SpeedInvoice will let you generate invoices or quotes in just seconds. It is easy to work with and covers Android, iOS (Apples operating system) and browsers on a PC or a Mac. To get started with SpeedInvoice you just download the app from either Google Playstore or Apples App store. Once this is done you go to the log in menu and click on "Create New Company". When you have completed the wizard in "Create New Company" you are ready to start using SpeedInvoice.

Below is a short guide to how it works. Please remember that you can always drop us a line if you can't find the answer.

Overview SpeedInvoice

You find the answers to the questions be clicking on the question.

There are two components to SpeedInvoice, the app available from the Apple App Store or Google Play, and the cloud software. You can do pretty much the same thing from the app or the cloud software, there are only small differences. You can use the app on your phone or tablet or a browser on your computer to create and maintain quotes and orders as well as manage customers, items and sales units. SpeedInvoice is a multi-user application so you can have people out in the field and in the office working together, but it will do just as nicely if you are working on your own.

By creating professional quotes and invoices when you are out in the field, you can manage your business more effectively. You can send them to your customers via email instantly, or print them and hand them over. Once you have created a quote it is easy to convert it to an invoice, and as such you only need to do the work once. You and your colleagues can register time and material on quotes or invoices in parallel.

The reason this is possible is that all information in the SpeedInvoice app is synchronised with SpeedInvoice cloud automatically at regular intervals, or when you tap  (synchronise). To access the cloud component of SpeedInvoice, where you can do all the things you do in the app but from a browser window, you go to either www.speedinvoice1.net or  www.speedinvoice2.net (go to www.speedinvoice1.net if you are in the South Pacific and to www.speedinvoice2.net if you are anywhere else in the world) and log in with your credentials. The SpeedInvoice app will work when you are off-line as well as online. If you are off-line there are a couple of things that you can’t do. You will not be able to synchronise information with SpeedInvoice Cloud and you will not be able to email quotes and invoices. Whatever work you do when you are off-line will be synchronised once you have connectivity again, and you are then also able to email quotes and invoices.

In order to use SpeedInvoice you need to have your company set up. You do this by downloading SpeedInvoice from Google Play or the Apple App Store. When you start the app for the first time you will be taken to a wizard and guided through a set-up routine in order to tailor the app to your business. Some things that will be helpful to have at that time are your company registration number and bank details (so that payment information can be added to your invoices). We will send an email to you before we create your company in SpeedInvoice and you need to confirm this email before we complete the set-up. Once the set-up is complete you will receive an email from us letting you know everything is ready.You can insert your company logo in the header of a quote or an invoice by logging on to www.speedinvoice1.net. You do this under Settings/Edit Company Info/Upload new company logo image.When quoting items, SpeedInvoice can quote prices including or excluding GST, you decide how you want this handled when you go through the wizard. If you wish to change how GST is calculated you can do this in Company Settings under the menu “Prices and amounts are GST inclusive”. If you have a tick in the box for this setting it means that the prices and amounts are inclusive of GST, if there is no tick it means that they are exclusive of GST.

You created a company name, a username and a password when you did your set-up using the SpeedInvoice wizard. You can use this information to log on to your company at  SpeedInvoice Cloud ( www.speedinvoice1.net or www.speedinvoice2.net depending on where you are in the world). In the cloud software you have access to all the functionality that you have in the app, although the layout is different. There are also a couple of things that you only can do in the cloud service and that is export and import Customers, Items and Units of Sale as well as delete records. For quotes and invoices you can export them to excel or a csv format. If you have an Administrator role you can also create and delete users for your company and reset passwords. The user that created the company will always have Administrator role.

SpeedInvoice currently has two servers for the cloud service. The following countries have address www.speedinvoice1.net: Australia, Fiji, Indonesia, Malaysia, New Caledonia, New Zealand, Papua New Guinea, Philippines, Samoa, Singapore, Solomon Islands, Thailand, Tonga, Vanuatu. All other countries have their server at www.speedinvoice2.net.

Quotes

As you are working in SpeedInvoice you will notice that you are moving through a hierarchy of screens. The first screen you go to when choosing a menu item (quotes, invoices, customers etc) is an overview screen, so if you tap quotes you will have a screen that displays quotes created in the last 180 days (older quotes are only available through the cloud service). If you tap one of those quotes you will open a screen where the details of that quote are displayed. It is on this screen that you decide what actions you want to take with regards to this quote. You can send it, add additional items or adjust the price. You can also update the customer information or attach photos and a number of other actions. When you do an action you are taken to new screens, but as you complete each task you are taken back to the previous view. If you wish to return to  previous screen without updating any information you can tap  (cancel) or the back-step button on your device.

