The ProWorkflow iPhone App is available now from Apple's App Store, it's a great way to track and manage projects, tasks and contacts whilst on the move. We've included instructions below on how to install the App and how to use it.

At this stage you can either get to know the App yourself or use the links below to see more details on each section  

• Upcoming Tab
• Time Tab
• Projects Tab
• Tasks Tab
• Contacts Tab

If you need any further help or come across any problems whilst using the App then just get in touch or check the troubleshooting page.

The video guide may take 5-10 seconds to load. If you are unable to view the video please refer to the text guide below or contact our support team.
 
PASTE SCREENCAST EMBED CODE HERE (REMEMBER TO FIND & REPLACE 498 with 480)

To access default General Settings:

1. Click 'QUOTES Manager' on the left nav bar.
2. Click 'Settings'.

To access settings for an individual quote:

1. Create or edit a quote.
2. Click 'Show Quotes Settings' in the upper right corner of the page where items are added to the quote. 

$0 ITEMS

To change whether zero cost items should be displayed, click the relevant radio button then click 'UPDATE'.

The video guide may take 5-10 seconds to load. If you are unable to view the video please refer to the text guide below or contact our support team.
 

It is possible to change various Invoice Settings as well as setting up Hourly Rates and Fixed Cost Items. These can be overridden for an individual invoice but having sensible default settings will help save time.

To access default General Settings:

1. Click 'INVOICE Manager' on the left nav bar.
2. Click 'Settings'.

To access settings for an individual invoice:

1. Create or edit an invoice.
2. Click 'Show Invoice Settings' in the upper right corner on the same page that is used for adding new invoice items.

$0 Items

To change whether zero cost items should be displayed, click the relevant radio button then click 'UPDATE'.

1. Click 'INVOICE Manager' on the left nav bar.
2. Click ' Create/View Invoices'.

1. Access the 'Create/View Invoices' Page.
2. Click '+ DATE RANGE INVOICE' to open a new window.
3. To invoice a client for all projects in a date range, use the 'Client' drop-down box to select the client, select a date range then click 'CREATE INVOICE'.
4. To invoice a client for a single project, use the 'Description' drop-down box to select the project, select the date range then click 'CREATE INVOICE'.
5. Edit/enter the 'Invoiced By' text box, by default this will be the current logged in user.
6. Edit/enter the 'Invoice No' text box, by default ProWorkflow will use the {invoicenumber} variable.
7. Edit/enter a 'Title' in the text box.
8. Edit/enter a 'Description' in the text box, use the editor if required.
9. Edit/enter an 'Invoice Date' or use the calendar.
10. Edit/enter a 'Payment Due Date' or use the calendar.
11. Use the 'Payment Terms' drop-down box to select Payment Terms.
12. Use the radio button to select whether the invoice is 'Tax Exempt'.
13. Use the radio button to select the 'Invoice Type'. Options are 'Task Rates' and 'Staff Rates'.
14. Use the radio button to choose whether to display 'Individual Time Records'.
15. Use the 'Send to' drop down box to select whether the invoice is for 'An existing Company & Contact', 'A New Contact for an Existing Company' or 'A New Company & Contact'.
16. Use the drop-down boxes and/or text boxes to select or enter the Company and Contact information.
17. Click 'CONTINUE'.

1. Change settings as needed. Click 'SAVE' then proceed.
2. For more information on invoice settings refer to this article.

1. Tick the check box next to 'HOURLY RATE SERVICES' & click 'SAVE'.
2. Use the drop-down box 'Show' to select what information to display. Possible options are 'Task name' or 'Service Name & Short Description'. Use the 'Show Task Descriptions' and 'Show Hours/Rates' check boxes to enable those options. This choice will apply to all line items for this invoice.
3. Click '(+) Add a Project Task' to open a new pop-up window.
4. Enter a 'Project Task', 'Description', 'Time (hrs)' and 'Display Order'.
5. Use the radio button to select whether the line item is 'Taxable'.
6. Either use the 'Hourly Rate' drop-down box to select a service and/or enter details in the 'Service Name', 'Service Description' and 'Hourly Rate' text boxes.
7. Click 'UPDATE'.

1. Tick the 'Inc' to check box to include the item.
2. Edit the 'Order' text box to adjust the display order.
3. Use the 'Update Service Information' drop-down box to select the type of service.
4. Edit details in the 'Service Name', 'Service Description' and 'Hourly Rate' text boxes if required.
5. Click 'SAVE'.

