate recurring expense.
    —> 2. Recurring Interval: It means at what interval, expense should be repeat or generate. Recurring End Date must be greater than its expense entry date. Generate recurring expense entry date will be set according to time interval and its parent expense entry date. Recurring expense will be displayed in list when its entry date crosses system date. When editing any expense then and its entry date and in recurring detail change then it will ask for update the recurring expense. You will get notification for new generated recurring expense.

  • How invoice recurring will work?

    You can generate invoices automatically on selected time interval basis.

    You can also make Recurring Option [On|Off] for invoice. In recurring invoice there are 2 options:
    1. Recurring End Date: It means till what date you want to generate recurring invoice.
    2. Recurring Interval: It means at what interval invoices should be repeat or generate. Recurring End Date must be greater than its Invoice entry date. Generated recurring invoice entry date will be set according to time interval and its parent invoice entry date.Recurring Invoice will be displayed in list when its entry date crosses system date When editing any invoice and its entry date in recurring detail change then it will ask for updating the recurring invoices.

    You will get notification for new generated recurring invoice.

  • Companies

  • How to Share Feedback?

    You can share your feedback by selecting Share Feedback option at settings screen.

  • What will happen if I change the Company?

    If you will change the company then data will display related to selected company like Contacts, Invoices, Estimates, P.O., Credit Notes, Expense etc.

    For example: Suppose default company is “Company1” and if you make “Company2” as default company than Company1’s data will not seen in app. It will show Company2 data. You will have to select “Company1” to access its data again.

  • How multiple Company will work?

    In one company you can save data related with one business.
    1 :  Created data like Invoice,Estimate, PO for one company will not seen in other company. App will store data company wise.
    2 : You can create multiple companies without any limitation.

  • How Default Terms & Conditions will useful?

    If you enter default Terms & Conditions in Invoice, Estimate, Purchase Order or Credit Notes once in Company Info then after create any Invoice, Estimate, Purchase Order or Credit Note and Terms & Conditions will display in that.

  • How Default Notes will useful?

    If you enter default notes in Invoice, Estimate, Purchase Order or Credit Notes once in Company Info then after create any Invoice, Estimate, Purchase Order or Credit Note and notes will display in that.

  • What is Default Tax?

    If you have added default tax for task and product then when you add task/products in any invoice or other, selected tax will be applicable on that.

  • How Default Due Date works?

    Default Due Date(Payment Terms) can be selected from here for invoice.

    Default Due date of new invoice will be selected according to days selected here.

    Net on receipt should be selected for due on same day.

  • How to add Logo for my Invoice?

    You can add import logo and save it. It will display on generated pdf.

  • How to add Signatures for my Invoice?

    You can select two different signatures for Invoice, Estimate, PO, Statement, Credit Note and Payment Receipt from the Company Info.On click signature, signature window open where you can find option for draw and import Signature.You can set Name, Title, Alignment and date option from there.

  • What is Decimal Places?

    You can select up to 3 decimal places to show after the amount value, which will not affect to your actual amount.

  • What is Email Template?

    Here, you can set email template for Invoice, Estimate, PO, Credit Notes, Statement as per your requirements.

  • What is Template Style?

    While create PDF for any Invoice, Estimate, Purchase Order or Credit Note the selected template style from company info will be show as the template for PDF.

    You can select either default template or one custom template which can be used as PDF background.

    In Custom template you can import your company logo or any image as template. You can select Font Color, Line Color and Fill Color from here.
    –> Paper Size: You can select [A4 or US] paper size for PDF page. –> Scaling: Scale To Fill: It will scale Template Image and fit whole image according to PDF paper size.(Not maintain Aspect Ratio) Aspect To Fit: Scale template image and maintain Aspect Ratio and Fit template image according to PDF paper size.
    —> Aspect To Fill: It will not scale image and try to fill maximum size of image in PDF size.
    —>Horizontal Alignment: [Left | Centre | Right]
 Vertical Alignment: [Top | Centre | Bottom] —>Inside PDF Paper (As background) Template image will be set according to scaling and alignment settings.
    —>You can also select if you want full page pdf or not.

  • What is Language for format?

    To format the amount values according to your preferred language this option will helpful.

  • What is Company Details?

    You can fill information about your company like personal information of your company and you have to enter email address and select currency from currency list which will use as default for that company.