When quoting items SpeedInvoice can quote those prices including or excluding GST, it depends on how you set the system up when you first started using it. If you need to change how GST is calculated you can do that in Company Settings under the menu “Prices and amounts are GST inclusive”. 

When working in SpeedInvoice to create a new quote you start by selecting the quote menu item, tapping  (add) icon and selecting a customer. If you do not have the customer registered that you want to raise a quote for you tap  (add) on the “Select Customer” screen and register the customer. Once you have picked a customer there are a number of things that you can do:

- Start entering items and quantities for your quoted work or material. You do this by tapping the text “Items on Quote” at the bottom of the screen (scroll if you can't see it) or by tapping  (item).

- Decide if the quote is a fixed price or if the price is made up by the items on the quote. If you want a fixed price you tap "Payable Amount" and enter the fixed price, if you want the cost to be the amount of the work and material specified on the quote you leave this field blank.

- You might want to give the quote a reference, i.e. New Kitchen or Consulting.

- You might want to change the default values for “Quote Date” and “Valid Until”.

- You might want to edit the customer information by pressing the customer name (name, contact person, address, phone numbers and email address).

- You can also enter a longer description of the work that you are quoting by tapping the text “Tap to enter text”.

If you update the customer information on a quote you will be asked if you want to update the customer record as well, or if the new information only should affect the current quote. This gives you the opportunity to maintain your customer record when you are doing a new quote or choose to register a new contact person or a new address for a quote, without changing the main customer record.

When adding items to your quote you normally pick the items you want and pick the quantity of that item, adjust the price and the discount if necessary, add an explanatory text if need be and tap  (save) icon. If you wish to edit an item prior to adding it to the quote you can do so by using long press. You can also add a new item by tapping  (add). Please remember to save your changes by tapping  (save).

If you wish, you have the opportunity to document the work by adding photos to the quote by tapping  (photo). You can add photos either from your album or by taking new ones.  The photos are saved with the quote and can be viewed by any of your company’s staff who are also using the SpeedInvoice app. You can also add photos to a quote and share them with the customer, you do this by clicking the thumbnail and ticking the box.

Once you are satisfied you have added all the items on to the quote and have checked the price to make sure it is ok, you can look at how the quote will present to the customer by tapping  (preview). Prior to generating a PDF you will need to save your changes to the invoice. Once you are satisfied the quote is correct you can email it to the customer from the app.

There are a few additional actions you can do when working with a quote. You can call the phone numbers in the customer record  (phone), show the address on a map  (map), approximate the address for your current location  (guess address), close the quote for further changes or delete the quote  (delete). 

If you wish to use only a text field and state an amount on your quote you can do it straight away without creating items or sales units. If you wish to specify items and sales units on the quote, for instance specify your work as consulting, sold in unit hours, then you need to add items in your item file and possibly some additional sales units in your sales unit file. You are able to do this as part of creating the quote and adding new items and sales units by tapping  (add), but you can also go to the menu for Items and Sales Units to do this. For help on how to do this, please see the help texts for Items and Sales Units.

To edit a quote you tap what you want to edit. If you change the customer information in a quote you will be asked if you want to save that change to the customer record.

When editing the quote you have access to all the items that make up the quote such as; the customer details, the text describing the quote, the fixed price (if you have set one) as well as the items, quantities and prices that are in the body of the quote. Please remember to save your changes by tapping  (save).

If you make any changes to prices please make sure that the costing for the quote is as you expect it. 

If you want to email a quote you can do that by tapping  (email). At times it will not be displayed so then you need to go to the overflow menu on your device . If you wish to email a quote to a customer you can send it to the email address that is stored in the customer information (which is the email address from the customer file). If you wish to change this email address you will have that opportunity prior to sending the quote. If there is no email address in the customer file then you will be prompted to enter an email address prior to sending the quote.

The email will have a standardised text suggested, but you can change this text prior to sending the email, with the quote attached as a PDF file. If you have decided to attach any photos to the quote they will appear below the quote in the PDF document. If you wish to change the standardised heading and text that is presented as default you do that under Settings/Company Settings. In settings you will find “Quote email subject text” or “Quote email text”. 

