Information

Index

Click a button to go to a subject.

Subject

Description

Overview

General information about this SmartMaster.

Steps

Procedures to use this SmartMaster.

Tips

Helpful hints for using this SmartMaster.

Conventions

Details on conventions used in this SmartMaster.

Notes/FX Enabling

Description of Notes/FX and available fields.

Macros

Individual macro commands and their descriptions used

in this SmartMaster.

About

Information about the developer of this SmartMaster.

Overview: Invoice SmartMaster

All cash flow starts with an invoice. Using the Invoice SmartMaster you can keep track of all goods shipped

and services rendered and track all associated costs.  To use it, simply fill in the shaded areas.

Step: Using the Invoice SmartMaster

1. Enter the information about the customer that you are billing.

2. Enter the information about where the goods are being shipped.

3. Enter invoice-specific information such as the invoice number, the invoice date, and so on.

4. Enter all of the line items.

5. Enter the sales tax information by entering a number or a formula.

For example, enter +SUBTOTAL*.05 to compute a 5% sales tax.

Tips

• Make sure that you enter an amount in the quantity column for each line item.

• If you send repeat invoices to customers, use a previous invoice or "Keep Data" to streamline the data

entry process.

• Many companies will not pay invoices unless the credit terms are clearly defined, so be sure to state

the terms to which you and your customer have agreed.

• If you need more than one line for a description, make sure you enter the quantity and the price on

the same row, or you may get an incorrect answer.

• The cell where tax is entered is unprotected so that you can enter any tax as a value, or enter a formula

that calculates a tax, as your state may require one.

Conventions

Cell Types

Shaded cells are data entry areas. Outlined cells contain formulas that are automatically computed.

Printing

All forms print in portrait orientation.

Dates

Enter the date as MM/DD/YY.

Using this SmartMaster with Notes/FX

Notes/FX lets you exchange data between applications by embedding the data as an object in a Notes form.

In 1-2-3, the range called "Notes Fields" can be made available to Notes for exchanging data between Notes

and the spreadsheet.

This SmartMaster contains fields that can be used for Notes/FX applications. To see the range named

"Notes Fields," click on the Notes Fields button. For more information about using Notes/FX, see the Notes

documentation.

About this SmartMaster

This SmartMaster was developed by KMT Software, Inc. KMT Software is the developer of several

add-on products that are marketed under the Lotus name through Lotus Selects. KMT Software has

worked closely with Lotus to develop the Lotus SmartMaster Collection for 1-2-3 Release 5, a

collection of dozens of additional SmartMaster templates. The Lotus SmartMaster Collection for

1-2-3 Release 5 includes SmartMaster templates to help you manage your business as well as your

personal planning and finances.

To order or learn more about the Lotus SmartMaster Collection for 1-2-3 Release 5, in the U.S. please

call Lotus Selects at 1-800-635-6887.  In Canada, call 1-800-GO-LOTUS.