  • Contacts

  • How to add new Customer/Vendor?

    You can create new customer/vendor by clicking on “+” button in customer/vendor list.
    You can also create new customer/vendor by clicking on “+” button in toolbar and select contact and customer/vendor.

  • What is Statement?

    Statement display the customer amount of non paid and paid with Date and invoice number.

    You can also email Statement.

  • What is included in Customer/Vendor’s details page?

    From details page you can view customer/vendor’s details like :account standing, company, main contact, address.

    For customer you can create invoice, Estimate, statement, credit and add payment from Details page.

    For vendor you can create p.o., expense and statement

  • Can I use different invoices of one customer with different currencies?

    You can also create multiple invoices of one customer with different currencies.

  • How to search Customer/Vendor?

    You can search Customers/Vendors by parameters like, organization name/first name/last name of the customer from the list.

  • Can I filter Customer/Vendor?

    You can filter Customer/ Vendor according Status, Sorting Order and Sort by option.

    You can sort customer/vendor by Name, First name, Last Name, Due Amount in Ascending or Descending order.

    Customer/vendor list will be display according to selected status, sorting order and sort by option.

  • Which details I can add in Customer/Vendor?

    You can add general info for any customer/vendors like its company name, first name, last name, address, contact number, email etc.

    You can select currency and language for particular customer/vendor from Currency option. You can also add, update, delete any customer/vendor.

  • How to delete Customer/Vendor?

    While selecting “Trash Button” at left top corner of contact details, selected contacts will displayed and moved to trash first.

    Then from trash, contact can also move back to acitve and also can delete permanent with all  Invoices, Estimates, Purchase Order of that Contact.

  • Credit Notes

  • How to create Credit Note?

    There are two options for creating new Credit Note:
    1 :  From customer details screen select New Credit, it will create new Credit Note for particular customer directly.
    2 : From toolbar click on + button and select Credit Note.
    On selecting any of this two options it will open new Credit Note page, in that you can fill information like:

    1 : Customer Details:
    1.1: Here you have to select customer from customer list or you can add new customer or import from device contact.
    1.2: Address
    1.3: You can fill billing and shipping address.
    1.4: Credit Note Details:
    1.4: Here you can set Date, Credit Note number, PDF sub title, Currency.
    1.4: You can also set Discount in % or amount and also set apply discount before tax or not.

    2 : Tasks:
    2.1: In task section you can enter multiple task at a time by selecting from task list which will open by clicking “Add Task” button.
    2.2: You can also manually enter task one by one by entering values to task name, hour and rate.
    2.3: You can select maximum two taxes for each task by click on “select tax” button and can add new task by selecting “+” button.

    3 : Products:
    In Product section you can enter multiple Products at a time by selecting from Product table which will open by clicking “Add Product” button.
    3.1: You can also manually enter Product one by one by entering values to Product name, quantity and unit price.
    3.2: You can select maximum two taxes for each Product by click on “select tax” button and can add new Product by selecting “+” button.

    Notes and Terms:
    You can add notes, Terms and condition in related field.

    After fill above details click on Save button, it will save Credit Note.

  • How to print and share Credit Note?

    At bottom of Credit Note details view, there is button “Email” and “Preview and Print” where generated PDF of Credit Note can send by email or print.

  • Can I perform action on multiple Credit Note?

    You can select multiple Credit Note at a time and can perform actions like “Move to Trash”, “Move To Active”, “Delete”.

    You can also Email, Print and preview, copy multiple P.O. at same time.

  • Can I copy Credit Note?

    Yes, you can copy Credit Note from Credit Note details page.

    You can copy Credit Note as Credit Note.

  • Can I filter Credit Note?

    Yes, you can filter Credit Note by status, time and by customer.

  • Can I reorder task/Product?

    Yes, you can reorder task and product.

  • Can I add customer sign at Credit Note pdf?

    You can add signature for particular Credit Note.

    To use this signature inside PDF you must select “Customer Signature” from Company Signature 1 or 2.

    You can add signature from Credit Note details page by click on Sign button.

  • Which are the different status of Credit Note?

    Following are different status of Credit Note.
    –>Applied: When credit note amount is fully applied to any invoice.
    –>Unused: When credit note amount is not applied to any invoice.
    –>Partial: When credit note amount is partially applied to any invoice.
    –>Trash: When credit note moved to trash, it will be in trash.