If you want to preview a quote you can do that by tapping  (preview), at times it will not be displayed so then you need to tap the overflow menu on your phone and tap “Preview”. Prior to generating a PDF you will need to save your changes to the quote. If you wish to edit the information, you do that by leaving the preview and editing your quote. You can insert your company logo in the header of a quote or an invoice by uploading it to your company on SpeedInvoice Cloud (www.speedinvoice.com.au) under Settings/Edit Company Info/Upload new company logo image. If necessary the layout of the quote can be changed for you for a fee.

If you want to find the address on a map you tap (map), at times it will not be displayed so then you need to press the overflow menu button on your phone and choose “Show on map”. You can then use your map app to get directions to the address. You can also use the map function to approximate your current location if you want to update the address details on a quote or a customer record. You do this by tapping (guess address).

When quoting a job it might be beneficial to document site conditions or other aspects of the job by taking a few photos. In SpeedInvoice you can add up to ten photos to a quote by tapping  (photo). The photos are saved with the quote and can be viewed by any of your company’s staff who are also using the SpeedInvoice app. You can also add photos to a quote and share them with the customer, you do this by clicking the thumbnail and ticking the box. 

When you are done working on a quote you can close it. Closing a quote will prevent any further change to the quote. If you attempt to change a closed quote you will be asked if you would like to reopen it to make your changes. You close a quote by selecting the “Close Quote” action from the overflow menu.

Once you have received acceptance on a quote from a customer and have delivered the work or the goods you can convert a quote to an invoice by selecting the quote and choosing "Create Invoice" from the overflow menu. 

To get your logotype to display on invoices or quotes you go log in to our cloud service. You can log in by clicking on the text "Login" in the menu above. Once you done so you go to "Settings" and "Edit company info", where you upload your logo.

Invoices

Once you have received acceptance on a quote from a customer and have delivered the work or the goods you can convert a quote to an invoice by choosing “Create Invoice” from the overflow menu  on the Quote screen.

To edit an invoice you tap on the invoice you want to edit. If you change the customer information in an invoice you will be asked if you want to save that change to the customer record.

When editing the invoice you have access to all the items that make up the invoice such as; the customer details, the text describing the invoice, the fixed price (if you have set one) as well as the items, quantities and prices that are in the body of the invoice. Please remember to save your changes by tapping  (save).

 If you make any changes to prices please make sure that the costing for the invoice is as you expect it. 

If you want to email an invoice you can do that by tapping  (email). At times it will not be displayed so then you need to go to the overflow menu  on your phone. If you wish to email an invoice to a customer you can send it to the email address that is stored in the customer information (which is the email address from the customer file). If you wish to change this email address you will have that opportunity prior to sending the invoice. If there is no email address in the customer file then you will be prompted to enter an email address prior to sending the invoice.

The email will have a standardised text suggested, but you can change this text prior to sending the email, with the invoice attached as a PDF file. If you have decided to attach any photos to the invoice they will appear below the invoice in the PDF document. If you wish to change the standardised heading and text that is presented as default you do that under Settings/Company Settings. In settings you will find “Invoice email subject text” or “Invoice email text”. 

If you want to preview an invoice you can do that by tapping  (preview). At times it will not be displayed so then you need to tap the overflow menu  on your phone and tap “Preview”. If you wish to edit the information, you do that by leaving the preview and editing your invoice. You can insert your company logo in the header of an invoice or an invoice by uploading it to your company on SpeedInvoice Cloud  (www.speedinvoice.com.au) under Settings/Edit Company Info/Upload new company logo image. You can't change the layout of the invoice from your phone; we can however do this for you for a fee. 

If you want to find the address on a map you  (map). At times it will not be displayed so then you need to tap the overflow menu  on your phone and choose “Show on map”. You can then use your map app to get directions to the address. You can also use the map function to estimate your current location if you want to update the address details on an invoice or a customer record. You do this by tapping  (guess address). 

When quoting a job it might be beneficial to document site conditions or other aspects of the job by taking a few photos. In SpeedInvoice you can add up to ten photos to a quote by tapping  (photo). The photos are saved with the quote and can be viewed by any of your company’s staff who are also using the SpeedInvoice app. You can only add photos to an invoice, you can't add any documents.

When an invoice has been paid by your customer you can mark it as paid. You do this by selecting the invoice and then tap “Mark Paid” on the overflow menu. By marking invoices as paid you can log on to www.speedinvoice.com.au and search for paid or unpaid invoices on the menu invoice/invoice search.

When you are done working on an invoice you can close it. Closing an invoice will prevent any further change to the invoice. If you attempt to change a closed invoice you will be asked if you would like to reopen it to make your changes. You close an invoice by selecting the “Close Invoice” on the overflow menu.

