This is a step-by-step quick example demonstrating how to create a customer, a product and an invoice in Uniform Invoice Software.
For a short movie tutorial, see how to create an invoice.
The screen shots in this tutorial are taken on Windows 10 and Excel 2016.
Fill in the description, price and stock information in this window. Click thebutton to save the new product.
Note: If you know the ID value of the customer, you can also enter the ID value into thecell to fill customer information into the "Bill To" section. This feature is called "In-Cell Lookup".
You can double-click an item to fill the product information into the Excel worksheet. To select multiple products, select an item and then click "Add Item" to add the item to the selection. Repeat this to add all items. Once done, click "Close" to fill all the products in the selection into the Excel worksheet.
Tip: You have a long product list, use the Search bar to locate products quickly.
Tip: If you know the ID value of the product, you can also enter the ID value into theExcel cell to retrieve all the product information.
To send the invoice to the client using email, click the "Extract / Email" button.
That's it! You have successfully created a new invoice!