1. Tick the check box next to 'HOURLY RATE SERVICES' & click 'SAVE'.
2. Use the drop-down box 'Show' to select what information to display. Possible options are 'Staff name' or 'Service Name & Short Description'. Use the 'Show Hours/Rates' check box to enable that options. This choice will apply to all line items for this invoice.
3. Click '(+) Add Staff Time' to open a new pop-up window.
4. Use the drop-down box to select a staff member.
5. Enter 'Time (hrs)' and 'Display Order' in the text boxes.
6. Use the radio button to select whether the line item is 'Taxable'.
7. Either use the 'Hourly Rate' drop-down box to select a service and/or enter details in the 'Service Name', 'Service Description' and 'Hourly Rate' text boxes.
8. Click 'UPDATE'.

1. Tick the 'Inc' to check box to include the item.
2. Edit the 'Order' text box to adjust the display order.
3. Use the 'Update Service Information' drop-down box to select the type of service.
4. Edit details in the 'Service Name', 'Service Description' and 'Hourly Rate' text boxes if required.
5. Click 'SAVE'.

1. Tick the check box next to 'PROJECT EXPENSES' & click 'SAVE'.
2. Use the check box 'Show dates in invoice' to select whether the date for each expense will be shown..
3. To create a new project expense click '(+) Add Project Expense'.
4. Enter a 'Name', 'Description', 'Item Cost' and 'Date'.
5. Use the radio buttons to select whether the line item is 'Taxable' and 'Invoiced'.
6. Click 'Add'.

1. Tick the check box next to 'FIXED COST ITEMS' & click 'SAVE'.
2. Use the check box for an item to add it, enter the 'Order', 'Item Name', 'Quantity', 'Item Description', 'Item Cost' in the text boxes. Select whether the item is 'Taxable'.
3. To update the item with the new information so it will use the same values next time select it in the 'Update Item Information' drop-down box.
4. To create a new fixed cost item click '(+) Add Fixed Cost Item', use the drop-down box 'BASE ON EXISTING ITEM' to use a template. Enter/edit the 'Name', 'Description', 'Item Cost', 'Display Order', whether the item is 'Added to Library' (so it can be used again in the future) and whether it is 'Taxable' then click 'UPDATE'.

1. Click 'EMAIL' to open a new pop-up window.
2. Use the scroll list to select recipients, hold down CTRL to select multiple recipients or enter an email address in the text box.
3. Use the radio button to select whether 'Use BCC' to send the email to the email address in the 'BCC to' text box.
4. Enter the 'Reply Email' address
5. Enter a 'Subject', the variable {invoicenumber} can be used.
6. Enter a 'Message', use the editor if required.
7. Click 'SEND'. 

1. Click TASKS Manager on the left nav bar.
2. Click New Task,
3. Choose New General Task from the drop-down box.
4. Choose the relevant Category from the new drop down box.
5. Click CONTINUE.
6. Enter a Task Name in the text box.
7. Use the Task Style Bold Heading check box if this task is a heading (i.e. it will contain several subtasks where the actual work is done). 
8. Use the Bold check box to make the task appear in Bold, this is purely a cosmetic change.
9. Enter a Task Order in the text box.
10. Enter a task Description in the text box.
11. Enter a Start date manually or by using the calendar.
12. Enter a Due date manually or by using the calendar.
13. Enter the Allocated time, if the tracked time exceeds this amount the counter will turn red.
14. Select the Assigned staff using the scrolling list, hold down CTRL to select multiple users.
15. Set the Priority level using the drop-down box, this is for reference only and does not affect how ProWorkflow handles the task.
16. Click 'FINISH'. 