If you wish to use only a text field and state an amount on your invoice you can do it straight away without creating items or sales units. If you wish to specify items and sales units on the invoice, for instance specify your work as consulting, sold in unit hours, then you need to add items in your item file and possibly some additional sales units in your sales unit file. You are able to do this as part of creating the invoice and adding new items and sales units by tapping  (add) on the respective menu, but you can also go to the menu items for Items and Units of Sale to do this. For help on how to do this please see the help texts for Items and Units of Sale. 

As you are working in SpeedInvoice you will notice that you are moving through a hierarchy of screens. The first screen you go to when choosing a menu item (quotes, invoices, customers etc) is an overview screen, so if you tap invoices you will have a screen that displays invoices created in the last 180 days (older invoices are only available through the cloud service). If you tap one of those invoices you will open a screen where the details from that invoice are displayed. It is on this screen that you decide what actions you want to take with regards to this invoice. You can send it, print it or add additional items or adjust the price. You can also update the customer information or attach photos and a number of other actions. When you do an action you are taken to new screens, but as you complete each task you are taken back to the previous view. If you wish to return to the previous screen without updating any information you can tap  (cancel) or the back-step button on your device.

When invoicing items SpeedInvoice can invoice those prices including or excluding GST, it depends on how you set the system up when you first started using it. If you need to change how GST is calculated you can do that in Company Settings under the menu “Prices and amounts are GST inclusive”.

When working in SpeedInvoice to create a new invoice you start by selecting the invoice menu, tapping  (add) and selecting a customer. If you do not have the customer registered that you want to raise an invoice for you tap  (add) on the “Select Customer” screen and register the customer. Once you have picked a customer there are a number of things that you can do:

- Start entering items and quantities for your quoted work or material. You do this by tapping the text “Items on Invoice” at the bottom of the screen (scroll if you can't see it) or by tapping  (item).

- Decide if the invoice is a fixed price or if the price is made up by the items on the invoice. If you want a fixed price you tap Payable Amount and enter the fixed price, if you want the cost to be the amount of the work and material specified on the invoice you leave this field blank.

- You might want to give the invoice a reference, i.e. New Kitchen or Consulting.

- You might want to change the default values for “Invoice Date” and “Due Date”.

- You might want to edit the customer information by tapping the customer name (name, contact person, address, phone numbers and email address).

- You can also enter a longer description of the work that you are invoicing by tapping the text “Tap to enter text”.

If you update the customer information on an invoice you will be asked if you want to update the customer record as well, or if the new information only should affect the invoice. This gives you the opportunity to maintain your customer record when you are doing a new invoice. It also gives you the opportunity to register a new contact person or a new address for an invoice, without changing the main customer record.

When adding items to your invoice you normally pick the items you want and pick the quantity of that item, adjust the price and the discount if necessary, add an explanatory text if need be and press the  (save). If you wish to edit an item prior to adding it to the invoice you can do so by using long press. You can also add a new item by tapping  (add). Please remember to save your changes by tapping  (save).

If you wish, you have the opportunity to document the work by adding photos to the invoice by tapping  (photo). You can add photos either from your album or by taking new ones.  The photos are saved with the invoice and can be viewed by any of your company’s staff who are also using the SpeedInvoice app. You can also add photos to an invoice and share them with the customer, you do this by clicking the thumbnail and ticking the box.

Once you are satisfied you have added all the items on to the invoice and have checked the price to make sure it is ok, you can look at how the invoice will present to the customer by tapping  (preview). Prior to generating a PDF you will need to save your changes to the invoice. Once you are satisfied the invoice is correct you can email it to the customer from the app.

There are a few additional actions you can do when working with an invoice. You can call the phone numbers in the customer record  (phone), show the address on a map  (map), approximate the address for your current location  (guess address), close the invoice for further changes or delete the invoice  (delete).[/accordion_item]

[accordion_item title='Creating an invoice by converting a quote']Once you have received acceptance on a quote from a customer and have delivered the work or the goods you can convert a quote to an invoice by choosing “Create Invoice” from the overflow menu  on the Quote screen.

To get your logotype to display on invoices or quotes you go log in to our cloud service. You can log in by clicking on the text "Login" in the menu above. Once you done so you go to "Settings" and "Edit company info", where you upload your logo.

Customers

To edit information on a customer you tap  (edit), or do a long press on the information that you wish to change. Once you have made the changes you need to save them before leaving the screen by tapping  (save). 

