Drag the invoice from the invoice list over the folder name. The folder will be highlighted. Release the mouse button. The invoice will now be in the folder.

Select the ‘Preferences’ option from the ‘File’ menu. A window with several checkboxes will appear. Make sure that the checkbox labelled “Automatically use the shipping address for the billing address” is checked.

Whenever you change the shipping address on an invoice, the billing address will update to use the same information. If you find that you need a separate billing address, you can change it separately after you set the shipping address.

Select the ‘Preferences’ option from the ‘File’ menu. A window with several checkboxes will appear. Make sure that the checkbox labelled “Automatically mark invoices as overdue” is checked.

Invoices will now be periodically checked to see if they’re overdue, and their status will be updated accordingly. Overdue invoices are invoices which have a balance remaining on them and a due date sometime in the past.

Select the ‘Preferences’ option from the ‘File’ menu. A window with several checkboxes will appear. Make sure that the checkbox labelled “When setting status to ‘Paid’, add a payment for any remaining balance” is checked.

Select the invoice you would like to view payments for. Click the ‘Edit’ button to go to the editing screen.

Select the “Paid” status from the “Status” dropdown menu.

Select the invoice you would like to view payments for. Click the ‘Edit’ button to go to the editing screen.

Near the bottom of the Stone Hill Invoicer window, there is a button next to the label which reads “Paid”. Click that button. A popover will show, with button in it’s lower left corner which is labelled “Details”.

Click the “Details” button. A list of previous payments will show.

Select the invoice you would like to add a payment to. Click the ‘Edit’ button to go to the editing screen.

Near the bottom of the Stone Hill Invoicer window, there is a button next to the label which reads “Paid”. Click that button. A popover will show, with a text field for adding the amount of the payment.

Type in the amount of the payment, and click the “Done” button. The button next to the “Paid” label will now be labelled with the sum of all payments which have been made on the invoice.

Select the invoice you would like to preview. Click the ‘Preview’ button in the toolbar at the top of the Stone Hill Invoicer window. The view will change to show how a invoice will appear when printed, emailed, or saved as a PDF.

To change this, click the ‘Edit Printing Template’ button below the search field. A text view will appear with the invoice template in it. This is the file that your actual invoice values are substituted into to create your quote.

It contains a number of special words, surrounded by square brackets which will be replaced when you preview, print, email or PDF an invoice.

You can do normal text editing to this file. Right clicking (or holding down the control key and clicking) the table will also allow you to add and remove rows or columns.

Select the ‘Preferences’ option from the ‘File’ menu. A window with several checkboxes will appear. Make sure that the checkbox labelled “When setting status to ‘Invoiced’, change the invoices date to today” is checked.

Now, whenever you change the status of an invoice to ‘Invoiced’, the date will be changed. Change this status before you send out a invoice.

Select the invoice you would like to PDF. Click the ‘PDF’ button in the toolbar at the top of the Stone Hill Invoicer window. A ‘Save As’ dialog box will appear. Choose where you’d like to save the PDF.

You can also drag an invoice directly out of the invoices list into a folder. It will be saved as a PDF to that folder.

Select the invoice you would like to email. Click the ‘Email’ button in the toolbar at the top of the Stone Hill Invoicer window. A print dialog box will appear.

Your email client will launch if it’s not already running. A new message will appear with a PDF of the invoice as an attachment. Customize and send your message as you normally would.

Stone Hill Invoicer supports Apple Mail, Microsoft Entourage, and Eudora. If you use a different mail client, please don’t hesitate to email invoicer-support@codehackers.net to let us know and we’ll look into adding support for it.