1. Click 'INVOICE Manager' on the left nav bar.
2. Click ' Create/View Invoices'.

1. Access the 'Create/View Invoices' Page.
2. Click '+ Create Invoice' for the relevant project OR click '+ MANUAL INVOICE' then select the project from the drop-down box and click 'CREATE INVOICE'. Either method will open a new window.
3. Edit/enter the 'Invoiced By' text box, by default this will be the current logged in user.
4. Edit/enter the 'Invoice No' text box, by default ProWorkflow will use the {invoicenumber} variable.
5. Edit/enter the 'Client Order No' text box.
6. Edit/enter a 'Title' in the text box.
7. Edit/enter a 'Description' in the text box, use the editor if required.
8. Edit/enter an 'Invoice Date' or use the calendar.
9. Edit/enter a 'Payment Due Date' or use the calendar.
10. Use the 'Payment Terms' drop-down box to select Payment Terms.
11. Edit/enter the 'Quoted Price' in the text box.
12. Edit/enter the 'Invoiced Price' in the text box.
13. Use the radio button to select whether the invoice is 'Tax Exempt'.
14. Use the radio button to select the 'Invoice Type'. Options are 'Quoted Price', 'Line Items', 'Task Rates' and 'Staff Rates'.
15. For 'Task Rates' and 'Staff Rates', use the radio button to choose whether to display 'Individual Time Records'.
16. Use the 'Send to' drop down box to select whether the invoice is for 'An existing Company & Contact', 'A New Contact for an Existing Company' or 'A New Company & Contact'.
17. Use the drop-down boxes and/or text boxes to select or enter the Company and Contact information.
18. Click 'CONTINUE'.

1. Change settings as needed. Click 'SAVE' then proceed.
2. For more information on invoice settings refer to this article.

1. Tick the check box next to 'LINE ITEMS' & click 'SAVE'.
2. Use the drop-down box 'Show' to select what information to display. Possible options are 'Title', 'Title + Short Description' and 'Long Description'. This choice will apply to all line items for this invoice.
3. Click '(+) Add a Line Item' to open a new pop-up window.
4. Enter a 'Title', 'Description', 'Price ($)' and 'Display Order'.
5. Use the radio button to select whether the line item is 'Taxable'.
6. Click 'Add'.

1. Tick the check box next to 'HOURLY RATE SERVICES' & click 'SAVE'.
2. Use the drop-down box 'Show' to select what information to display. Possible options are 'Task name' or 'Service Name & Short Description'. Use the 'Show Task Descriptions' and 'Show Hours/Rates' check boxes to enable those options. This choice will apply to all line items for this invoice.
3. Click '(+) Add a Project Task' to open a new pop-up window.
4. Enter a 'Project Task', 'Description', 'Time (hrs)' and 'Display Order'.
5. Use the radio button to select whether the line item is 'Taxable'.
6. Either use the 'Hourly Rate' drop-down box to select a service and/or enter details in the 'Service Name', 'Service Description' and 'Hourly Rate' text boxes.
7. Click 'UPDATE'.

1. Tick the check box next to 'HOURLY RATE SERVICES' & click 'SAVE'.
2. Use the drop-down box 'Show' to select what information to display. Possible options are 'Staff name' or 'Service Name & Short Description'. Use the 'Show Hours/Rates' check box to enable that options. This choice will apply to all line items for this invoice.
3. Click '(+) Add Staff Time' to open a new pop-up window.
4. Use the drop-down box to select a staff member.
5. Enter 'Time (hrs)' and 'Display Order' in the text boxes.
6. Use the radio button to select whether the line item is 'Taxable'.
7. Either use the 'Hourly Rate' drop-down box to select a service and/or enter details in the 'Service Name', 'Service Description' and 'Hourly Rate' text boxes.
8. Click 'UPDATE'.

1. Tick the check box next to 'PROJECT EXPENSES' & click 'SAVE'.
2. Use the check box 'Show dates in invoice' to select whether the date for each expense will be shown..
3. To create a new project expense click '(+) Add Project Expense'.
4. Enter a 'Name', 'Description', 'Item Cost' and 'Date'.
5. Use the radio buttons to select whether the line item is 'Taxable' and 'Invoiced'.
6. Click 'Add'.

1. Tick the check box next to 'FIXED COST ITEMS' & click 'SAVE'.
2. Use the check box for an item to add it, enter the 'Order', 'Item Name', 'Quantity', 'Item Description', 'Item Cost' in the text boxes. Select whether the item is 'Taxable'.
3. To update the item with the new information so it will use the same values next time select it in the 'Update Item Information' drop-down box.
4. To create a new fixed cost item click '(+) Add Fixed Cost Item', use the drop-down box 'BASE ON EXISTING ITEM' to use a template. Enter/edit the 'Name', 'Description', 'Item Cost', 'Display Order', whether the item is 'Added to Library' (so it can be used again in the future) and whether it is 'Taxable' then click 'UPDATE'.

