getting it working properly

[Adrien Monteleone]

Joanna,

Welcome to GnuCash!

You’re looking for the Tutorials & Concepts Guide. You can find it under Documentation on the gnucash.org website.

There are also plenty of special use case tidbits scattered throughout the list archives as people worked out their own needs and several blog posts and websites (even a book or two) on using GnuCash for business purposes.

There is a ‘tips’ box at startup, but if you click the box to disable it, you won’t see it next time you start the software. I suppose there is a way to turn it back on, but I never bothered.

#2 - Look under the Business Menu, there is a billing terms editor.

#3 - You can customize the invoice somewhat using the Options button. Don’t forget to play around with Edit > Style Sheets. (which you select for the invoice or report you are running) You can get more fancy if you know CSS. (tutorials scattered online and in the list archives) Also, look under File > Properties > Business. That’s where you enter your own company’s info which will populate on the invoices.

#4 - for E-mailing, you can ‘print’ the invoices to PDF, then attach them to e-mails. A few days ago, someone else was discussing automating this process for a club that sends about 80 invoices a month. There were several suggestions, but I don’t think the original poster has yet chimed in with the method they chose.


Regards,
Adrien

> On Feb 5, 2018, at 4:51 AM, Joanna Howells <studio at joannahowells.co.uk> wrote:
> 
> Hi and Thanks for reading!
> I installed gnucash but it clearly wasn't happy, I think because I hadn't disabled my security, it didn't have access to my folders. I uninstalled and reinstalled with antivirus disabled.  working better but still some problems.  First it didn't behave as described in tutuorial.  There should be some getting started tutorial box (I can't remember the terminology on that) but it didn't appear.
> 
> More seriously I started to get to terms with it, making a test set of accounts and when I try to make an invoice I have a few problems.
> First, I can't select Terms.  On the 'New Invoice' box, there appears to be a drop down menu, but there is only 'None' available.  How do I set terms?
> 
> Second, can I customise the invoice at all?  At present it has no info about who is sending the invoice etc.  Is this purely down to  printing it onto an already printed notepaper?
> 
> Third: what about emailing the invoice out?  What I really want to do is have the invoice looking like I want (within limits, of course, I'm happy with very simple format, but that has my details on), and then email that out directly.  Is that possible?
> 
> many thanks for reading!
> 
> 
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