Free Trial Download

Pyxis Invoicing Annual Licence Payment

Buy Pyxis Invoicing - Annual Payment Option

STEP 1
Please choose your currency below.

STEP 2 (Optional)
If you have a coupon code, please enter it here
and click the Verify Coupon button.

STEP 3 (Optional)
* If you are located within the EU (outside Ireland) and are registered for VAT,
you do not need to pay VAT. Simply enter your VAT number here.
Then click the Verify VAT Number button.
Note: customers outside the EU are not charged VAT.

STEP 4
Click the button below to complete the annual licence payment setup.
You will be taken to a secure Paypal page to complete your payment.
You can make payment from either a Paypal or Credit Card account.

Pyxis Invoicing latest versions are now available on explorepyxis.com

This link will take you to the relevant page on the new website.

Many more featrues have been added.

The image below shows the new Windows PC user interface.

Pyxis Invoicing Single User - Frequently Asked Questions

How do I add a new customer?

Simply click the Add Customer tab in the top left. Enter the relevant details and click save. Note the image below shows this tab on a PC, it will look a little different on an Apple Mac.

add customer image

What should I choose in the Invoice To field?

If you choose Individual, the contact's first name and last name will appear on all documents. If you choose Company/Organisation the contact's name will not be printed on any invoice, credit note or statement.

I need to use a Service Invoice. I see no place for this?

Yes you can use either an item or service type invoice. The service type invoice usually will not display a quantity while quantity and unit price columns are usually shown in an item type invoice. However, do note that you can edit both the default service and item invoices to show whatever columns best suits your business. Invoice type selection buttons are located at the bottom left of the invoice view. The option you choose here is automatically saved after you enter any invoice line item. The next time you launch the application your option is automatically re-selected. Note that you can switch options at any time.

Image above shows the invoice type selection buttons (left).

How do I enter a payment?

Select the Customers tab, top left. Right click on the relevant customer.

From the drop down menu that appears, select enter payment.

The Payments tab on the bottom left will be automatically selected with the relevant customer's name shown. Then choose a payment date, enter a short description such as (CASH, VISA, TRANSFER, CHEQUE, ETC). Enter the amount and click Insert. And you're done.

I already have already issued some hand written invoices. Can I enter them into Pyxis Invoicing so they will appear in the statement.

Yes. This is a common request. Choose the relevant customer in the Customers Tab (see above answer).

However in this case, the customer's name will appear in the title bar of the application, see above.

This will automatically select the ENTER TRANSACTION tab in the bottom left. Within this section the ENTER INVOICE tab is selected. Here choose a date from your hand written invoice. Enter a short description in the Description field (Sales Invoice). Next enter the total amount of the invoice (including VAT if VAT was added to the invoice). Finally enter the invoice number from the hand written invoice and click Enter Invoice.

Note that if you enter an invoice number higher than any used by the system, the next invoice number generated by Pyxis Invoicing will use this number and increment it by one. For example if you enter Invoice number 1000 and this number is higher than any used by the system, the next number generated by the system will be 1001. However if the previous highest number used by Pyxis Invoicing was 500, for example, and you attempt to enter a hand written invoice numbered 400, the system will disallow this, if Pyxis Invoicing has previously used this number.

This is my first time using Pyxis Invoicing. How can I start my Invoice at number 201?

Yes, simply enter the invoice number you wish to start with in the Invoice number field, as shown in the previous answer. However do not click the Enter Invoice button. Instead, enter an invoice using the normal procedure (see below). You will be asked for confirmation when entering the first invoice line item that you do wish to use this number. If yu happen to enter a number in this field that is lower than a number already used by the system, it will be ignored.

How do I enter VAT rates?

Click the VAT button near the top right of the window.

This will open the VAT Rates window, above. Then simply enter any VAT rates, clicking the Add VAT Rate button for each one.

What are the steps you recommend for getting started with Pyxis Invoicing?

1. Follow all default settings for installation.

2. Launch the application.

3. Click on the Design button to edit the default documents you need to use.

4. Start by editing either the Service or Item invoice type you wish to use (or both).

Image above shows the Open and Save buttons on top left of the design view.

Click open and browse the Stationary folder for the document you with to edit (eg. Invoice.pyx to edit the default invoice)

To get started quickly, simply select the header and replace the business name with yours (see the video)

Image above shows the Business Name text box being edited. You have full control over colours, font size, style, and you can add and scale any images you wish. Note that any images added are always scaled in proportion.

Also select the address and replace it with yours.

Do the same for the phone number.

Select the VAT number and replace it with yours.

Click save to save the document.

A preview is automatically opened. Always close the preview before continuing to edit.

Continue to adjust colours, font size, etc, until you are happy with the final document.

