Stone Hill Invoicer

Help and Support - Setting Your Preferences

Stone Hill contains several preferences which you can use to customize its behaviour to better suit you. These preferences are:

Company Information

Name: The name of your company as it should appear on your invoices.

Address: The address of your company as it should appear on your invoices.

Data Entry

Ship To Address Defaults to Bill To Address: If this is checked, when you type a new Ship To Address into the edit window, the Bill To Address will change to match it.

Set Paid Amount to Balance Due When Status is Set to Paid: If this is checked, when you select 'Paid' from the status menu, the 'Paid' amount will be set to the same as the balance of the invoice, making the amount due equal zero.

Numbering

The user formula field defines how your invoice numbers are generated. You can use values like the year, month, day and hour to make invoice IDs. Stone Hill also supports a 'Unique Identifier' token, counts up with every invoice created.

The tokens used to define this are:

%Y - Current Year
%M - Current Month
%D - Current Day
%H - Current Hour
%U - Unique Identifier

For example, if your formula is %Y%M%D.%U, your invoice numbers for July 19, 2007 will look like 20070719.1, 20070719.2, etc. The next day they would be 20070720.1, etc.

If you would like to use sequentially numbered invoices that don't rely upon the date, simply set the format to "%U" and set the first unique number to account for any older invoices.

The First Unique Number box allows you to move where the Unique Identifier starts counting from. If you already have 2000 invoices, and want to begin counting on 2001, set the Unique ID Offset to '2001'.

The Default Due Date box lets you choose when the due date should be set. If you want all invoices to be due 30 days after creating the invoice, set the default due date to '30'.

Taxes

In this tab, you set your default tax percentages which appear on every invoice. You can change them in the edit panel on a per-invoice basis. You can also choose to enable or disable both the state and federal tax fields here.

Layouts

This lets you choose which invoice layout to use by default. See "Setting Up Your Invoice Layout" for information on customizing your template.

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