D D Lfinic Lfinic M M: o o o o

dolfinico
lfinicom ™
Version 3.0.x
For Windows
Invoicing Manual
Invoicing, Point Of Sale and Data Management Solution
“Invoicing, Point of Sale and Data Management All in 1 Integrated Package!”
A Product of Integromedia Corporation
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Integromedia Corporation
Copyright and Trademarks
“integromedi@” and “IC” are registered trademarks of Integromedia Corporation in Canada and certain
other countries. Copyright © 2005 Integromedia Corporation All rights reserved.
How to Use this Guide

This User Guide has been designed to make understanding the Universal Point of Sale System™ (Dolfinicom™) easier than ever. Look for the
following items when reading this Guide:
The Stop sign means there is a Note of interest and is something you should pay special attention to
before or while installing and using your Dolfinicom™.
This Warning sign means there is a Caution or Warning and is something that could cause adverse
effects to your Dolfinicom™or its functionality and or cause loss or damage to data.
The Go sign means that there is a suggestion or item of interest and once you have read and considered
the item you may proceed to the next section.
Your message will appear like this:
Message.
and or and or
Notes:
Program Interfaces are Dolfinicom™ User Mode Option GUI’s (Graphical User Interface).
Option Interfaces are interactive frames within a Program Interface for the purpose of adding or changing data.
Major Buttons navigate between Program Interfaces.
Minor Buttons navigate between Option Interfaces within an Interface.
Manual changes and updates are delayed after product changes and one should therefore consider this when consulting manuals.
In addition to these symbols, there are definitions for technical terms that are presented like this:
Word: Definition.
Also, each figure (diagram, screenshot, or other image) is provided with a figure number and description, like this:
Figure 1: Sample Figure Description
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table of co
contents
Chapter 1: Getting Familiar with Invoicing
A: FILE 4
B: OPTIONS 5
C: PROCESSING 6
D: TOOLS 7
E: HELP 8
Chapter 2: Operation
A: Creating an Invoice 11
1. Initializing an Invoice
Menu Method
Button Method
Search Method
Cash Sale Method
2. Item Selection 13
Drop Down Menu
Search Item by Category Number
Search Item by Item Name
Search Item by Button Map
Adding Associated Items to Your Invoice 19
Invoice Dates
3. Item Editing 20
Deleting Items
Changing Quantity
B: Processing Invoices 21
1. Processing an Open Invoice
2. Processing a Selected Invoice
3. Rich Text Format
4. Standard Printer
5. E-Mail
C: FILE 26
D: OPTIONS 30
E: PROCESSING 33
F: TOOLS 36
G: HELP 37
Appendices
appendix a: glossary 38
appendix b: about Dolfinicom™ 39
appendix c: adding a logo to the invoice template 40
appendix d: troubleshooting 41
appendix e: errors and warnings 42
appendix f: icon quick reference 43
appendix g: specifications 44
appendix h: footnotes 45
appendix i: contact integro
integromedi@®
medi@ 46
Documentation and User Manuals can also be found in the Dolfinicom™ program directory of the installed program (or by clicking on your
Dolfinicom™ program group in the Start Menu).
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Chapter 1: getting familiar with invo
invoicing
A: FILE
Before Installing your Dolfinicom™ insure that you have one of the following operating systems:
Windows 98SE, ME, XP, 2000, Vista; Mac (with appropriate windows emulator)
The main invoicing window will look like this:
SWITCH COMPANIES allows you to associate the invoice to another

company other than that currently billing the customer. That is,
Integromedia Corporation will be changed to another company (or
department) that is specified.
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B: OPTIONS
ADD / EDIT INVOICE PRODUCTS

ADD / EDIT DISCOUNT
ADD / EDIT SHIPPING HANDLING OTHER
ADD / EDIT INVOICE CUSTOMER
ADD / EDIT INVOICE BILLING INSTRUCTIONS
ADD / EDIT INVOICE REFUND INSTRUCTIONS
ADD / EDIT DATES
ADD INVOICE MEMO
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C: PROCESSING
PROCESS INVOICE – Printed Only

PROCESS INVOICE – Printed with Copy
PROCESS INVOICE – Printed and Fax
PROCESS INVOICE – Print and E-Mail
PROCESS INVOICE – E-Mail Only
PROCESS INVOICE – E-Mail Only
PROCESS INVOICE – E-Mail and Print Copy
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D: TOOLS
ENTER INVOICE PAYMENT

