FAQs

[vc_row][vc_column][vc_column_text]For full list of support articles & knowledgebase visit our Support Center.[/vc_column_text][vc_separator][vc_toggle title=”Add logo and contact info to invoices, estimates and receipts” el_id=”1449600948511-2ef95966-5ac0″ css=”.vc_custom_1452124012754{background-color: #f2f2f2 !important;}”]Here are some of the settings available for your company:

  • Company Name
  • Logo (Basic or Pro plans only)
  • Website
  • Tax Number
  • Address
  • Phone number
  • Fax Number
  • Email address
  • Deactivate

Smartphone

  1. From the main screen, touch  Settings on the menu bar.
  2. Select My Companies.
  3. Select the company you would like to edit.
  4. Tap the Pencil Icon to select a logo.
  5. Select a photo from your device.
    (Street Invoice supports BMP, JPEG, GIF and PNG formats. The logo will be scaled down proportionately to a maximum of 3cm by 3cm, so a square logo will look best. You can also set a logo across the width of the page from the Windows PC version.)
  6. Enter the company details, which will appear on all invoices, estimates, receipts and statements for this company.
  7. Tap  the checkmark to save this company.

 

Window Desktop PC

1.       From the Street Invoice Main Screen, click Settings to open the System Settings menu.
2.       Click Companies.
3.       Click Edit and enter your company info. Address and Phone information will appear on your printed or emailed invoices, receipts and statements.
4.       To add your company logo, click Company Logo and then Select Image. Locate the image file on your computer and click Open. Street Invoice supports BMP, JPEG, GIF and PNG formats. The logo will be scaled down proportionately to a maximum of 3cm by 3cm, so a square logo will look best. You can also set a logo across the width of the page from the Windows PC version[/vc_toggle][vc_toggle title=”Create an invoice” el_id=”1449601144563-cd321389-1352″ css=”.vc_custom_1452124002209{background-color: #f2f2f2 !important;}”]Click here to see our video tutorial.

  1. From the Street Invoice Home Screen, touch Invoice.
  2. Touch + (plus sign) to begin creating a new Invoice
  3. Select the customer for this invoice. Touch the plus sign on the Customers screen to add a new customer. The new customer will automatically be selected for this invoice
  4. Tap Add Item
  5. Select an Item from the Item list.
  6. If the Item you’d like to use is not on the list, you can add a new item by touching on the plus sign.
  7. Enter a description if you’d like. (This is a good place to add details of the work done.)
  8. Enter a quantity.
  9. Enter the price.
  10. Select if the item is Taxable. (The Item will be displayed on screen with (T) next to the item code.)
  11. Save the invoice
    To Save the Invoice, (and send it, if Send Invoice is checked) be sure to touch Save or Save & Send.
    If you do not touch Save, your invoice and any changes you made will be lost, (and the invoice will not be sent).

For more details, see the in depth article:http://help.beontrac.com/customer/portal/articles/1125802-how-do-i-add-a-new-user-to-my-account-with-video-[/vc_toggle][vc_toggle title=”Install Street Invoice on Windows PC” el_id=”1449601176026-06b7fb0a-9c24″ css=”.vc_custom_1452124048139{background-color: #f2f2f2 !important;}”]

  1. On your Windows PC, start Internet Explorer and go to http://beontrac.com/pc.htm. Street Invoice will launch momentarily.
  2. In the future, start Street Invoice by clicking on Start menu; click All Programs, Street Invoice, and then Street Invoice.

If you run in to any problems:

  • Make sure you are using Internet Explorer (some versions of other browsers, such as Chrome or Firefox, are not supported).
  • If you have attempted to install Street Invoice using a web browser other than Internet Explorer, it may have been installed incorrectly. To repair this:

1. Open Programs and Features by clicking the Start button, clicking Control Panel, clicking Programs, and then clicking Programs and Features. (In Windows XP, click Control Panel, and then double-click Add or Remove Programs.)

2. Click Street Invoice, and then click Uninstall/Change. (In Windows XP, click Change/Remove.). ClickOK.

3. Install Street Invoice according to the instructions above, while using Internet Explorer.

  • Street Invoice requires the .Net Framework 2.0 or higher to be installed on your system. Almost all Windows PCs today already have it installed. To install .NET Framework, click here.

If you are still experiencing difficulty, contact support@streetinvoice.com or call toll-free: 866-959-0966 (outside of USA +1 (718) 530 1900).[/vc_toggle][vc_toggle title=”How do I add an Item to my Item List?” el_id=”1449601175575-0240b56a-f02a” css=”.vc_custom_1452124059243{background-color: #f2f2f2 !important;}”]

  1. Street Invoice supports multiple price levels. So for example, you can have a retail price and a wholesale price. When you add an item to an invoice, you can select the price level to use (in version 1.5 or later).
    You can also set your customer’s pricing in customer preferences. Then, when you add an item to their invoice, they will automatically be charged the appropriate price (all versions)
    Don’t do pricing levels? You can also keep it simple and stay to one pricing level.
    Setup price levels and choose default price level in System Preferences in the Windows edition.

