Xin Cube Home > Articles > Xin Invoice 3.0 User Guide > Company Information > Add New Company
Getting Started
Company Information
Definition
Add New Company
Open Company
Update Company
Delete Company
Add Company Logo
Remove Company Logo
Set System Data
Default Document Setting
Payment Terms
Inventory Category
Tax
Reference Code
Email Format
Setup Email Server
Personal Preference

Inventory Database
Definition
Add new Inventory
Update Inventory
Delete Inventory
Add Inventory Photo
Remove Inventory Photo
Import Inventory
Export Inventory

Customer Database
Definition
Add new Customer
Update Customer
Delete Customer
Add Customer Photo
Remove Customer Photo
Import Customer
Export Customer

Sales Person Database
Definition
Add new Sales Person
Update Sales Person
Delete Sales Person
Add Sales Person Photo
Remove Sales Person Photo
Add Sales Person Signature
Remove Sales Person Signature
Import Sales Person
Export Sales Person

Quotation
Definition
Draft Quotation
Generate Quotation
Update Quotation
Delete Quotation
Duplicate Quotation
Customize Template

Invoice
Definition
Draft Invoice
Generate Invoice
Update Invoice
Delete Invoice
Duplicate Invoice
Import From Quotation
Generate Delivery Note
Receive Payment
Recurring Invoice
Customize Template

Credit Note
Definition
Draft Credit Note
Generate Credit Note
Update Credit Note
Delete Credit Note
Duplicate Credit Note
Import From Invoice
Customize Template

Security
Set Password
Data Backup




 

Add New Company

After you installed Xin Invoice 3.0 in your computer, on the first time when you run Xin Invoice program, a first company will be created by default. You can still create another new company with a new set of data.

1. In Xin Invoice 3.0 program, click on "Company" tab on the top right corner to open Company Database.
Open Company Database

2. This is the Company Database main screen. You shall see the default created company.
Default Created Company

3. Click on the drop down button under "New" on the top left menu, select "Create New using Wizard".
Create new Company

4. On the popup Wizard screen, click button "Next".
Create new Company using Wizard

5. Enter company information and tax information, click button "Next".
Company and tax information

6. Enter company contact information, click button "Next".
Company contact information

7. Enter company address. If you have a long address, you may enter up to the maximum 4 columns, otherwise leave blank. Click button "Next".
Company address

8. Upload your company logo. Click on "Browse" button to choose your company logo file. If you do not have a company logo image file now, uncheck the option "Use Company Logo". You can always upload the logo later. Click button "Next".
Upload company logo file

9. Enter your default document setting. Click here for more information about default document setting.Click button "Next".
default document setting for invoice or quotation

10. Define tax setting. Click here for more information about defining a tax code.Click button "Next".
Define tax code

11. Choose your taxation method. Click here for more information about defining a taxation method.Click button "Next".
Define taxation method

12. Define Quotation Reference Code. Click here for more information about defining a Reference Code.Click button "Next".
Define Quotation Reference Code

13. Define Invoice Reference Code. Click here for more information about defining a Reference Code.Click button "Next".
Define Invoice Reference Code

14. Define Credit Note Reference Code. Click here for more information about defining a Reference Code.Click button "Next".
Define Credit Note Reference Code

15. Click on button "Finish". Great job! You have now completed the wizard an new company has been created.
Successfully create company information

16. Now you will see your newly created company listed on the Company Database
New Company listed on Company Database



Next : Click here to learn how to open this newly created Company >>
 
     
 
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