CANCEL / REFUND INVOICE
UNLOCK CLOSED INVOICE
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E: HELP
Help Features are those available to provide

assistance and information for the operation
of the Dolfinicom™.
An Icon Quick Reference is available in

addition to Help Information links.
A Glossary and Help Pages are currently

available as well.
Glossary
The Glossary provides a word definition

tool.
Help Pages
Help Pages provide a quick search

tool for topics.
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chapter 2: operatio
peration
Information immediately available by hovering over the icon.
The following icons are used FTP information to and from Integromedia Corporation such
regularly during operation: as encrypted support files and updates.
E-Mail information and invoices.
Print encrypted support information or invoices for

processing.
Blank White Rectangle Icon used to Clear forms.
Restart Dolfinicom™ Program.
Accept and proceed to perform a similar function.
Delete and proceed to perform a similar function.
Accept value.
Exit Form or Cancel.
Edit.
Proceed to next step.
Administration / Invoicing Quicklinks.
See Appendix for more Icon information.
The following are definitions which will be useful in operation of the program.
Quicklink Icon shortcuts to the desired feature.

Hotspot An area specified by a gray outline box
where you can click within its limits and
quickly go to the interface to edit that
feature. In this example, you can click inside
the gray box surrounding the dates to edit
them.
Quickfact Information bits about the feature in
question can be found by hovering over the
yellow question mark as shown above in the
Hotspot image.
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A: Creating an Invoice
1. Initializing an Invoice
Menu Method
CREATE NEW INVOICE will initialize a new invoice with the next
sequential number. A new invoice can also be initialized with either of
the Quick Links:
Cash Sale Quick Link is used to create an invoice

which either:
1. Does not require some or all of the
customer information
2. Where there is limited time and information must be
entered later
Existing Customer Quick Link is used to create

an invoice for an existing customer.
Select the Mode or Customer. For instance, if it is a Cash sale with no

customer specified, simply Click on Proceed:
Cash Sales
A Cash Sale allows the user to quickly create an invoice and provides anonymous Point of Sale capability. No information is required
when using the cash sale option. You can however, return to the sale at a later date and enter customer information as required.
Click on the Cash Sale button from Invoicing Mode in order

to initialize the sale process.
You must then Select an Item by either:
• Drop Down Menu,

• Touch Screen Interface, or by any of the
• Search Buttons.
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2. Item Selection
Drop Down Menu
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Search Item by Item Name
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Search Item by Category Number
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Search Item by Button Map
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Adding Associated Items to Your Invoice
The Sales Representative will be acknowledged as shown.
You can now click on Proceed and the item will be added
to the invoice and will be shown in the list.
The Item will be shown in the Invoice.
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6. Invoice Dates
Click on the appropriate date Hotsot to edit Invoice dates.
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3. Item Editing
Deleting Items
Changing Quantity
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B. Processing Invoices
The item selection Sales Reference Table can be dragged by clicking on it with a mouse and moving anywhere on the
Interface.
The Sales Representative Sales Reference Table is fixed and cannot be dragged.
Click on this Icon to disable the Sales Representative Sales Reference.
1. Processing an Open Invoice
The item will then appear on the Invoice Interface.
Click on the Next Major Button to proceed to the

Invoicing Mode Interface.
Once the Item is shown on the Invoicing Mode Program
Interface you can click on the Process Button to

begin.
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2. Processing a Selected Invoice
Click on one of the 4 available Process Methods which you wish to use to deliver the
Invoice:
• Print Single Copy

• Print Double Copy
• Print and E-Mail
• E-Mail
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3. Rich Text Format
Cash Sale receipt data will be written to a cashsale.rtf file

within the Program Group.
4. Standard Printer
When you select Print Single Copy the Invoice will be printed to the default printer as selected in the Printer Interface.
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5. E-Mail
When you select E-Mail the Invoice will be E-Mailed using the server as selected in the E-Mail Interface.
If you have read the warnings, click on the Accept Button to

proceed.
You will be notified as the E-Mailed Invoices are sent.
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C: FILE
You can switch companies, perform a cash sale, or initiate a new

invoice in the FILE Options.
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D: OPTIONS
Remove or Edit an Item by:
1. clicking on OPTIONS, Add / Edit Invoice