Note that after editing the Invoice, for example, if you choose the Service Invoice in the drop down list (shown above) and click Save, the Invoice will be saved as the Service Invoice. This might save you considerable time, as you don't need to create two similar invoices. Create one save it as both, then edit the relevant fields as appropriate.

Before completing your design, ensure that the relevant fields remain and are sized correctly.

The invoice data will be placed in the yellow coloured fields; these do not print.

After your documents are edited as appropriate, Close the Design view.

5. The next step is to enter your customers.

To do this, click the Add Customer tab, top left of the main window.

Enter the customer's details and click save.

6. Next enter VAT rates, if you charge VAT.

To do this click the VAT button, top right.

Enter the Vat rates in the field provided in the field provided and click Save.

7. Note that if you invoice for similar products on an ongoing basis, you can enter these via the Products button, top right.

You are now ready to create your first invoice.

8. Right click on the customer name in the customer's table, top left.

Select Create Invoice.

Note that this brings the cursor to the description area bottom right.

Each invoice line item is entered from here.

Invoice items are entered from the bottom right. You can enter details manually or you can choose frequently used items from the Product, drop-down list.

Even if you do enter your products or services in the products section, you can over-ride all of the details here.

Or if you don't use the Products section, simply enter all details here directly: Quantity, Unit Price, VAT rate (if applicable) and Discount (if any)

Then click the Insert Item or similar button (depending on your operating system) on the bottom right.

Today's date is entered automatically, but you can over-ride this to enter any date you wish.

Note than you can optionally enter a Customer Order and Own Reference in fields above the invoice.

Image above shows the Order and Job Reference fields.

If you leave the Warning tick-box checked, you will receive a warning if these fields are left blank.

Continue to enter more line items, if required, in this fashion.

9. When complete, Click either the buttons under the Invoice total.

The button to the left with automatically create either an Item or Service invoice with fields only, depending on which button is checked.

The button to the right will create a full invoice, again either a Service or Item invoice, depending on your selection to the left.

Your first invoice will be created and automatically open in Acrobat Reader for email or print.

Note that if you make a mistake, or the data fields in the invoice don't align as expected, you can close the invoice, edit it using the Design window, as outlined above, and then re-create it.

Image above shows, top the drop down menu that appears when customer name is right clicked, and at the bottom the transactions for this customer after the View Customer Transaction List choice was clicked.

To do this, if the invoice isn't open, right click on the customer's name in the Customer's tab, top left.

Click View Customer Transaction List.

This will display any invoices, credit notes, etc, bottom left.

Right click on the relevant invoice, and click Open.

This will re-open the invoice in the invoice view.

Click the relevant button to re-create it. (Ensure the previous version was closed first).

How do you edit text in the Design View?

Pyxis Invoicing design view

Design View

To edit text, first choose the Select button near the top left.

Next select the field you wish to edit.

Note the Pyxis Black . . . text is selected above.

The selected text appears in the text editing area to the right, underneath the colours.

Edit the text in the in the text editing area, change font, size and colour as you wish.

Then click the Place Text button.

If the text doesn't fit, you will need to enlarge the text field by dragging one of its four corner handles.

You will have better control over text by entering each line of text within its own field.

I need to use a Delivery Note. Is this possible?

Yes, since version 2.5.0.6 you can create and print your own custom Delivery Note. An additional icon with a small delivery truck has been added to the user interface next to the Create Invoice buttons.

I have added a payment at a future date in Error. I cannot see it or figure out how to delete it.

Since version 2.6.0.2 a message will be displayed highlighting the fact that you have entered a payment to be applied at a future date. Based on user feedback we have also added all future transactions, including payments and invoices, to the internal Transactions view. So when you choose a customer, and then select View Customer Transaction List, all transactions in that customer's account will be displayed into the future. So if you enter a future transaction in error, this will be immediately obvious and it can be deleted by simply selecting it and then choosing the Delete option from the drop-down menu in the Transactions view.

I note the Add Customer view is designed for customers based in Ireland. Is it possible to enter Northern Ireland or UK customers?

Yes, since version 2.6.0.0 Country options have been added to the user interface. This option includes Northern Ireland, when only Northern Ireland counties will be displayed in the relevant County drop-down list. The same applies to the United Kingdom, when only British counties will be shown. When the United States is selected, the County fields will be replaced with State fields.

I am forced to enter an email address when entering a customer. Some of my customers have postal addresses only. Is there any way around this?

Since version 2.6.0.3 the necessity for a customer to have an email address has been removed. However, if you do enter any text in the email field, email validation rules will be applied: in other words, you must enter a valid email address or leave this field blank.

Is it possible to sort customers alphabetically?

This has become the default sorting option since version 2.6.0.4. Customers are first sorted by their last name and then their first name. Previously customers were sorted by customer number.