There is no way to delete a customer from the phone, but you can disable the customer which means no further quotes or invoices can be created on the customer. To disable a customer go to the customer record and tap  (edit). There is a check box next to the text “Disabled” that you tap.

Deleting a customer can be done in the cloud software. Please log on to www.speedinvoice.com.au and go to Customer. When you have found the customer record that you are looking for you click on the delete icon. You can only delete a customer if there are no quotes or invoices recorded for the customer. If there are you need to delete these first.

You can use SpeedInvoice to show you the location of a customer address by tapping  (map). At times it will not be displayed so then you need to tap the overflow menu  on your phone and choose “Show on map”. You can then use your map app to get directions to the address.

It is also possible to estimate a customers address if you are on site. If it is an existing customer where you want to update the address you go to the customer record and go to edit mode  (edit) or do a long press. When you are in edit mode you can tap  (guess address). The phone might not get the address 100% correct, but it can be a good starting point where you might be left with editing a small portion of the address information.

You can import customers from an existing system, if that system can export information to Excel, using the cloud software of SpeedInvoice. Please log on to your company on SpeedInvoice Cloud (www.speedinvoice.com.au) and go to Customers. When importing customers you first make sure you have at least one customer entered in the system. You then go to Customers/Export Customers and export your manually entered customers to Excel. This will give you a template where you can see the information of that customer in the format that you will need to use to enter additional customers. Once you have filled the rows in the Excel Spreadsheet with your remaining customer data from your current system you save the spreadsheet. You now go back to SpeedInvoice Cloud and go to Customer/Import Customers and select "Choose File", browse to the Excel file you just created and then select "Import". 

You can create a new customer by tapping  (add). At times it will not be displayed so then you need to press the overflow menu  on your phone. The only mandatory information is the customer name, but email, phone and address might come in handy. Please remember to save your changes by tapping  (save).

Item

You can import items from an existing system, if that system can export information to Excel, using the cloud software of SpeedInvoice. Please log on to your company on SpeedInvoice Cloud (www.speedinvoice.com.au) and go to Items. When importing items you first make sure you have at least one item entered in the system. You then go to Item/Export Item and export your manually entered item to Excel. This will give you a template where you can see the information of that item in the format that you will need to use to enter additional items. Once you have filled the rows in the Excel Spreadsheet with your remaining item data from your current system you save the spreadsheet. You now go back to SpeedInvoice Cloud and go to Item/Import Items and select "Choose File", browse to the Excel file you just created and then select "Import". 

You can create a new item by tapping  (add). At times it will not be displayed so then you need to go to the overflow menu  on your phone. The only mandatory information is an item description and a GST rate, but additional information such as price, sales unit and long description might come in handy. Please remember to save your changes by tapping  (save).

To edit the information on an item first pick the item in the item selection screen, then either tap  (edit) or long press the item. Please remember to save your changes by tapping  (save).

There is no way to delete an item from the app, but you can inactivate the item, which means no further quotes or invoices can be created with the item. To inactivate an item go to the item record and go to edit mode by tapping  (edit). At the bottom of the item record there is a check box next to the heading “Active”. Untick this box.

Deleting an item can only be done in the cloud software. Please log on to www.speedinvoice.com.au and go to "List all Items" or "Item Search". When you have found the item record that you are looking for you click on the delete icon. You can only delete an item if there are no quotes or invoices  that make use of the item. If there are you need to delete the quotes or invoices first.

Sales Unit

You can import unit of sales from an existing system, if that system can export information to Excel, using the cloud software of SpeedInvoice. Please log on to your company on SpeedInvoice Cloud (www.speedinvoice.com.au) and go to Unit of Sales. When importing items you first make sure you have at least one unit of sale entered in the system. You then go to Unit of Sales/Export Unit of Sale and export your manually entered unit of sale to Excel. This will give you a template where you can see the information of that unit of sale in the format that you will need to use to enter additional unit of sales. Once you have filled the rows in the Excel Spreadsheet with your remaining unit of sale data from your current system you save the spreadsheet. You now go back to SpeedInvoice Cloud and go to Unit of Sale/Import Unit of Sales and select "Choose File", browse to the Excel file you just created and then select "Import". 

A Unit of Sales nominates in what unit you sell your items. It is such things as a meter, kilo, each, hour, day etc. You can create a new unit of sale by tapping  (add). At times it will not be displayed so then you need to tap your overflow menu  on your phone. It is mandatory to give the new sales unit a code and a description. The description is what is shown in the system as well as on invoices and quotes, so it is good to keep it relatively short. Please remember to save your changes by tapping  (save).

