Round Tracker v4 PRO – User Guide


Chapter Chapter 5


Page INCOME HISTORY


Things you can do on the Income History page Mark Jobs as Paid or Partly Paid Show Payment Method Enter Job History Notes


Change the Service Description


Create and Print Invoices and Envelopes Create Invoices in PDF format View Overdue Invoices


Create and Print a Debt List


Mark a Previously Outstanding Debt as Paid Send Paid Invoices to Accounts Page View Income Total Over a Given Period


Chapter 6 INVOICE VIEW


Things you can do on the Invoice View page Format the Text and Layout of the Invoice Header Add Your Own Logos or Invoice Header Change Currency Format etc.


Chapter 7 ACCOUNTS


Things you can do on the Accounts page (and Settings page) Before Using the Accounts Page Name Your Accounts


Create Transaction Descriptions Suppliers and Beneficiaries Add Expenses


Delete Accounts Entry


Enter Invoices Paid from Income History Make a Deposit


Transfer Money Between Accounts Sort your Accounts by Date


Reconcile Accounts with your Bank Statement Print your Accounts


Archiving your Accounts Chapter 8


THE MORE ADVANCED STUFF


Hyperlink to Maps or Street View Mail Merging


55 56


47 48 48 49 50 50 51 51 52 52 52 53 53 54


44 45 45 46


34 35 37 37 37 38 39 41 41 42 43 43


3


Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12  |  Page 13  |  Page 14  |  Page 15  |  Page 16  |  Page 17  |  Page 18  |  Page 19  |  Page 20  |  Page 21  |  Page 22  |  Page 23  |  Page 24  |  Page 25  |  Page 26  |  Page 27  |  Page 28  |  Page 29  |  Page 30  |  Page 31  |  Page 32  |  Page 33  |  Page 34  |  Page 35  |  Page 36  |  Page 37  |  Page 38  |  Page 39  |  Page 40  |  Page 41  |  Page 42  |  Page 43  |  Page 44  |  Page 45  |  Page 46  |  Page 47  |  Page 48  |  Page 49  |  Page 50  |  Page 51  |  Page 52  |  Page 53  |  Page 54  |  Page 55  |  Page 56