1. Click 'EMAIL' to open a new pop-up window.
2. Use the scroll list to select recipients, hold down CTRL to select multiple recipients or enter an email address in the text box.
3. Use the radio button to select whether 'Use BCC' to send the email to the email address in the 'BCC to' text box.
4. Enter the 'Reply Email' address
5. Enter a 'Subject', the variable {invoicenumber} can be used.
6. Enter a 'Message', use the editor if required.
7. Click 'SEND'. 

The video guide may take 5-10 seconds to load. If you are unable to view the video please refer to the text guide below or contact our support team.
 

1. Click 'CONTACTS Manager' on the left nav bar.
2. Click 'New Contact', a new pop-up window will open.
3. Use the drop-down box next to 'Select a Company' to choose a company to associate the new contact to, it is also possible to select 'No Company'. If the company does not exist click 'New Company' to add it, refer to this article for more details on adding a company.
4. Use the radio button to select whether this contact is the 'Main contact' for their company.
5. Use the drop-down boxes to select the 'Category', for details on adding a new category refer to this article.
6. Use the drop-down boxes to select the 'Contact Type' from 'Client', 'Contractor', 'Other' or 'Staff'. Note that using both 'Staff' and the 'Allow Log-in' feature will use a license. Refer to this article for more details on how to add licenses if you are unable to add more staff users.
7. Use the text boxes to enter contact information, 'First Name' and 'Last Name' are mandatory fields, all other fields are optional.
8. Use the radio button to choose whether to 'Show Drinks', this is linked to the 'Drink List' feature in the Contacts Page, refer to this article for more information.
9. Use the drop-down boxes to select drink preferences.
10. Use the radio button to choose whether to 'Allow Log-in' to ProWorkflow for the new contact.
11. Use the text fields to enter a 'Log-In Name' and 'Password'.
12. Click 'SAVE'.
13. If 'Allow Log-in' was set to yes then a new window will open where user permissions can be edited. Refer to this article for more information on permissions.

To add a new project:

1. Click 'PROJECT Manager' on the left nav bar.
2. Click 'New Project' to open a new pop-up window.
3. By default, when creating a new project ProWorkflow will present a basic view, select 'Show Advanced Info' at the top of the pop-up window to display more options. These extra options are marked as Advanced Info in the overview below.
4. Fill in the details for the new project, further information is provided below.
5. Click 'SAVE' to save changes made so far and to continue adding details.
6. Click 'FINISH' to save changes made so far and continue to the next step.
7. If 'Add Tasks' was selected then a pop-up window will display the tasks, refer to this article for further details on adding tasks.
8. The new project will be shown in the original window.

Project Details
 
GENERAL INFORMATION
 
Status: (Advanced Info)
 
Use the drop-down box to select between:

• Active – Project is in progress.
• Complete – Project is finished.

Category:
 
Use the drop-down box to select which category the project is in.
 
Client:
 
Use the drop-down box to select which client the project is for. If the project is for a new client then click 'New Client' to open a new pop-up window allowing for the creation of a new Client.
 
Client View?: (Advanced Info)

• Yes - gives the client permission to view their project status, this also requires that they have a valid login name and password.
• No – hides the project from client viewing.

No.
 
Enter the project number here. Click on '<< Insert' to use the autonumber variable. See this article for more information on variables.
 
Title:
 
Enter the project title here.
 
Description:
 
A project description can be entered here.
 
Project Manager:
 
Use the drop-down box to select the project manager for the project.
 
Staff Assigned:
 
Select the staff users that will be working on this project from this list. To select multiple users, hold down the CTRL key on the keyboard, and click on the names of the required users from the list.
 
Contractors Assigned: (Advanced Info)
 
Select the contractor users that will be working on this project from this list. To select multiple users, hold down the CTRL key on the keyboard, and click on the names of the required users from the list.
 
Date Started:
 
Type the start date here or use the calendar to select the date.
 
Date Due:
 
Type the due date here or use the calendar to select the date.
 
Date Completed: (Advanced Info)
 
Type the completion date here or use the calendar to select the date.
 
PROJECT TASKS

Select the radio button for the relevant option and use the drop-down or text boxes as below.