To edit information for a unit of sale you tap  (edit). At times it will not be displayed so then you need to press the overflow menu  on your phone. Please remember to save your changes by tapping  (save).

Log on, Settings and Help

In the synchronisation log you will find information about any data conflicts that have occurred. Data conflicts may occur when you and a colleague change the same quote, invoice, customer, item. at the same time. If this happens the synchronisation log will identify what data was affected and what action was taken. The log only appears if you have synchronisation issues. 

If you have forgotten your username, password or company the app can send this to the email address you registered when creating your account. You do this from the Log On menu.

This is the place where we publish the frequently asked question for SpeedInvoice.

If there is help information that you feel is missing please let us know on support@speedinvoice.net

If you go to the Log On menu you have the option of changing your password. You also have the option of going to the menu “Reset User Password”, where you can give any user a new password as long as you have an Administrator role associated with your user. The individual that set up the company in SpeedInvoice always has the Administrator role.

You are only able to create new users for your Company in the cloud service. Please log on to www.speedinvoice.com.au where you go to menu Settings/Create New User. You need to have the role of Administrator in order to access this menu.

You can go to the menu Edit My User under Settings and update your email address or name. If you wish to change someone else's user information or delete them as users you need to log on to  www.speedinvoice.com.au where you will go to Settings/Users. You need to have the role of Administrator in order to access this menu.

The settings menu also has the opportunity to reset the content in your app. You do this by going to “Settings” and click the box next to “reset content”. You do this if your data for some reason has become corrupted.

The app in SpeedInvoice will work when you are offline as well as online. If you are offline there are however a couple of things that you can’t do. You will not be able to synchronise any information with SpeedInvoice Cloud and you can't send any emails. Whatever work you have done when you were offline will however get synchronised once you have connectivity again. If you have tried to send any emails whilst offline you will receive an error message “No connection to server”. You will need to send those emails again once connectivity is restored.

You can change the standardised text for email subject and text for both invoices and quotes by going to Settings/Company Settings. When editing the subject or the text of an email you can embed a number of constants from the below list:

|A| = Name of customer
|B| = Name of your company
|C| = Invoice/Quote number
|D| = Invoice/Credit Note/Quote
|d| = invoice/credit note/quote

You need to have the role of Administrator in order to access this menu.

You can also edit the subject or text at the time of sending an individual email, but this will only affect that email. 

You can add or change GST rates under the menu Settings/GTS Rates. To edit you tap an existing GST rate, to add you tap  (add). Please remember to save your changes by tapping  (save).

You can set which GST rate is the default GST rate in Settings/Company Settings.

You can also decide if your prices are including or excluding GST in Settings/Company Settings. If you want your prices to include GST (this means your item prices will have the GST component included) then there should be a tick in the check box, if your prices are excluding GST (this means your item prices will have GST added to them) then this check box should be empty.

 You need to have the role of Administrator in order to access this menu.

In the menu Settings/Company Settings you have the option to set a different number of days for the following parameters:

Default Invoice Due Days

Default Quote Validity Days

You need to have the role of Administrator in order to access this menu.

Synchronisation of data between the app and the cloud service happens automatically at regular intervals in the background. If you want to initiate a synchronisation manually, you can do so by tapping  (synchronise) available in most menus.

If you and a colleague are changing the same customer record, item etc. at the same time, one of the updates will not go through. If this happens you will receive an error message and there will be more information in the synchronisation log. The synchronisation log is found under the settings menu, but it only appears if you have synchronisation issues.

You can turn on a tracker of all data records that are unsynchronised. You do this under Settings/App Settings and tick the box next to “Mark Unsynchronised Records”.

In SpeedInvoice the role that is assigned to your user profile will dictate how much access you have to the various parts of the system. There are three standardised roles available in SpeedInvoice; Administrator (access to everything), User (some options under Settings are locked) and View Only (can only look at information,  not create new records). The user who creates the company in SpeedInvoice will be assigned an Administrator role.

 If you log on to the cloud service of SpeedInvoice at www.speedinvoice.com.au and go to Settings/Users (only accessible if you have the Administrator role) you can change the roles of your company's user. You can also disable users as well as delete users.

Under settings in the cloud service (you can log in from this site by clicking on "Login") you have a menu item "List all number series" where you can control the number series for quotes, invoices and customers. When changing a number series you have to bear in mind that you can not start a number series below an existing number, you can only go forward.