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Frequently Asked Questions
No - you can change your Invoice Settings to say you are not GST registered. Likewise, you can choose to include your GST number, and specify to either absorb GST, or if GST should be added to the total. Legally, a person must keep their tax records for 7 years. Envoice does not delete any invoices, data or settings, so your records are always available. Your information is treated with the utmost confidence and privacy, and will not be shared, disclosed or released to any third party. All passwords are encrypted, and your information is stored securely on servers managed by New Zealand's most widely used and trusted provider, Umbrellar. Yes! All you need to do is create your billing items as if you were creating a normal invoice, then, instead of creating the invoice, create a quote instead. All quotes are kept on file, and you can create an invoice from a quote at any time. Yes - Envoice handles this with ease. Envoice is primarily for small businesses and sole traders, and it is not uncommon for such owners to have more than one business interest, known within Envoice as a 'Service'. Each Service can have its own invoice settings, logo, hourly rates etc. See the 'Quick Start Guide' (below) to learn more. Yes, no problem. Upload a .jpeg file for any client - this helps to visually confirm and identify what client, and what data you are working with. Completely! Add your logo, business/company name, contact details and GST number (if any). Choose one of five colour schemes to match your business logo, or your personal taste. Add text at the top, middle or footer of every invoice (choose the text size, colour, and weight). Add a custom notes for individual invoices (or quotes) - a one-off message for your client to read. Finally, customise the remittance advice, your bank account number for placing deposits, and if you don't want to accept cheques, this option won't appear on the invoice. Yes, you can choose to start invoices anywhere from 1 to 60000. The same applies to quotes. If you have Microsoft Word (or similar), you can copy & paste the invoice from your browser and then save as a PDF file for e-mailing (a tutorial is included). Otherwise, you can print directly from your browser for posting. The customer's address is perfectly placed for a windowed envelope. Invoices can be 'revoked' - which means if you create an invoice and later realise you've made an error, you can cancel that invoice, make the changes and amendments that you need, then create a new invoice. As well as this, any item you delete can be recovered, and the delete can be reversed, or undone. Yes - but this is controlled by you - you decide who to invite. Once invited, they can log in and see what invoices you have sent them, as well as their current balance (e.g. amount owing), and edit postal instructions etc. Yes, you can record interactions and make notes as you wish, for all of your clients. Email's sent and received, meetings, phone calls, txt messages, and so on. Events are created automatically when you create an invoice, a quote and so on, and you can make notes for anything you like. It's great to go back and catch up on old conversations if you haven't spoken for a while, to refresh your memory. Actions that need to be taken can be associated with an event. For example, you may want to remind yourself to send an email to a client on a certain day. Yes there are. There are three online reports which let you see your data visually. Also, a report will be emailed to you every week showing you the most significant information, important actions you need to take, and a summary of what has happened over the past seven days. This can be scheduled for any day and time (and can be switched off if needed).
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