  • How to delete Credit Note?

    At bottom of Credit Note details view there is button “Trash”.

    On selecting the button, Credit Note will be moved to trash first and then it can be deleted from trash or also it can move to active from trash view.

    Used Credit Notes can not be move to trash and also can not be deleted.

  • Estimates

  • How to Create Estimate?

    There are two options for creating new Estimate:
    1 :  From customer details screen select New Estimate, it will create new Estimate for particular customer directly.
    2 : From toolbar click on + button and select Estimate.

    On selecting any of this two options it will open new Estimate page, in that you can fill information like:
    1.1 : Customer Details:
    1.1.1: Here you have to select customer from customer list or you can add new customer or import from device contact.
    1.1.1: Address

    You can fill billing and shipping address.
    1.2 : Estimate Details:
    1.2.1 : Here you can set Date, Estimate number, PDF sub title, Currency.
    1.2.2 : You can set Shipping method and Shipping cost, Discount in % or amount and also set apply discount before tax or not.

    1.3 : Tasks:
    1.3.1:In task section you can enter multiple task at a time by selecting from task list which will open on clicking “Add Task” button.
    1.3.2: You can also manually enter task one by one by entering values to task name, hour and rate.
    1.3.3: You can select maximum two taxes for each task by click on “select tax” button and can add new task by selecting “+” button.

    1.4 : Products:
    1.4.1: In Product section you can enter multiple Products at a time by selecting from Product table which will open on clicking “Add Product” button.
    1.4.2: You can also manually enter Product one by one by entering values to Product name, quantity and unit price.
    1.4.3: You can select maximum two taxes for each Product by click on “select tax” button and can add new Product by clicking “+” button.

    Notes and Terms:
    You can add notes and Terms and condition in related field.

    After fill above details click on Save button, it will save Estimate.

  • How to print and share Estimate?

    At bottom of estimate details view, there is button “Email” and “Preview and Print” where generated PDF of estimate can send by email or print.

  • Can I perform action on multiple Estimates?

    You can select multiple Estimates at a time and can perform actions like “Move to Trash”, “Move To Active”, “Delete”.

    You can also Email, Print and preview, copy multiple Estimates at same time and also set status.

  • Can I copy Estimate?

    Yes, you can copy estimate from estimate details page.

    You can also copy estimate as invoice or estimate.

  • Can I set status of Estimate?

    Yes, you can set status of estimate from estimate details screen from bottom button of status.

  • Can I filter Estimate?

    Yes, you can filter Estimate by status, time and by customer.

  • Can I reorder task/Product?

    Yes, you can reorder task and product.

  • Can I add customer sign at estimate pdf?

    You can add signature for particular estimate.

    To use this signature inside PDF you must select “Customer Signature” from Company Signature 1 or 2.

    You can add signature from estimate details page by click on Sign button.

  • Which are the different status of Estimate?

    Following are different status of Estimate.

    Draft, Sent/Open, Approved, Invoiced, On Hold, Disputed, Declined, Cancelled, Trash

  • How to delete Estimate?

    At bottom of Estimate details view there is button “Trash”.

    On selecting the button, Estimate will moved to trash first and then it can be deleted from trash or also it can move to active from trash view.

  • Expenses

  • How to create Expense?

    There are two options for creating new expense:
    1 : From vendor details screen select New Expense, it will create new expense for particular vendor directly.
    2 : From toolbar click on + button and select expense.

    1.0 : On selecting any of this two options it will open new expense page, in that you can fill information like:
    1.1 : Vendor Details: Here you have to select vendor from vendor list or you can add new vendor or import from device contact.
    1.2 : Expense Details: Here you can set Date, Expense number, Category, Payment Type, Tax.
        1.2.1 : You have to enter expense amount.
        1.2.2 : Also select Recurring option for expense.
    2.0 : Description:
    2.1 You can add description in this field and also attach image file.

    After fill above details click on Save button, it will save expense.

  • Can I perform action on multiple expense?

    You can select multiple expense at a time and can perform actions like “Move to Trash”, “Move To Active”, “Delete”.

    You can also copy multiple expense at same time.

  • Can I copy expense?

    Yes, you can copy expense from expense details page. You can copy expense as expense.

  • How expense recurring will work?

