CG Invoicer 3 Get Started and Print an Invoice
Instructions for your first use. Setting up preferences and create and print your first invoice.
Open CG Invoicer 3
Double click the CG Invoicer 3 application (note that the application must be stored in the same directory as the supporting files and Extensions folder.) You can create an Alias (Mac) or a Shortcut (Windows) to the CG Invoicer application and place the shortcut anywhere on your computer.
Create your settings
For the first time use you will want to customize CG Invoicer. Start by going to the Preferences. From the Navigation menu select "Preferences"
Enter your company information
Enter your company name, address, phone, etc. This is the information that will print (optionaly) as the header for your invoices.
Customize Header
You can select a different font, style, size and color for your header and optionally add in a graphic.
Return to the main screen
Click the "Return" button in the upper right corner of the screen. There are lots of other options but you can set those up later.
Go to the Products section
Click the Products tab to go to the Products Section.
Add a new product
Add a new product by clicking the "Add" button. Enter the relevant information, you must enter a product name and product ID. All other information is optional.
Go to the Client Section
Click the Clients tab and then click the Add button to add a new client.
Enter client information
Enter the client name, company and address. Select the "billing" checkbox if the address will be used for sending invoices.
Select additional information to print on the invoice if you would like to have the customer name and / or the company name.
You don't have to save the information. All data is saved as you enter it automatically.
Create an invoice
Click the "Client Invoice" tab and then the "Create Invoice" button.
Add line item
When you create a new invoice your first line item is automatically added. Click in the ID field to select a product.
Select your product
Select your product from the Drop Down list and change the product description, price and quantity if necessary. Create more line items as needed.
Print Invoice
Click the Print Invoice button or select Print from the File Menu.