• Add Tasks! – Choose the number of new tasks to add, when the ‘SAVE’ or ‘FINISH’ button is clicked, a new pop-up window will open asking for more information.
• Default Task – If this option is selected, a default task will be automatically added to the Project.
• Use Template – This will add a new task based on an existing task template.
• None – If this is selected no tasks will be added to the project.

SENSITIVE INFORMATION:

This information will only display if the permission 'show sensitive business info' option is enabled for the user. This setting can be changed using Users/Permissions in the ADMINISTRATION section. Refer to this article for further details.

Time Allocated:

Enter the total time allocated to the project here.

Quoted Price:

Enter the price quoted to the client.

Invoiced Price: (Advanced Info)

Enter the amount invoiced to the client.

Invoiced: (Advanced Info)
 
Use the drop-down box to select between:

• Yes – indicates the project has been invoiced.
• No – indicates the project has not been invoiced.

Paid: (Advanced Info)
 
Use the drop-down box to select between:

• Yes – indicates the invoice has been paid.
• No – indicates the invoice has not been paid.

Accounted for: (Advanced Info)
 
Use the drop-down box to select between:

• Yes – indicates the project has been accounted for.
• No – indicates the project has not been accounted for.

Notes: (Advanced Info)
 
Project notes can be entered here.
 
EXTRA FUNCTIONS (Advanced Info)
 
Project Resources (Files)
 
Tick the check box to add the ability to upload multiple files to a Project which can then be downloaded by all allocated team members.
 
Shared Notes
 
Tick the check box to add the ability to add multiple notes to a project which are seen by all allocated team members.
 
Bookmarks
 
Tick the check box to add the ability to add web URLs (weblinks) which are seen by all allocated team members.
 
Messages
 
Tick the check box to add the ability to communicate with all other team members using the built-in ProWorkflow messaging tool.
 
Project Expenses

Tick the check box to add the ability to track expenses against the project.
 

• Click on “Quotes Manager” in the left nav bar
• Click on “Create/View Quotes”

1. Click '+ QUOTE/ESTIMATE' to open a new window.
2. Use the radio button to select whether this is a 'Quote' or 'Estimate'. This is only affects the description in the header.
3. Edit/enter the 'Quoted By' text box, by default this will be the current logged in user.
4. Edit/enter the 'No' text box, by default ProWorkflow will use the {quotenumber} variable.
5. Enter a 'Title' in the text box.
6. Enter a 'Description' in the text box, use the editor if required.
7. Enter a 'Date' or use the calendar.
8. Enter a 'Valid to Date' or use the calendar.
9. Use the radio button to select whether the quote/estimate is 'Tax Exempt'.
10. Use the radio button to select what the quote/estimate will be 'Based On'. Options are 'Line Items', 'Task Rates' and 'Staff Rates'.
11. Use the radio button to turn 'Client View' on or off.
12. Use the 'Send to' drop down box to select whether the quote/estimate is for 'An existing Company & Contact', 'A New Contact for an Existing Company' or 'A New Company & Contact'.
13. Use the drop-down boxes and/or text boxes to select or enter the Company and Contact information.
14. Click 'CREATE QUOTE'.

1. Change settings as needed. Click 'SAVE' then proceed.
2. For more information on quote settings refer to this article .

1. Tick the check box next to 'LINE ITEMS' & click 'SAVE'.
2. Use the drop-down box 'Show' to select what information to display. Possible options are 'Title', 'Title + Short Description' and 'Long Description'. This choice will apply to all line items for this quote.
3. Click '(+) Add a Line Item' to open a new pop-up window.
4. Enter a 'Title', 'Description', 'Price ($)' and 'Display Order'.
5. Use the radio button to select whether the line item is 'Taxable'.
6. Click 'Add'.

1. Tick the check box next to 'HOURLY RATE SERVICES' & click 'SAVE'.
2. Use the drop-down box 'Show' to select what information to display. Possible options are 'Task name' or 'Service Name & Short Description'. Use the 'Show Task Descriptions' and 'Show Hours/Rates' check boxes to enable those options. This choice will apply to all line items for this quote.
3. Click '(+) Add a Project Task' to open a new pop-up window.
4. Enter a 'Project Task', 'Description', 'Time (hrs)' and 'Display Order'.
5. Use the radio button to select whether the line item is 'Taxable'.
6. Either use the 'Hourly Rate' drop-down box to select a service and/or enter details in the 'Service Name', 'Service Description' and 'Hourly Rate' text boxes.
7. Click 'UPDATE'.