Android/BlackBerry 10

1.       On the Street Invoice Main Screen, touch Items.
2.       Touch the plus icon + to add a new item.
3.       Enter a short name for the Item and a longer description if you’d like.
4.       You can choose a category to help you manage your items.
5.       Is the item taxable? Street Invoice can automatically add tax. (Setup Local Tax Rates)
6.       When you will no longer be using the item, you can set it as not active, so it will not clutter your item list.
7.       Pro users: you can set a Cost for this item.
8.       To set your price, touch Add Price. Choose a Price Level & enter the Price. Touch Save.
9.       Touch the check mark to save you new Item.

BlackBerry OS 7 or earlier

1.       From the Street Invoice Main Screen, select More, then select Items.
2.       Select New Item.
3.       Enter a short name for the Item and a longer description if you’d like.
4.       You can choose a category to help you manage your items.
5.       Is the item taxable? Street Invoice can automatically add tax. (Setup Local Tax Rates)
6.       When you will no longer be using the item, you can set it as not active, so it will not clutter your item list.
7.       To set your price, select Add Price. Choose a Price Level & enter the Price. Select Save.
8.       Select Done to save you new Item.

Windows PC

1.       From the Street Invoice Main Screen, select Item List.
2.       Select Add Item.
3.       Enter a short name for the Item and a longer description if you’d like.
4.       You can choose a category to help you manage your items.
5.       Is the item taxable? Street Invoice can automatically add tax. (Setup Local Tax Rates)
6.       When you will no longer be using the item, you can set it as not active, so it will not clutter your item list.
7.       To set your price, choose a Price Level & enter the Price.
8.       Select Done to save you new Item.[/vc_toggle][vc_toggle title=”How do I import my customers to Street Invoice?” el_id=”1449601223376-a36d3cdc-7b7e” css=”.vc_custom_1452124069202{background-color: #f2f2f2 !important;}”]

  1. Individual Customers

    You can import individual customers from the contacts on your mobile device. (Requires Street Invoice version 1.4 or higher)
    Here’s how:

    1. From the main screen, tap Customers.
    2. Tap the plus sign (+) to add a new customer.
    3. Tap Select from Address book.
    4. Tap a contact to select them.
    5. Tap the checkmark to save the new customer.

    Bulk Customer Import

    This feature is available for users of Street Invoice Basic or Pro.

    The Customer Import template allows you to upload all you customers to Street Invoice in bulk.
    1.       Download the Customer Import template to your hard drive. The template will open as a Microsoft Excel file and contains a preformatted worksheet where you provide your customer data.
    2.       Enter Customer Information. Follow the instructions in the Instructions worksheet.
    3.       Upload your file by saving the file and email it to support@beontrac.com. Be sure to include your account number.
    Please note that there is a limit of 300 customers per account. If you need more customers, please contact Support.

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  1. You can now accept credit cards in Street Invoice app.
    Your customers can also pay from the convenience of their computer or mobile device when they receive your invoice email.
    How to get get started seconds
    • Powered by Stripe
    • Seamless, secure and smart, with simple pricing.
    • Stripe fee: 2.9%* + 30¢ per successful charge.
    • Accept major international debit or credit cards, including Visa, MasterCard, American Express, Discover, Diners Club and JCB
    • No monthly fees
    • No refund costs
    • No hidden fees
    • Our payments provider, Stripe, actively works to prevent fraudulent charges.
    • There is a $15.00 fee for chargebacks. If the dispute is resolved in your favor, Stripe refunds this fee.

    * There is a additional 1% application fee per transaction if you have the Free plan

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  1. Every Street Invoice account starts with a FREE 30 day trial.
  2. After the trial period, Street Invoice is free to use for up to 15 invoices a month.
  3. For more invoices, and for premium features, sign up for one of the Street Invoice paid plans.
  4. See the Street Invoice Pricing page for more details.

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  1. Street Invoice numbers invoices and credits automatically in sequence.
    Payments and refunds are also numbered in sequence.
    A new Street Invoice account starts numbering at 100.
    At any time, you can set the numbering to start from a specific number.

Mobile

  • From the main screen of Street Invoice, select Settings
  • Select Preferences
  • In the Invoice, Estimate & Credit PDF Options section, set the Invoice Number
  • Select Save for the change to take effect.

[/vc_toggle][vc_toggle title=”How do I import my items?” el_id=”1449601367175-b47dc3a9-7a45″ css=”.vc_custom_1452124108635{background-color: #f2f2f2 !important;}”]

  1. This feature is available for users of Street Invoice Basic or Pro.The Items Import template allows you to upload all your item to Street Invoice in bulk.
    1.       Download the Items Import template to your hard drive. The template will open as a Microsoft Excel file and contains a preformatted worksheet where you provide your item data.
    2.       Enter Item Information. Follow the instructions in the Instructions worksheet.
    3.       Upload your file by saving the file and email it to support@beontrac.com. Be sure to include your account number.Please note that there is a limit of 300 items per account. If you have more items, please contact Support.

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