Customizing and printing of Invoice in Numia

Invoice is a bill that lists the quantity of each item, price, service description and a contact address for payment. Numia, our online bookkeeping Software helps you to create an invoice and customize as per your needs in an easy way.

The steps involved in customizing and printing invoice are

* Select customer -> create invoice.
* Enter customer name, date and address.
* Select product or add new product and enter its rate and quantity.
* Select tax details and deduction rate.
* Enter the due date and click send mail if a mail has to be sent.
* Click on the save and print button.

--> On clicking this save and print button, all your transactions will be saved.

* It will ask whether you want to customize the invoice or not.
* Click OK to customize the invoice.
* A popup window appears.In that you have the option to upload your company logo to appear in the invoice.
* Choose the fields you want to appear it in invoice and type customer message if any.
* Click submit button.

Now you can see the invoice as you wished. Click Print to print the invoice.

Customizing Homepage

In Numia, the home page gives details of all the recent activities carried out in your account. The home page lists the recent activities in invoices, Due receipts, Due payments, checks, deposits, aged customers, cash sales, etc. Recent activity of an individual and log in details are also included in the home page list. There is an option to customize your home page, i.e. to add or remove gadgets of your choice. This feature facilitates to make your home page to list the details you want. Also you can easily go through the recent transaction details and log in details.

The important advantage of this feature is that you can avoid going deep into your account for viewing the recent activities.

Sending Invoice through email in Numia

Invoice is nothing but a written record of a transaction submitted to customer or client when requesting payment for services or goods delivered. Even it is also called as bill sometimes statement, but according to me the term statement has a different meaning that does not include a formal request for payment.

A Sample screenshot from Numia,

Sending invoice through mail makes very easy for the customers/clients since it takes less time and it will be more secure. Why spend valued resources on paper and postage when you can easily convert invoices electronically and email? We at numia (an online accounting, bookkeeping software) provides option for sending invoice through mail.

Following are the steps to send invoice through mail:

• Select Customer - > click create invoice.
• Fill the details.
• Check the send mail box to send the invoice through mail.
• If the option is checked, the invoice will be mailed to the customer’s email address automatically.
• The invoice will be in excel format.

Writing Checks

This is a paper instrument that orders bank to pay money at the request of customers. A check, thus, eliminates the need to carry large amount of money for the buyers to purchase and it is produced on demand.

In this business era, check plays a major role in any transaction. Every part of a check: place of issue, check number, date of issue, payer, amount, signature of payer is important. So, it is usually printed nowadays. Printing enhances the clarity in writing checks.

Numia allow writing checks. The steps that are followed are:

-- Select Banking --> checks
-- Fill all the details
-- Select "save & print" option to print the checks
-- Enter the height and width of the check.
-- Align the content of the check to the required position.
-- Select "Upload check image" to upload any check image.
-- To store and print later, select "save" option.
-- Use "Print Check" option to print the check.

Need of discussion forum in Numia

I have always been thinking of the difference between a Blog and a Forum. A blog focus on your writings, and allows others to comment. You can write on anything and bring visitors to read it and make them to appreciate or disagree your writings by their comment. But where as Forums is a self-sustaining community where everyone has an equal voice.

Blog contains articles related to enhancement of particular product or any topics etc. And by using RSS feeds we can update the latest news going on. Personally, I prefer forum since you can discuss with other members. Each one will have their own ideas and when it comes to discussion then it will be really a great credit for particular product or any community talk.

Forums save information posted on a particular topic for other people to see at any time, this creates a discussion environment. Everything that gets posted gets read again and again. The fact that the discussion isn't real time means that it rarely turns into heated arguments as people are given time to research and consider their comments before replying, this makes for mostly high-quality discussion.

The advantage of Numia forum is that the views and advice offered by visitors' stays on enhancing our product to the next level. It also help us in collecting valuable data and feedback about our industry and we can implement to improve the business.

Numia forums will help in creating and building a rapport with visitors, which can turn into long-lasting relationships. This will increase the trust factor of our Website.

I would suggest you to keep discussing about our product in our Numia forums. There will experts online to entertain you with their replies to any of your question and discussion.

Happy Weekend..!!!

Recording Bad Debts in Numia

In a perfect world customers would pay their invoices in full and on time. Unfortunately not every customer is perfect and, despite even the most air-tight credit policy, a start-up will have to learn some of the accounting rules behind bad debts.

If your company keeps records on an accrual basis, you’ve already recorded income when a job is completed and invoiced, even though you haven’t yet received the payment from your customer. So when you discover that the customer isn’t going to pay, you need to offset the income you recorded with a bad debt expense.

Here are few steps for Numia

> In the Receive Payments page select the customer from whom you can't collect
> Select the particular invoice which is to be a bad debt
> Select the option Bad Debts for that invoice
> Dont select the options Deposit this amount into, Group with Undeposited Funds
> Click on the Submit button

If you want to avoid any kind of bad debt there can be absolutely NO allowance for procrastination in your invoicing and collections process. Now I hope so that you understand how to record a bad debt.

Trusting Online services

Trust is the primary goal of any online marketing effort.

Everything you do online should be done to increase the trust that others have in you.
“Others,” in this case, includes both the initial new users and the existing customers of Numia. When you have the trust of those two audiences, you’re perfectly positioned for long-term success.

As there is say by David Temple "It’s easier to build trust offline because you have an office, a store, a physical manifestation of your presence. Those signals make it easy for people to trust you. Online you don’t have those same signals so you have to build them".

And the other one from Debra, "Your site may be functional from a usability standpoint, but if it doesn’t build rapport or contain credible content, visitors will leave and place their confidence elsewhere".

One great way to generate trust online is to contribute, be a member of communities that are of interest to your company, and respond to topics that may not be in your direct line of business.

So thats why, Numia have both forums and blogs to have its discussions going on and also too to respond to your needs. We need you to be open minded and share your feel on using our product. If it is good we would be happy and if there is any issues we would change it. All comments are given by you are appreciated by us.