Once you have accepted the License Agreement, you will see the Business Information screen.

Here you will fill out information about your business, location, what number to start the invoices at, what your default hourly rate is, as well as the default tax rate in the state where you operate your business.

This screen will require you to fill all boxes. However, if you need to fill out a specific tax rate for different invoices, simply make the default tax rate 0. You can then manually input the tax rate for every item.

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To setup you default currency and accepted methods of credit, click on the Currency/Credit button. (See below)

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The Currency screen allows you to enter the default currency for your country. First, type in the name by which the currency is referred to, then the symbol that it is represented by. Click add, then double-click the currency to set it as the default billing currency.

If you have International clients, requiring you to invoice in multiple currencies, you can enter additional currencies that can be selected on the Main Invoice screen.

NOTE: Once you use a currency in the creation of invoices, do not remove that currency, or change its name. Otherwise, MacInvoice will not be able to reference to it, and it may cause continuity issues. Also, do not remove the file in your MacInvoice folder called "InvoiceCurrencies.rdb", even if you don't use other currencies.

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Similar to the Currency screen, the Credit screen allows you to create a list of credit cards that your company accepts. This list will appear at the bottom of your invoices.

The second screen you will see is the Add Employees screen. Here, if you choose, you can enter the names of your employees. When creating invoices, you can then select the salesperson responsible for the transaction.

If you do not wish to track employees, press the Next button to skip this process. If you decide not to track employees, you will not be prompted to enter an employee name when creating a new invoice. You can however, add employees in the future via the Tools Menu.

The third screen is the Enter New Customer screen. Here you will add the pertinent information about each of your customers including, company name, first and last name of the billing contact, billing address, primary and secondary phone numbers, default tax rates for each customer, customer specific billing terms, as well as the e-mail address where you can send electronic bills, in the event that the customer prefers to be billed electronically.

You must add at least one customer at this time, filling out all fields with the exception of secondary phone and e-mail

If you do not wish to set up all of your customers at this time, you can set up additional customers at a later date via the Tools Menu.

The Inventory Editor actually serves two functions. It both maintains your Autofill entries, as well as tracks inventory.

Simply enter a unique Item ID, Item Name, Comment (which will appear in the Comment field on the invoice), Your Cost on the item or service, Unit of measure, Price Per unit, and the number of In Stock (if you are a service based business with no physical inventory, simply type "NA" in this field).

You can either add your Inventory/Autofill items now, or "on-the-fly" from the Main Invoice screen, as you create your invoices.

The fourth screen is the E-mail Billing Settings. Here is where you will fill in your SMTP (sending mail) server, your e-mail address, the subject line you want electronic bills to display, as well as opening salutations and closing comments that will be displayed on each electronic bill.

These setting are optional. If you choose not to set up MacInvoice for electronic billing at this time, you can always set it up later via the Preferences Menu. You may need to contact your ISP or network administrator for these settings.

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MacInvoice now allows you to set a password, requiring you to login at startup. To enable this option, go to Edit > Preferences > Set Startup Password.

NOTE: If you forget your password, you will need to contact Praevius, Inc. Customer Support to unlock MacInvoice.