Invoice Plus Documentation



Invoice Plus is a simplified accounting system that can be used by the professional as well as the lay business owner. It's an accounting system with CRM, Billing and Inventory features. Invoice Plus comes with all the necessary tools and features which can be used by any detailing business. It is very easy to use, highly secure, clean and professionally designed. Manage all of your business transactions in one place with accuracy and ease.
Use only what your business requires. Eliminate spreedsheets and bulky folders.

The following parameter should be established before attempting to use Invoice Plus.

[Settings Tab]
Company Settings (Extend Membership menu option, and Payment Gateway) N/A
Email Template
Access Control (Pertains to staff, requires a staffer added before setting. [Staff Tab].
Income & Expense Type
Payment Methods
Product Unit
Tax Setting

Other [Tabs] required.
Bank & Cash Accounts
Contact Group [Contacts Tab]  

Other Independent [Tabs] – use as needed.
Contacts(Clients) Tab
Suppliers Tab
Purchase Tab
     Purchase order
Return Tab
     Purchase Return
     Sales Return
Sales Tab
Transactions Tab
     Income Calendar
     Expense Calendar 
Recurring Transaction Tab
     Repeating Income
     Repeating Expense
Staff (new Users) assign unique login. Tab
Reports Tab
     Account Statement
     Detail Income Report
     Date Wise Income
     Detail Expense Report
     Date Wise Expense
     Transfer Report
     Income vs. Expense
     Report By Payer
     Report By Payee

Note:  When adding a new Contact(Client), the Login Details allows access to client history
              such as, invoices pending, invoices paid, payments, etc.
Note:  When doing a Purchase, always establish the Supplier first.
Note: When adding a user, always set access control to limit the user to certain files and what
             he or she can do with the files selected. Examples, list, edit, update, no delete. 

Note:  The system requires valid emails during setup in order to function properly.  Example, Company/Client data, Invoice/quotation data and notifications to mention a few.  Doing so will give the user an exact picture of how Invoice Plus functions and what it can do for their business.

Register for a 10 day Free Trial.  System functions 100%.


e Systems Technologies
Havre de Grace, MD 21078
Phone: 410 429 0790




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