Welcome to VersaCheck Smart Invoice & Estimates
Help.
VersaCheck SI&E is a powerful financial tool that can help you create and
manage invoices, estimates and purchase orders. VersaCheck Smart Invoice &
Estimates is a multi-featured program that will help you save time and money,
and will allow you to manage your customer accounts with ease!
The SI&E Help files have been designed to allow you easy access to information
about how to use and where to find the many powerful features included in the
program.
- The first step is to install the SI&E program
onto your computer.
- When you first start the program, VersaCheck Smart Invoice will create a
default file, VCheck.vdf. This is your main data file that holds all of your
accounts, transactions, etc. (You may create additional .vdf files by selecting
New from the File menu.)
- The opening Getting Started screen allows you to
view an overview of basic program options.
- You will need to setup new accounts for each account
you wish to manage with VersaCheck.
- If you wish to use automatic transactions for things such as future payments,
tracking direct deposits or automatic bill-paying, your next step will be
to follow the steps for setting up Bills and Scheduled
Transactions.