Print
Document List
Documents are listed in tabular format. Click on the table header to sort the documents accordingly. Search and filter options are provided at the top-right corner above the document list.
Located at the top of the interface, the Icon bar offers a range of commonly used functions for easy access. These functions include key actions such as:
- New Document – Create a new document.
- Edit – Make edits and modifications to selected document.
- Print – Print out selected documents directly.
- Move – Move selected documents to different folder.
- Batch Create – Create a batch of document with same content for multiple customers.
Right click on the document list will show a popup menu, which provide few other operations, including: Copy, Paste, Change Status, Color Highlight, Export Current List.
Related Posts:
Updated
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Getting Started
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Document
- Document List
- Create New Document
- Batch Create Document
- Quotation
- Proforma Invoice
- Invoice
- Tax Invoice
- Receipt
- Purchase Order
- Delivery Note
- Packing Slip
- Ordering
- Packing List
- Weight List
- Credit Note
- Debit Note
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Customize Document
- Customize Document
- Header
- Numbering
- Document Label
- Columns
- Columns Order
- Custom Field
- Document Color
- Company Chop & Signature
- Footer
- Option Box
- Paper Size / Layout
- Preferences
- PDF Properties
- Print Duplicate
- Price Calculation
- Tax Rate
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Template
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Customer List
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Supplier List
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Item List
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Report
- Report List
- Global Sales Report
- Monthly Sales Report
- Sales Report by Customer
- Global Payment Report
- Monthly Payment Report
- Payment report by Customer
- Monthly Statement
- Payment Received Report
- Customer Purchase History
- Item Sales Report
- Sales Person Report
- Total Tax Payable Report
- Supplier Report
- Monthly Statement for Supplier
- Raw Data Export
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Settings
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Tools
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Workspace
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How To (Customize Document)
- Customizing Date Format
- Change the font or style in header?
- Use my own font in the document?
- How can I add product photos into Invoice?
- How to add discount column in Invoice?
- How to Add "Amount in Words" Field to Invoices
- Input multi lines in line item?
- Where to set the default tax rate and deposit rate?
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How To
- Organize Document with Color Highlighting
- Show or Hide Columns of Document List
- Use variables to load document content dynamically
- How to Create Documents from Existing Documents
- How to Copy Item Information between Documents
- How to record a payment received?
- Export Document into PDF, HTML or XLS format
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Troubleshooting