1. Tick the check box next to 'HOURLY RATE SERVICES' & click 'SAVE'.
2. Use the drop-down box 'Show' to select what information to display. Possible options are 'Staff name' or 'Service Name & Short Description'. Use the 'Show Hours/Rates' check box to enable that options. This choice will apply to all line items for this quote.
3. Click '(+) Add Staff Time' to open a new pop-up window.
4. Use the drop-down box to select a staff member.
5. Enter 'Time (hrs)' and 'Display Order' in the text boxes.
6. Use the radio button to select whether the line item is 'Taxable'.
7. Either use the 'Hourly Rate' drop-down box to select a service and/or enter details in the 'Service Name', 'Service Description' and 'Hourly Rate' text boxes.
8. Click 'UPDATE'.

1. Tick the check box next to 'FIXED COST ITEMS' & click 'SAVE'.
2. Use the check box for an item to add it, enter the 'Order', 'Item Name', 'Quantity', 'Item Description', 'Item Cost' in the text boxes. Select whether the item is 'Taxable'.
3. To update the item with the new information so it will use the same values next time select it in the 'Update Item Information' drop-down box.
4. To create a new fixed cost item click '(+) Add Fixed Cost Item', use the drop-down box 'BASE ON EXISTING ITEM' to use a template. Enter/edit the 'Name', 'Description', 'Item Cost', 'Display Order', whether the item should be 'Added to Library' (so it can be used again in the future) and whether it is 'Taxable' then click 'UPDATE'.

1. Click 'EMAIL' to open a new pop-up window.
2. Use the scroll list to select recipients, hold down CTRL to select multiple recipients or enter an email address in the text box.
3. Use the radio button to select whether 'Use BCC' to send the email to the email address in the 'BCC to' text box.
4. Enter the 'Reply Email' address
5. Enter a 'Subject', the variable {quotenumber} can be used.
6. Enter a 'Message', use the editor if required.
7. Click 'SEND'. 

1. Click 'INVOICE Manager' on the left nav bar.
2. Click ' Create/View Invoices'.

1. Access the 'Create/View Invoices' Page.
2. Click '+ CREATE FROM QUOTE' to open a new window.
3. To create an invoice from a quote for a specific client use the 'Client' drop-down box to select the client, use the check boxes to select the type of quotes to display then use the radio button to select the quote and click 'CREATE INVOICE'.
4. To create an invoice from a quote for a specific project, use the 'Current Project' or 'Archive Project' to select the type of project then use the 'Projects' drop-down box to select the project, use the check boxes to select the type of quotes to display then use the radio button to select the quote and click 'CREATE INVOICE'.
5. Edit/enter the 'Invoiced By' text box, by default this will be the current logged in user.
6. Edit/enter the 'Invoice No' text box, by default ProWorkflow will use the {invoicenumber} variable.
7. Edit/enter the 'Client Order No' text box.
8. Edit/enter a 'Title' in the text box.
9. Edit/enter a 'Description' in the text box, use the editor if required.
10. Edit/enter an 'Invoice Date' or use the calendar.
11. Edit/enter a 'Payment Due Date' or use the calendar.
12. Use the 'Payment Terms' drop-down box to select Payment Terms.
13. Edit/enter the 'Quoted Price' in the text box.
14. Edit/enter the 'Invoiced Price' in the text box.
15. Use the radio button to select whether the invoice is 'Tax Exempt'.
16. Use the radio button to select the 'Invoice Type'. Options are 'Quoted Price', 'Line Items', 'Task Rates' and 'Staff Rates'.
17. For 'Task Rates' and 'Staff Rates', use the radio button to choose whether to display 'Individual Time Records'.
18. Use the 'Send to' drop down box to select whether the invoice is for 'An existing Company & Contact', 'A New Contact for an Existing Company' or 'A New Company & Contact'.
19. Use the drop-down boxes and/or text boxes to select or enter the Company and Contact information.
20. Click 'CONTINUE'.

1. Change settings as needed. Click 'SAVE' then proceed.
2. For more information on invoice settings refer to this article.

