In Menu Bar, there are five menu items, File, Export, Font, Font Size and Security.
File - User can save, preview or close the current document.
Export - User can export the document to PDF, HTML, and Excel format.
Font - Specify the font used in PDF output.
Font Size - Specify the font size used in PDF output.
Security - User can set a password for the current document to enhance the security.
There are five parts, Document Details, Line Item, Photo Attachment, PDF Attachment and Private.
"Document Details" - User can specify the header information, includes Number, Currency, Date, Payment/Shipping Term, Shipping Date, Sales Representative and Customer Information. Customer Information can be typed in directly or load from the Customer List. User can add a stamp on to the document by select the stamp text, like Confidential, Revised, Draft, etc.
"Line Item" - User can type in the Line Item information here. The value in highlighted cell will be calculated automatically. User can add the Line Item by type in the table directly or click the "Add" button to load from the Item List.
The Checkbox shown in before the "Sub-Total", "Discount", "Shipping", "Tax", "Deposit", and "Balance" is to indicate whether this cell will be shown out in the output document.
User can input up to 40 lines information in the "Notes". Uncheck the box to hide the "Note" field in output.
Two checkboxes are provides to show the optional signature boxes. User can provide "Company Chop" and "Signature" images, which will be shown on the PDF output.
"Photo Attachment" - Photos can be attached to the end of quotation. You
can adjust the layout for the photos. There are three layouts provided.
- One photo in one page
- Two photos in one page
- Six photos in one page
Click the "Add" button at bottom to add photo, user can provide a caption for
"PDF Attachment" – PDF file can append to the PDF output of the document.
"Private" – User can type comment or note under the private tab. Information under private tab will not shown in the output.
Invoice can also be generated from Quotation. The data in selected quotation can be copied to the