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Thread: Keep It Easy Questions

  1. #76
    Senior Member AJD Mowing's Avatar
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    Default Re: Keep It Easy Questions

    Hey Paul I printed out the manual and read it a few times before I started using it. I would be lost without it now. It will be good once Aaron gets the Quotation and receipt done..

    Hi Aaron welcome mate.. Hey I will give you a wave on August 21 as I fly past Perth on my way to Bali
    AJD Mowing Giving Back Your Life

    http://www.ajdmowing.com.au/

  2. #77
    KEEP IT EASY
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    Default Re: Keep It Easy Questions

    Hi Paul, I have just sent you a quick start guide (not sure if you got it on your download but sent any way your unlock code needs to be activated when you click on the unlock button on the software on your computer, will send you email explaining it here) and its east once you get the jist.. Just flick me a email if your stuck.

    Oh and if all else fails hit the delete button
    "just kidding"
    Aaron.

  3. #78
    Member Redeye's Avatar
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    Default Re: Keep It Easy Questions

    seem to have it sorted pretty much - is there a way to enter header details on the invoice ?




    http://curraronggardening.com/

    "All sin is washed away in the Holy goodness of Beer"
    Book of Redeye, Psalm 69

  4. #79
    Senior Member AJD Mowing's Avatar
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    Default Re: Keep It Easy Questions

    Software Tools/General/Invoice Header
    AJD Mowing Giving Back Your Life

    http://www.ajdmowing.com.au/

  5. #80
    Member Redeye's Avatar
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    Default Re: Keep It Easy Questions

    done! cheers mate




    http://curraronggardening.com/

    "All sin is washed away in the Holy goodness of Beer"
    Book of Redeye, Psalm 69

  6. #81
    Member Redeye's Avatar
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    Default Re: Keep It Easy Questions

    righto then, next question, when I generate an invoice (which are all emailed), how do I insert a name in the "invoice to" box; also, I have a default email draft I use for emails which has my business card, facebook link embedded, is there a way to link to it or insert it as a default email? (I'm using Windows Live Mail)




    http://curraronggardening.com/

    "All sin is washed away in the Holy goodness of Beer"
    Book of Redeye, Psalm 69

  7. #82
    Senior Member AJD Mowing's Avatar
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    Default Re: Keep It Easy Questions

    Hey Paul when you add a new customer you add their email address then when you want to send an invoice go to Accounts/Who needs invoice/Raise invoice for selected jobs and email.
    If you have several unpaid jobs that need an invoice emailed hold the control key down and click on each one in the list then click Raise invoice for selected jobs and email.
    Im not sure about the Facebook thing but I recon you would add it in Software/General/Text on the email accompanying the email
    AJD Mowing Giving Back Your Life

    http://www.ajdmowing.com.au/

  8. #83
    Senior Member AJD Mowing's Avatar
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    Default Re: Keep It Easy Questions

    I always have my Outlook open in the background and CC my email in and store the email in a folder for the month for my own records. I do them all at the end of the month and when I Finnish I have a copy of everything that is kept in a folder for that month.
    Thats just how I do it dont know if its right or not

    Cheers
    Dean
    AJD Mowing Giving Back Your Life

    http://www.ajdmowing.com.au/

  9. #84
    Senior Member GardeningSolutions's Avatar
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    Default Re: Keep It Easy Questions

    I do things a bit different due to my wife having the outlook email account on the PC. I've got a Hotmail account. I have put my Hotmail email address in all my customers detail page so it sends their invoices to my email, then forward them on to the customer. Found its the only way to do it if your not the outlook account holder. Sounds like a lot of stuffing around but is still reasonably quick. I also send out invoices after the 2nd cut what ever day it is. Keeps the cash coming in.

  10. #85
    Senior Member AJD Mowing's Avatar
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    Default Re: Keep It Easy Questions

    Thats a good idea mate.. more than one way to skin a cat hey
    AJD Mowing Giving Back Your Life

    http://www.ajdmowing.com.au/

  11. #86
    Senior Member cadase's Avatar
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    Default Re: Keep It Easy Questions

    i send all invoices to my websites email address, which i open in outlook, and send from there. I don't like sending the invoices straight from kie. Outlook keeps it all organized

  12. #87
    Senior Member GardeningSolutions's Avatar
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    Default Re: Keep It Easy Questions

    Does anyone know how to delete a fictional client booked job & job to be invoiced after you have deleted the client? Did a mock run ages ago & it's been sitting there bothering me.

  13. #88
    Senior Member GardeningSolutions's Avatar
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    Default Re: Keep It Easy Questions

    Does anyone know how to delete a fictional client booked job & job to be invoiced after you have deleted the client? Did a mock run ages ago & it's been sitting there bothering me.

  14. #89
    Senior Member AJD Mowing's Avatar
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    Default Re: Keep It Easy Questions

    for the client, Client Details/Permanently Delete/Delete/remove Client then type DELETE in the field box
    for the job, Delete Job/Confirm
    AJD Mowing Giving Back Your Life

    http://www.ajdmowing.com.au/

  15. #90
    Senior Member PaulG's Avatar
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    Default Re: Keep It Easy Questions

    Cool. I have a couple of practice ones like that too.

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