    You can generate expense automatically on selected time interval basis.
    You can also make Recurring Option [On|Off] for expense. In recurring expense there are 2 options:
    —> 1. Recurring End Date: It means till what date you want to generate recurring expense.
    —> 2. Recurring Interval: It means at what interval, expense should be repeat or generate. Recurring End Date must be greater than its expense entry date. Generate recurring expense entry date will be set according to time interval and its parent expense entry date. Recurring expense will be displayed in list when its entry date crosses system date. When editing any expense then and its entry date and in recurring detail change then it will ask for update the recurring expense. You will get notification for new generated recurring expense.

  • Can I filter expense?

    Yes, you can filter invoice by status, time and by customer.

  • How to delete expense?

    At bottom of expense details view there is button “Trash”.

    On selecting the button, expense will be moved to trash first and then it can be deleted from trash or also it can move to active from trash view.

    When you move any expense to trash or delete then we will check if that expense or its parent expense has any future recurring expense and if yes then we will also ask to trash or delete all future recurring expense.

    Also same for move to active.

  • Home

  • Which reports I can see at home page?

    Here, you can view Summary Report, Quarters Report, Invoice Report, Estimate Report, Purchase Report, Product Sales Report, Product Purchase Report, Task Sales Report, Task Purchase Report.

  • Can I export Report?

    Yes, you can print as well as email the reports. Also you will able to generate it in CSV format.

  • Can I filter Report?

    Yes, you can filter report by time and customer/vendor.

    Invoice, Estimate, PO report can also filter by its status.

    Product and Task report filter by product and task name.

  • Can I see chart in Reports?

    Yes, you can see chart in both Summary and Quarter report.

  • Invoices

  • How to Create Invoice?

    There are two options for creating new Invoice:
    1 :  From customer details screen select New Invoice, it will create new invoice for particular customer directly.
    2 : From toolbar click on + button and select invoice.
    On selecting any of this two options it will open new invoice page, in that you can fill information like:

    1 .0 : Customer Details:
    1.1 : Here you have to select customer from customer list or you can add new customer or import from device contact.
    1 .2 :Address
    1 .3 :You can fill billing and shipping address.

    2.0 : Invoice Details:
    2.1 :Here you can set Date, Due Date, Invoice number, P.O. number, PDF sub title, Currency.
    2.2 :You can also set Shipping method and Shipping cost, Discount in % or amount and also set apply discount before tax or not.
    2 .2 :Also select Recurring option for Invoice.

    3.0 : Tasks:
    In task section you can enter multiple task at a time by selecting from task list which will open on clicking “Add Task” button.
    3.1 :You can also manually enter task one by one by entering values to task name, hour and rate.
    3.2 :You can select maximum two taxes for each task by click on “select tax” button and can add new task by selecting “+” button.

    4.0 : Products:
    4.1 :In Product section you can enter multiple Products at a time by selecting from Product table which will open on clicking “Add Product” button.
    4.2 :You can also manually enter Product one by one by entering values to Product name, quantity and unit price.
    4.3 :You can select maximum two taxes for each Product by click on “select tax” button and can add new Product by selecting “+” button.

    Notes and Terms:
    1 : You can add notes and Terms and condition in related field.

    After fill above details click on Save button, it will save invoice.

  • How to print and share invoice?

    At bottom of invoice details view, there is button “Email” and “Preview and Print” where generated PDF of invoice can send by email or print.

  • Can I perform action on multiple Invoices?

    You can select multiple Invoices at a time and can perform actions like “Move to Trash”, “Move To Active”, “Delete”.

    You can also Email, Print and preview, copy multiple Invoices at same time.

  • Can I copy invoice?

    Yes, you can copy invoice from invoice details page.

    You can copy invoice as invoice or estimate.

  • How invoice recurring will work?

    You can generate invoices automatically on selected time interval basis.

    You can also make Recurring Option [On|Off] for invoice. In recurring invoice there are 2 options:
    1. Recurring End Date: It means till what date you want to generate recurring invoice.
    2. Recurring Interval: It means at what interval invoices should be repeat or generate. Recurring End Date must be greater than its Invoice entry date. Generated recurring invoice entry date will be set according to time interval and its parent invoice entry date.Recurring Invoice will be displayed in list when its entry date crosses system date When editing any invoice and its entry date in recurring detail change then it will ask for updating the recurring invoices.

    You will get notification for new generated recurring invoice.

  • Can I filter Invoice?

