Accounts in Smart Invoice

The Accounts you create in Smart Invoice are the basis for creating and managing everything from invoices and customer statements to keeping track of sales tax generated. You may create as many different accounts as you need, and can edit and update accounts as necessary. For the purpose of this tutorial you will create one invoicing account. The steps for creating accounts are the same for each type of account.

The first step in creating a new account is to open the New Account Wizard.

From the Getting Started screen you can click the first link for Create a new account in the list of Quick Start links to open the New Account Wizard.

You can also use the main File menu and select File > New > Account... to launch the wizard, or you may click the New Icon from the My Accounts screen.

Step 1 of 2

The first step of the Create New Account Wizard will ask you for the type of the account, the account name, a brief description for the account and what the current status of the account is.

1. Select Invoicing as the type of account to setup
2. The name for the account will default to Invoicing but you may change it to whatever name you desire
3. In the Description field type a brief description of what the account is for such as, "Region One Invoices"
4. In the Status section leave the option set to This account is active so that you may use this account to create new invoices
5. Click Next to proceed to step 2 of the Create New Account Wizard.

Step 2 of 2

The second step of the Create New Account Wizard will ask you to set the opening balance, the date from which the account will be tracked, a minimum balance ammount, the account country, comments, and the favorite account status.

1. Leave the opening balance set to 0.00 so that the account will track the amounts of your invoices from a zero balance starting point.
2. Unless you intend to create back ordered or older invoices that you wish to track with Smart Invoice, leave the date set to the default setting of the current date.
3. Leave the minimum balance set to 0.00
4. If the account country is different than the United States, select the appropriate country from the drop down list.
5. You may add any comments to the comment field such as, "Region One invoices cover all accounts for the 12 western states."
6. If you leave This is my favorite account checked, the account name will appear on the Getting Started screen in the My Favorite Accounts. (This makes it easier to open an account directly in the My Accounts screen. You may have more than one favorite account.)
7. Click Finish to complete the New Account setup.