I currently just have the free 100 user version, to make sure everything can be set up as we need it, then will be upgrading to the 1000 user package. I have the user guide printed out, and have used it. I have entered most of our "products", and created a test user, and played with the different invoice styles, and setting. But I still need to try and "tweak" a few things. For example, I would like the return stub to have our address (return address) in a different spot for a windowed return envelope. So my main question is, Is Support available via phone to help a new user get everything set up? I'm using Max OS X.3.7 Thanks!
So, how do I make sure your program will work as needed, before investing in product, and service contracts with your company?
You can download a trial version from our website if you wish. But as far as support, you would be limited to the forum or email support without a contract.
OK, then how do I make the Customers address appear on the remit stub in the lower left hand corner (to work with a normal #9 window envelope)? EDIT: Using the 3.5" invoice set-up Where do I enter an account #, instead of using the generic date format? I want to manually assign each customer an account number. Example, instead of the 050127-0001 It creates now, I would like to to change what is before the dash to what I tell it (Account #), after the dash is fine, and can count numerically
You cannot alter the location of the address on the return stub. Normally the address at the top is what shows through the windows. You can choose for invoice numbers to be based on the date (default) or to have them be sequential under the Invoicing Preferences.
Do you happen to know an evolope type that works? as The sample invoices I printed, has printed OUR address (Where the payment needs to be sent), in the upper left of the remit stub, So all the envolopes we have, or have looked at, this address is too high. The address needs to be moved down (almost where the customer address is) So you can not manullay assign an account #?
The standard #9 double windowed envelopes are what most people use. You can assign an account number, but that account number is not part of the invoice number.
OK, I want to make sure of something, I'm talking about the remit stub (bottom third), the part the customer will tear off, put in an envelope with a check and mail to us. The remit stub has OUR (ISP) address on top, and the customer address below that. The post office would send this to the bottom address (right back to the EU) if we use a double window envelope. So Either I'm not understand you correctly, or we are not on the same page.
My point is, with the current placement you have, no Window envelope appears to work, so can the loaction of info be moved, either per a special request, or just a general release of a newer version.