1. Tick the check box next to 'LINE ITEMS' & click 'SAVE'.
2. Use the drop-down box 'Show' to select what information to display. Possible options are 'Title', 'Title + Short Description' and 'Long Description'. This choice will apply to all line items for this invoice.
3. Click '(+) Add a Line Item' to open a new pop-up window.
4. Enter a 'Title', 'Description', 'Price ($)' and 'Display Order'.
5. Use the radio button to select whether the line item is 'Taxable'.
6. Click 'Add'.

1. Enter a 'Title', 'Description', 'Price ($)' and 'Display Order'.
2. Use the drop-down box to select whether the line item is 'Taxable'.
3. Click 'SAVE'.

1. Tick the check box next to 'HOURLY RATE SERVICES' & click 'SAVE'.
2. Use the drop-down box 'Show' to select what information to display. Possible options are 'Task name' or 'Service Name & Short Description'. Use the 'Show Task Descriptions' and 'Show Hours/Rates' check boxes to enable those options. This choice will apply to all line items for this invoice.
3. Click '(+) Add a Project Task' to open a new pop-up window.
4. Enter a 'Project Task', 'Description', 'Time (hrs)' and 'Display Order'.
5. Use the radio button to select whether the line item is 'Taxable'.
6. Either use the 'Hourly Rate' drop-down box to select a service and/or enter details in the 'Service Name', 'Service Description' and 'Hourly Rate' text boxes.
7. Click 'UPDATE'.

1. Tick the 'Inc' to check box to include the item.
2. Edit the 'Order' text box to adjust the display order.
3. Use the 'Update Service Information' drop-down box to select the type of service.
4. Edit details in the 'Service Name', 'Service Description' and 'Hourly Rate' text boxes if required.
5. Click 'SAVE'.

1. Tick the check box next to 'HOURLY RATE SERVICES' & click 'SAVE'.
2. Use the drop-down box 'Show' to select what information to display. Possible options are 'Staff name' or 'Service Name & Short Description'. Use the 'Show Hours/Rates' check box to enable that options. This choice will apply to all line items for this invoice.
3. Click '(+) Add Staff Time' to open a new pop-up window.
4. Use the drop-down box to select a staff member.
5. Enter 'Time (hrs)' and 'Display Order' in the text boxes.
6. Use the radio button to select whether the line item is 'Taxable'.
7. Either use the 'Hourly Rate' drop-down box to select a service and/or enter details in the 'Service Name', 'Service Description' and 'Hourly Rate' text boxes.
8. Click 'UPDATE'.

1. Tick the 'Inc' to check box to include the item.
2. Edit the 'Order' text box to adjust the display order.
3. Use the 'Update Service Information' drop-down box to select the type of service.
4. Edit details in the 'Service Name', 'Service Description' and 'Hourly Rate' text boxes if required.
5. Click 'SAVE'.

1. Tick the check box next to 'PROJECT EXPENSES' & click 'SAVE'.
2. Use the check box 'Show dates in invoice' to select whether the date for each expense will be shown..
3. To create a new project expense click '(+) Add Project Expense'.
4. Enter a 'Name', 'Description', 'Item Cost' and 'Date'.
5. Use the radio buttons to select whether the line item is 'Taxable' and 'Invoiced'.
6. Click 'Add'.

1. Tick the check box next to 'FIXED COST ITEMS' & click 'SAVE'.
2. Use the check box for an item to add it, enter the 'Order', 'Item Name', 'Quantity', 'Item Description', 'Item Cost' in the text boxes. Select whether the item is 'Taxable'.
3. To update the item with the new information so it will use the same values next time select it in the 'Update Item Information' drop-down box.
4. To create a new fixed cost item click '(+) Add Fixed Cost Item', use the drop-down box 'BASE ON EXISTING ITEM' to use a template. Enter/edit the 'Name', 'Description', 'Item Cost', 'Display Order', whether the item is 'Added to Library' (so it can be used again in the future) and whether it is 'Taxable' then click 'UPDATE'.

1. Click 'EMAIL' to open a new pop-up window.
2. Use the scroll list to select recipients, hold down CTRL to select multiple recipients or enter an email address in the text box.
3. Use the radio button to select whether 'Use BCC' to send the email to the email address in the 'BCC to' text box.
4. Enter the 'Reply Email' address
5. Enter a 'Subject', the variable {invoicenumber} can be used.
6. Enter a 'Message', use the editor if required.
7. Click 'SEND'.