Stone Hill Invoicer

Help and Support - Editing Invoices

To edit an invoice in Stone Hill Invoicer, double click on it from the Invoice Window list. The edit panel has many fields which contain values for your final invoice. These are:

Invoice #:
A unique ID for your invoice. The pattern for generating this number is defined in your preferences. See preferences help for information on how to set this number.

Ship To and Bill To:
Stone Hill Invoicer doesn't require you to keep a separate client database. When you type a name into the "Bill To" or "Ship To" fields of the invoice edit window, Stone Hill Invoicer autocompletes the name using data from the Apple Address Book. It also takes the full address for display on the invoice here.

To make a new client available for Stone Hill Invoicer, simply add your client into the Address Book. The Address Book application can be found in your application folder, and is used by many applications such as Apple Mail or iChat to get names and addresses when they're needed.

You can also open the Address Book application by clicking the 'Edit' button at the bottom of the address list.

Dated and Due dates:
These are the dates that the invoice is created or sent, and the date that the invoice is due. You can enter dates in the Month/Date/Year ordering, or use common abbreviations list "May 15" or "next month"

Status:
This control has four values:

• "Uninvoiced" - The invoice has not yet been sent out
• "Invoiced" - The invoice has been sent out but not yet paid
• "Paid" - The invoice has been paid in full
• "Overdue" - The invoice is past due

Items & Services Table
SKU - The Stock Keeping Unit identifier for the product
Quantity - How many of the product are sold
Item - The name of the product sold
Description - A short description of the product
Taxable - An indication of whether tax should be applied to the item or not
Unit Price - The cost of each individual item
Total - How much all the units of the item cost (Quantity x Unit Price)

To set these values for items in your inventory, learn about using your inventory.

State Tax:
This is how much tax has been added for the State government on the items marked as taxable. You can edit tax formulas by clicking on this button. If you have no State or Provincial tax, leave this value at "0". More information about setting this can be found in the preferences help.

Federal Tax:
This is how much tax has been added for the Federal government on the items marked as taxable. You can edit tax formulas by clicking on this button. If you have no Federal tax, leave this value at "0". More information about setting this can be found in the preferences help.

Shipping:
The cost to ship the order.

Paid:
The amount of the order which has been paid. Clicking on the button will let you enter payments on the invoice.

Back to Stone Hill Invoicer Help