Core2 Invoices - FileMaker Accounting Software version 1.0.1.0

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This complete invoicing and payment module can be added on to any FileMaker® Pro database system or purchased as an optional add-on module for Core² CRM. It is completely preprogrammed to be tightly integrated with QuickBooks® using our FM Books connector plug-in. Plus it is 100% customizable so you can modify it to fit your specific business needs.

KEY FEATURES:

Core2 CRM functionality included, plus:

Invoices:
Create and track customer invoices, as well as send invoices via mail,
e-mail or print to PDF (supports unlimited invoice line items and invoice pages).

Payments:
Create and track customer payment history (supports multiple payments across multiple invoices).

Reporting:
Includes aging reports, sales reports, customer balance reports and graphs.

QuickBooks Integration:
The easy push button maintenance process assists you in importing and refreshing your customer list, invoice history, payment history, chart of accounts, payment methods, sales reps, payment terms, shipping methods, customer messages, and invoice items. Smart QuickBooks logic identifies which transactions are already in QuickBooks vs. ones that are not. By integrating with QuickBooks you can greatly reduce processing time and eliminate double entry. Please note integration with QuickBooks is available only on the Windows platform.

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System Requirements

Application: FileMaker Pro 9.0v3 - 11
Adobe Flash Player 6
(or above)
Plug-in specs may vary

Platform: Windows® XP/VISTA/7
Mac OS X 10.4.11-10.7

Pricing

Core2 Invoices Site: $499.95

Site + 1 FileMaker Pro License: $791.48

Site + 5 FileMaker Pro Licenses + 1 Yr. Maintenance: $1,889.33

Site + 5 FileMaker Pro Licenses + Server + 1 Yr. Maintenance: $2,692.73

Site + 10 FileMaker Pro Licenses + 1 FileMaker Server + Maintenance: $4,082.10

Core2 CRM With Invoices: $999.95

1 Hour Training Online or Classroom for up to 5 people: $99.99

Installation Support (See Solution Support Spec): $499.00

FileMaker Pro - Single User ** Pricing is ONLY valid if you purchase Core2 CRM.: $291.53

Plug-in Information

Plug-ins must be purchased separately. Successful integration of FileMaker plug-ins requires the creation of integration scripts within your FileMaker solution. A working knowledge of FileMaker Pro, especially in the areas of scripting and calculations is necessary.

Demo Limitations

Please Note This demo is a locked runtime solution and does not require FileMaker to test. You are limited to 20 invoices and Items. Should you want a more in-depth view please complete our Request for Quote form so that a representative can show you how the Core2 Invoices can be customized to fit your specific needs.

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Reseller Program

Quick Start Guide

Developer's Guide

Spec Sheet

Video Library

Doc Library

Product Forum

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Version History

click to expand
- version date released platform description
- 1.0.1.0 12/07/2011 Both Invoices File Changes:
  -List sort orders corrected
  -Adding a new item: can now left-click to edit item picture
- 1.0.0.11 08/15/2011 Both Invoices File Changes:
  - Change error trapping in "uiQB_ViewItem" script to trap for ERROR rather than 0 as the plug-in does not return a 0 for success but rather END.
  - Removed old PCI logo from the "About" layout.
  - Added a calc field that checks for a "ship to" address so we can have a blank address without the comma showing in the Invoice Print layout.
- 1.0.0.10 04/21/2010 Both Invoices File Changes:
  - Added phone number to company header on "Invoice Print" layout
  - Changed payment customer select from drop-down to filterable portal
  - "_QB_InvoiceLineItemAddOrModRq" script bug fixed, empty invoice line items will now push to QB properly
  - "Invoice Sort List" script bug fix, now sorts by Date and Balance Due correctly
  - Corrected spelling error in "Save/Post Payment" script
  - Moved Mac "Sharing" submenu from FileMaker Pro menu to File menu. This works around an issue with FM11 where custom submenus do not expand properly when placed in the FileMaker Pro menu.
  - Corrected relationship from INVOICE to invoice_CNTCT__CustRef, used in Invoice import routine
  
  Preferences File Changes
  - Moved Mac "Sharing" submenu from FileMaker Pro menu to File menu. This works around an issue with FM11 where custom submenus do not expand properly when placed in the FileMaker Pro menu.
- 1.0.0.8 08/11/2009 Both Invoices File Changes:
  - Changed auto-enter formula on InvoiceItems::Description field to look up item description rather than item name.
  - Removed nonfunctional script steps for handling of invoice line item groups from _QB_InvoicesRs as we do not support item groups.
- 1.0.0.7 03/18/2009 Both Invoices File Changes:
  - Adjust the invoice file close script to only end the FileBooks Link session if the plug-in was registered.
  - Fix paid status to only display if there are both invoice line items and payment items.
  - Custom Menu, Help menu item: Invoices = http://www.core2crm.com/video/indexinvoices.php?ID=368
  - Update the print layout to include both the FileMaker Invoice number as well as the QB Invoice number.
  - Update Invoice preferences to address registration of FM Books Connector
- 1.0.0.6 11/11/2008 Both Invoices File Changes:
  - Allow Invoice and Item list to only display as a list (remove form and table view options).
  - Remove the one custom function that is no longer needed.
  - Fix a bug when emailing an invoice so that it populates the email "TO" field.
  - Remove unused fields.
  - Fixed typos in "about" screen.
  - Add a link to the videos in under "help"
  http://www.core2crm.com/video/indexinvoices.php
  - Add the "Insert" menu item on the minimal menu set.
  - Insert the "PAID" graphic on the invoices side.
  - Add a preferences tab to accommodate the paid status graphic.
  - Adjusted the scripts that pull in items to report the correct if the particular list was empty.
  - On Lists layout - Accounts Tab - the field labeled 'QB List ID' was displaying the incorrect field.
  - Combine the Unit price and Sales prices fields into a single field.
  - Hide all QB buttons when in find mode
  - Minor modifications to the conditional formatting associated with the Invoices Bill To and Ship To area.
- 1.0.0.5 09/26/2008 Both Invoices File Changes:
  - Allow Invoice and Item list to only display as a list (remove form and table view options)
  - Remove the one custom function that is no longer needed
  - Fix a bug when emailing an invoice so that it populates the email "TO" field.
  - Remove unused fields
  - Cleaned up developer layouts
- 1.0.0.4 07/13/2008 Both Invoices File Changes:
  - QB CustomerAddOrModRq (add country)
  - Fix a problem with the Quickfind Script not going to the correct layoutI
  - Change all IDS to Text
  - Remove the "Entities" value list
  - Update the Table Occurrence from qbCNTC_qbID to qbCNTCT_qbID
  - Invoices: Payments: remove calc on qb_CustomerRefListID
  - The new record command now triggers the new record script by way of the custom menus.
  - Fix a display issue of the To/Assigned To Field in the activieis portal for tasks.
  - Update Customer Message text when resetting.
  - Modify the reporter to better draw the graphs on the Windows platform.
- 1.0.0.3 07/11/2008 Both Invoices File Changes:
  - Public Release
- 1.0.0.2 04/28/2008 Both Invoices File Changes:
  - Remove animations from graphs
  - Fix occasional problem with infinite lop when pulling in items from QuickBooks.

Core2 Invoices - FileMaker Accounting Software version 1.0.1.0