Some default settings

[JJ22]

Hi - I just came across this software and have a few questions.

1. Is it possible to have the "paper invoice" checkbox (in customers window) be a) checked as a default, and b) applied to all customers? (I imported a customer list and would otherwise have to check off 500 customers manually)

2. In Invoices/New Invoice/Extra, any way to set the terms as a default? i.e. so that all future invoices will be set as due Net 30, for example

Thanks in advance!

[K Software]

#1 That should have defaulted to true - I've corrected that for the next version. Having the default set wouldn't have helped you with an import.

I just put together a small administration program for kBilling 1.3.X company files and it is available here : http://www.k-billing.com/kBillingAdmin.exe - just download and run it and read the options. It will update all your customer paper/email invoice settings at once.

#2 Oddly enough the new default terms setting will be in the next version as well! After the changes are complete today I'll post a link back here so you can test a pre-release version of it.

[K Software]

Check out this beta version of 1.3.83 : http://www.k-billing.com/kbilling_installer_beta.exe

It contains the default payment terms setting (Edit->Settings->Invoices->drop-down box on the right)

[JJ22]

perfect on both!

btw, I am demo-ing the software and will likely purchase.
One thing you may think about is how to help people transition from their current invoicing system. I am currently using Simply Accounting, and just like Quickbooks and others, it is lacking in many ways.

This is probably pretty difficult, but being able to import the historical invoice data would be extremely helpful. i.e. Knowing past sales without switching programs. FYI, the ability to import our customer list definitely helped in the purchase decision process. Just something to think about.

Hope this helps.