    Yes, you can filter invoice by status, time and customer.

  • Can I reorder task/Product?

    Yes, you can reorder task and product.

  • Can I add customer sign at invoice pdf?

    You can add signature for particular invoice. To use this signature inside PDF you must select “Customer Signature” from Company Signature 1 or 2. You can add signature from Invoice details page by click on “Sign” button.

  • What is packing slip generating?

    If you do not want to display any amount related information on generated invoices,

    it will generate PDF of the invoice without including any price information.

  • Which are the different status of Invoice?

    Following are different status of invoice.
    1 : Draft: When create any invoice it will be in Draft status.
    2 : Sent/Open: When invoice sent by email it will be in Open status.
    3 : Overdue: When invoice sent to customer and due date is over, then it will be in Overdue status.
    4 : Partial: When partial payment is done for that invoice, it will be in Partial status.
    5 : Paid: When full payment is done for that invoice, it will be in Paid status.
    6 : Recurring: When recurring option is selected for invoice, it will be in recurring status.
    7 : Trash: When invoice moved to trash, it will be in Trash.

  • How to add payment to invoice?

    At Invoice details page click on “Payment Button”. Then payment window will be open and you will be able to add payment to that invoice. You can add Payment for multiple Invoices but all selected invoices must have same currency and customer.

    You can add Amount for different Invoices separately. When you will press save it will make payment for multiple invoices according to added amount in particular invoices.

    Credit Note Payment: In Payment Type list there is option to use Credit Note Payment. If you want to make payment from Credit Note then payment should be selected as Credit Note. It will display Credit Note List of same currency and customer and you can select any one Credit Note from which you want to make payment. Total amount added in all invoices payments should not be greater then total available Credit Note Amount. Used amount will be deducted from available Credit Note amount. Add new Payment Type: While making selection of Payment type you can also add new Payment type.

  • How to delete invoice?

    At bottom of invoice details view there is button “Trash”.

    On selecting the button, invoice will moved to trash first and then it can be deleted from trash or also it can move to active from trash view.

    When you move any invoice to trash or delete then we will check if that invoice or its parent invoice has any future recurring invoices and if yes then we will also ask to trash or delete all future recurring invoices.

    Also same for move to active.

  • Products

  • How to add Product?

    There are two options for creating new products:
    1 : From product list tap on + button.
    2 :  From toolbar click on + button and select products.

  • What are the different fields in Product?

    Name and item code of Product.
    1 : Buy Price: You can add Buy price of the product and this price will be used when we are using same product in Purchase Order.
    2 : Sales Price: You can add sale price for the product and this price will be used when you will select this product in Invoices, Estimates and in Credit Notes.
    3 : Unit Type: You can also add Unit Type for the particular Product. Default will be used as Quantity.
    4 : Default Quantity: You can also add default quantity.
    5 : Taxable: You can make product as taxable and non taxable.
    6 : Default Tax: You can set default taxes for particular product. So when you use same product in Invoice/ Estimates/ P.O. and Credit Note then for that item line, tax will be set according to selected product.

  • How to delete Product?

    Select product which you want to delete and click on delete button which is on left top corner in Product Details page.

  • Projects

  • How to create Project?

    There are two options for creating new projects:
    1 : From project list tap on + button.
    2 : From toolbar click on + button and select projects.

  • How to create Task?

    Select Non Project Task or other Project, in Task list page click on + button to create new task.

  • How to create Tasks for particular project?

    Select any project from project list, then at top right corner there is button with sign “+”.

    on selecting the button you can add new task for selected project.

  • How to delete Project/Task?

    You can delete by click on X sign which is at the right end in same row.

  • Purchase Orders

  • How to create Purchase Order?

    There are two options for creating new P.O.:
    1 : From vendor details screen select New P.O., it will create new P.O. for particular vendor directly.
    From toolbar click on + button and select Purchase Order.

    On selecting any of this two options it will open new Purchase Order page, in that you can fill information like:
    1.1 : Supplier Details:
    1.1.1: Here you have to select vendor from vendor list or you can add new vendor or import from device contact.
    1.1.2:Address
    You can fill billing and shipping address.

    1.2 : P.O. Details:
    1.2.1 :Here you can set Date, P.O. number, PDF sub title, Currency.
    1.2.2 :You can also set Discount in % or amount and also set apply discount before tax or not.

