Getting started Guide

When initially starting to configure the All-Round Invoice program for your business, a configuration wizard is provided to help you with any difficulties you may experience.

The configuration wizard will appear the first three times that you run the program, thus ensuring that you are able to set up and use the program properly.

Should you not require the configuration wizard at any stage you can simply close it or select the “don’t show this wizard at start-up” option. If you only require the configuration wizard at certain stages of your initial use simple click “forward” and it will go to the next screen.

Guide

When starting All-Round Invoice the first 3 times, you get this wizard:

Close
Close the wizard

Forward
Go to the next screen in this wizard.

Your company Data and Logo

Here you write your company information

Company name
This is the registered name of your company. It will always be printed on the invoices.

Logo
The logo you select is automatically scaled to a proper size. It must be RGB, not CMYK.

Yellow fields
Here you are for the first time introduced to the yellow fields that are common in AllRound Invoice. Every time you right click on a yellow field a new window will open and allow you to easily choose the value required.

Back
Take you to the previous screen

Forward
Go to the next screen in this wizard.

Select which program edition you wish to use

Select program edition
The first 30 days you use AllRound Invoice you are able to freely choose between the four different editions of the software.
When you register your software and enter the licence key the software will lock on to the edition you have purchased.
If you choose to use the free edition the software will lock on to this after 30 days, no further action will be required on your part.

Professional edition
This edition is the only one offering mult-user capability. When you choose this edition a small tick-box will appear, here you will be able to define if you wish to have access control on your software.
If you tick the box, a new window will appear, here you can log into the software using the standard username: Admin and password: Admin
You will be able to change these values, and add users in the program settings, click here for a guide to set up your multi user environment.

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Forward
Go to the next screen in this wizard.

Tax values(s)

Here you select the appropriate tax values and names.

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Forward

Go to the next screen in this wizard.

Configure your e-mail account for use in AllRound Invoice

In this window you are able to set-up your mail account for use in AllRound Invoice. This feature allows you to send your invoice directly to your customer as a PDF attachment, and you are able to send out direct mails to one or more of your customers.
For an extensive guide on configuring your mail account please click here.

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Forward

Go to the next screen in this wizard.

Choose your invoice design

Decide wich layout you want for the Invoice. All-Round Invoice comes with many predefined layouts, and with a build-in designer to change the layout.

Preview the invoice
Pressing this button will allow you to see an example invoice using the chosen invoice theme.

Define copies

You may select to print copies of the invoice. EX: 1 original, 1 copy for your bookkeeper and one copy for yourself. All copies have the text COPY printed.

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Forward

Go to the next screen in this wizard.

Standard Terms of Payment

Standard Terms of payment

Set standard terms of payment (may be changed for each country, customer and invoice)
This may be a regular text (without tick in ‘With date’) or a text with a calculated date.

Method of Payment

Here you tell your customer how to make the payment.

Greeting
Write a line on all invoices.

VAT No.
Tell about your VAT no. Delete the text if you do not want it on the invoice.

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Forward

Go to the next screen in this wizard.

And that is it. All-Round Invoice is now configured and ready to use.

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Close
Closes the wizard