Invoice set-up

[DocsGr2]

Perhaps I missed a step after I purchased the optional invoicing module.  I did not know that I should first go to "setup" after purchasing the optional invoice module.  If I was sent any instructions concerning how to implement the invoicing module, I missed them.  After purchasing and downloading the optional invoicing app, I immediately tried to generate invoices for work time I had already entered into Time Master.  Now I am unable to access the font size, the header and I have been unable to generate or email any actual invoices.  I can only generate and email reports of hours worked and billed (not in invoice format and not including my address or client's address).

After I began to have problems, I learned of and I viewed the video on On-Call's web site showing how to use the optional invoicing module.  What is shown (during the second half of the first minute of the first of two video about invoicing) does not seem to be accessible on my Iphone now. Please tell me how to set-up and email my invoices without loosing the time records and client data I have recorded in Time Master.

[Adam]

Yes, the video is a bit out-of-date and is in the process of being redone and hopefully will be up at the same time the next version of Time Master comes out (v4.4), with even more features.  We have added a LOT of features to the Invoice module since that video was last done and the current video is a bit confusing (sorry).  The part that is the most confusing right now was the addition of "Companies".  All the settings that you are looking for have been moved into the Company file, as each company record would need it's own settings, such as the Header.  So you will have to go to Setup -> Invoicing -> Companies -> (select your company file) -> Export Setting.  We always keep our Documentation up-to-date, so either look at the built-in (Setup -> Manual [button]) or download the same PDF document from the Time Master page (scroll down to the bottom).  Hope that helps?