    1.3 :Tasks:
    1.3.1 :In task section you can enter multiple task at a time by selecting from task list which will open on clicking “Add Task” button.
    1.3.2 :You can also manually enter task one by one by entering values to task name, hour and rate.
    1.3.3 :You can select maximum two taxes for each task by click on “select tax” button and can add new task by selecting “+” button.

    1.4 :Products:
    1.4.1 :In Product section you can enter multiple Products at a time by selecting from Product table which will open on clicking “Add Product” button.
    1.4.2 :You can also manually enter Product one by one by entering values to Product name, quantity and unit price.
    1.4.3 :You can select maximum two taxes for each Product by click on “select tax” button and can add new Product by selecting “+” button.

    Notes and Terms:
    You can add notes and Terms and condition in related field.

    After fill above details click on Save button, it will save Purchase Order.

  • How to print and share P.O.?

    At bottom of P.O. details view, there is button “Email” and “Preview and Print” where generated PDF of P.O. can send by email or print.

  • Can I perform action on multiple P.O.?

    You can select multiple P.O. at a time and can perform actions like “Move to Trash”, “Move To Active”, “Delete”.

    You can also Email, Print and preview, copy multiple P.O. at same time and also set status.

  • Can I copy P.O.?

    Yes, you can copy P.O. from P.O. details page.

    You can also copy P.O. as P.O.

  • Can I filter P.O.?

    Yes, you can filter P.O. by status, time and by customer.

  • Can I reorder task/Product?

    Yes, you can reorder task and product.

  • Can I add customer sign at P.O. pdf?

    You can add signature for particular invoice.

    To use this signature inside PDF you must select “Customer Signature” from Company Signature 1 or 2.

    You can add signature from P.O. details page by click on Sign button.

  • Which are the different status of P.O.?

    Following are different status of P.O.
    Draft, Sent/Open, Approved, Closed, On Hold, Disputed, Declined, Cancelled, Trash

  • How to delete P.O.?

    At bottom of P.O. details view there is button “Trash”. On selecting the button, P.O. will moved to trash first and then it can be deleted from trash or also it can move to active from trash view.

  • Settings

  • How to Hide Hyper link in PDF?

    You can get it from:
    App settings >> PDF settings >> All >> Hide hyperlink.

  • Sync will work for all platform?

    Currently Sync is work for only iOS and OSX platform, it will not sync with other platform.

  • When Sync is not working ?

    Please make sure few things:
    1 : You have selected same data storage in both devices, you can check it from:
    App Settings >> data storage.
    2 : You are using same iCloud id in both devices.
    If all things are proper and still persist with same problem then try by restarting your device in which you are facing sync problem.

    Please send us email from share feedback so we get all required info from there.
    You can get share feedback from: app settings >> share feedback.

  • How to Share Feedback?

    You can share your feedback by selecting Share Feedback option at settings screen.

  • How Notification will work?

    You can set notification time to receive notification for recurring Invoices, Expenses and also for due Invoices.

    You can also make it Off, if do not want to receive notification.

  • How to reset PDF Settings?

    Click on the Reset button to reset all PDF Settings as default.

  • How PDF Settings will work?

    PDF of Invoice, Estimate, PO, Statement and Payment receipt as per your requirement and need can be managed from here.
    1 : Alignment of Addresses, Titles, PayPal buttons etc. can be set from here.
    2 : Vertical and horizontal line in PDF can be added.
    3 : Fields can be show and hide as per requirement.

  • How to reset App Settings?

    Click on the Reset button to reset all App Settings as default.

  • What is App Settings?

    There are options to hide few fields in detail screen of Invoices, Estimates, P.O., Credit Notes.

    Like for Invoice if Packing Slip Generator is Hide then in Invoice Print and Preview option Packing Slip Generator option will not be seen.
    If Show Due Date is set to hide then Due Date option will not available in Edit Screen of Invoice.

  • How to reset Edit Titles?

    Click on the Reset button to reset all titles as default.

  • How to Edit Titles in the application?

    Click on the Edit Button in Edit Title view, and edit the title which you want to change and click on save.

    This Edited Title will display with change in Application.

  • How to Export CSV Data?

    Customers, Vendors, Tasks, Products and Time logs of current company can export as CSV file.

  • How to Import CSV Data?

    Customers, Vendors, Tasks and Products can import from CSV file to the application.

