Proposal-Invoice is a software that allows users to create invoices, receipts and proposals.

An easy to use, affordable paperwork solution for small companies and consultants. Easily create great-looking proposals, invoices, acknowledgements, and receipts for your customers and clients.

Simple to use! You only need to enter in data 1 time, even as your document proceeds from being a Proposal to an Acknowledgement, then on to an Invoice, and finally becomes a Receipt.

Do virtually all your work on a single computer screen form - no switching back and forth between different windows.

If you've been wanting to get away from using pre-printed forms but haven't been able to find any reasonably priced software, this is the answer.

Allows you to build a database of all the items you normally sell, including description, unit of measure, unit cost, and manufacturer. Simply double-click any item and it is instantly added to your document.

Items can be added on-the-fly, so you can start being productive right away

One-time items can be added to a proposal, plus stock items can be modified after being selected, without changing them in the stock list.

Stores all your customer and destination addresses for re-use. You only need to type them in one time - from then on out you simply select from a drop-down list.

Proposal-Invoice also automatically stores misc. info such as payment terms, authorization names, FOB points, job numbers, and more in easy to use drop-down lists.

Saved documents can always be recalled later on for re-printing, general reference, or to be copied and used as the basis for similar new documents.

The saved Proposal / Invoice list can be sorted by number, date, vendor, destination, ship date, or amount with one mouse click - no more rooting through file cabinets to find things!

Also creates a number of reports to help you keep track of your business.

Can either be installed on a single machine and store it's data locally, or installed on multiple machines and use a shared data directory.

Here are some key features of "ProposalInvoice":

· Allows you to build a database of all the items you normally sell, including description, unit of measure, unit cost, and manufacturer. Simply double-click any item and it is instantly added to your document. Items can be added "on-the-fly", so you can start being productive right away!
· "One-time" items can be added to a proposal, plus stock items can be modified after being selected, without changing them in the stock list.
· Stores all your customer and destination addresses for re-use. You only need to type them in one time; from then on out you simply select from a drop-down list. If you are using our "ShareCon" name & address program, Proposal/Invoice will even use it's data directly! It also automatically stores misc. info such as payment terms, authorization names, FOB points, job numbers, and more in easy to use drop-down lists.
· Includes a system to record partial payments on invoices. For example, you issue an invoice for $500.00, but the customer only sends you $250.00 and begs for more time. With this new feature you can record the partial payment and issue a new invoice which reflects the payment and balance due. (Note that you can also use this to show down payments already received on acknowledgements, the value of something to be traded on a proposal, etc. )
· Saved documents can always be recalled later on for re-printing, general reference, or to be copied and used as the basis for similar new documents. The saved Proposal / Invoice list can be sorted by number, date, vendor, destination, ship date, or amount with one mouse click; no more rooting through file cabinets to find things!
· Includes two tax fields to accommodate Canadian GST and PST (or other systems). Both tax fields can be re-named to suit local practice.
· Customize the appearance or orders by changing the font, an/or adding your own company logo graphic.
· Sends your documents as great-looking .html formatted email. Your customers see exactly what you see within the program - no attachments!
· Proposal/Invoice can either be installed on a single machine and store it's data locally, or installed on multiple machines and use a shared data directory.


Requirements:

· 486 processor.
· 8 MB RAM
· Microsoft Internet Explorer 4.01 (or better).


Limitations:

· 50 uses trial period

What's New in This Release: [ read full changelog ]

· Added an option to the word search function to also search the line items contained within documents