    Select any valid CSV file from file selection window and open it. Then select proper CSV field for the selected entry field.

    Then click on Preview, here you can see the list of the data from CSV file.

    You can filter data from here and then import the data. In CSV file (,)comma separator should be there.

  • How to import/export back up file?

    Click on a backup file and from opened popup select Restore option. It will restore all data of backup file to application.

    Also find Email and Delete option for selected backup file from the pop up.

    By clicking on Restore from external file, you can import back up file and restore.

  • How Backup and Restore will work?

    Back up: It will create backup of all current data of app.

    Restore: When we restore any backup file then you can see two options:

    Replace Data: It will delete all current data and add new data from back up file.

    Append Data: It will add backup file data as new data and also current data will be remain as it is.

  • How Report type will work?

    You can select report type as Cash Based or Accural Based. Report Type will be effect in Quarter View, Line Chart and Bar Chart. Cash Based Reporting: In this report Payment Amount will be displayed according to Payment Date. Accural Based Reporting: In this report Payment Amount will be displayed according to it’s Invoice Date.
    e.g. 1 invoice with 1 Payment
    — > Invoice Date: 27th January, 2015
    — > Invoice Due Amount: 200 Rs.
    — > Payment Date: 27th January, 2016
    — > Payment Amount: 100 Rs.
    So in Cash based “Year” Report Payment Amount will be displayed in 2016 section while Invoice amount will be displayed in 2015 section. And in Accural based “Year” Report payment and invoice both amount will be displayed in 2015 section.

  • How iCloud sync will work?

    iCloud Sync off: If you want to use in app local mode means do not want to sync the data then you can make iCloud to Off.
    iCloud Sync On: To Sync data over other devices make iCloud Sync On.

    When making iCloud On:
    1 : No any data on iCloud: If first time you are making iCloud On for particular iCloud account then we will first check if no any Company Data will be available then we will inform you that this device does not contain any data and make iCloud On from the device where all data upto date with (Yes | No) options.
    2 : With Data on iCloud: If there are some data available on iCloud and making iCloud to ON then we will give –> 2 options: Migrate to iCloud: It will ignore local data and fetch latest data from iCloud. Overwrite Local Data: It will ignore iCloud data and upload current device local data to iCloud.

  • How to delete all data?

    If you have selected Delete All Data when iCloud sync on you can see options:
    1 : “Clean Local Cache”: All data will be immediately deleted from local caches only and will not delete any data from iCloud.
    2 : “Clean iCloud Data”: All data will be immediately deleted from iCloud and all of your devices.

    If you have selected Delete All Data when iCloud sync off, it will delete current local data.

  • Tasks

  • What are the different fields in Task?

    Name and rate of Product.
    1 : Unit Type: You can allow to add Unit Type for the particular Product. Default will be used as Hours.

    You can also add default quantity
    1 : Taxable: You can make product as taxable and non taxable.
    2 : Default Tax: You can set default taxes for particular tasks. So when we will use same task in Invoice/ Estimates/ P.O. and Credit Note then for that task line, tax will be set according to selected task.

  • Taxes

  • How to add Tax?

    You can add from tax list by click on + button.

  • How to delete Tax?

    Select tax which you want to delete and click on delete button which is on left top corner in Tax Details page.

  • Time Logs

  • How to create invoice from time log?

    In this time log entry single or multiple time log entry create tasks entry for invoice, where task name, hours and notes are selected from the time log entry.

    And you may edit the Notes and update the Rate, taxes for create invoice. Which logs are created invoice that entry display different from others.

    And also display status is in time log entry “Invoiced”.

  • How to create time log entry?

    You have to fill time, project name, task name, notes for create entry.

    You can write notes for time log, it’s optional.

  • Can I track multiple timer at same time?

    Yes, you can make time running and Cancel or Save that time log it will ask to continue or discontinue that time log so you can make continue and can do other task in app. And whenever you will open same time log it will update the timer according to current time. Also you can create or edit timer while other time log is running in back ground.

  • Where calculated hours will be displayed?

    In footer display the number of entry with total number of entry hours.

  • How to filter data in time log entry?

    In time log entry data filter by project name, it’s allow single or multiple selection of project name for filtering time log data.

    You can also get entries of selected date range by set start date and end date.

  • How can delete time log entry?

    The time log can be deleted by single or multiple selection at edit time.

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