Products, or on the Item or Description
hotspots3.
2. click on Edit Quicklink from the Main

Invoicing Interface:
Once you agree to remove the Item you

must provide a reason for removal. You can
specify the reason in the text box.
You will then see the Item removed.
Click on the Invoice Discount Hotspot3

or on Add / Edit Discount to specify a
discount.
Billing Text can be added or edited in Invoicing Mode by clicking on the

Billing Text Hotspot or you can access this feature as well in
Administrative Mode in the COMPANY Dropdown Menu.
Similarly, Refund Text can be added or edited in Invoicing Mode by

clicking on the Refund Text Hotspot or you can access this feature as
well in Administrative Mode in the COMPANY Dropdown Menu.
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E: PROCESSING
Drop Down Menu Method
You can either select the Processing Mode

by the Drop Down Menu, or you can use
the Process Quicklink as shown below:
When you use the Drop Down method, you

will see 2 Quicklinks as shown:
Quicklink Method
You will then see the methods to process your invoice or quote.
There are currently 5 processing methods shown. They are:
1. Print Only
2. Print with Copy
3. Fax (Not in Use/In Progress)
4. Print and E-mail
5. E-Mail Only
From left to right respectively.
After you select the method, you will be prompted to select
whether you want an Invoice or a Quote.
Click on the Invoice Icon if you want to process the form as an

Invoice.
Click on the Invoice Icon if you want to process the form as a

Quote.
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You now need to click on the check to finalize
processing of the form.
You will see the status as the form is sent via E-Mail
and or sent to Printer.
The Calculator feature can be invoked from

the Quicklink, or by the TOOLS drop down
menu:
The calculator can be dragged by clicking on it with a mouse and moving anywhere on the Interface.
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F: TOOLS
Payments can be made by clicking on the TOOLS Dropdown Menu or on

the Payment Hotspot.
Enter the amount of the payment then

press <<Enter>> on your keyboard.
You then need to specify the Payment

method by clicking on it.
If you select Credit Card, you will be given

an option of which available merchant card.
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Once you specify the card type, click on the
Accept Icon
or Cancel by clicking on the Cancel Icon.
Cancelling an Invoice requires a minimal

privilege (See Administrative Levels) as well
as selection of that individual to perform
the cancellation.
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G: HELP
Help Features are those available to provide assistance and

information for the operation of the Dolfinicom™.
Help Options
Quickly search for a topic and find help.
Help Pages
Find a term alphabetically.
Glossary
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appendix a: glo
glossary
Administrator Levels are levels of authorization for a user.

Billing Text is a pre-specified statement which can be placed on an invoice.
Barcode is a method to uniquely identify a user.
Company Name is an identifier that determines the entity which initiates an invoice. There may be more than one within the same company.
Company Information is the personal information of the invoicing company.
Customer Communications Language is that used for the purpose of interfacing with the Customer.
Desktop is the main window screen after turning on you computer.
Invoice History are notes which may be used to track specific details of an invoice.
Invoice Notes are notes which specify details of an invoice.
Invoicing Mode is the mode at which a company may enter invoice data.
Magstrip (Magnetic Strip) is a area on a bar code card which uses magnetic particles to store a unique user identifier.
Online Support is documentation provided on the Dolfinicom™ website at: http://www.integromedia.net/Dolfinicom.htm.
Operation Language is that used only for the Interfaces and Modules and not for Invoicing or other Customer Communications.
Program Files are the executable, driver and utility files which are required for the operation of the Dolfinicom™.
Program Group is the location of the Dolfinicom™ Program Files (typically located at C:\Program Files\Dolfinicom).
Product Information are details specific to a product.
Product Category is a group which identifies a type of products.
Quicklink is an Icon shortcuts to the desired feature.
Refund Text are pre-specified notes regarding refunds.
Station (Work Station) is a Windows based computer which has the Dolfinicom™ software installed and which can process invoices and or
perform administrative duties.
Swipe Card is a magnetic strip card.
System Administrator is the user which has permissions and privileges which supercede and manage all other users permissions and profiles.
Dolfinicom™ Help is provided locally to the program in addition to that provided On Line (see On Line help).
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appendix b: abo
about Dolfinicom™
Dolfinicom™
Whether you work at a products, services, or consulting company, there is a reason for you to try the Dolfinicom™. A simple button
can order extra seats, or use the Freeware and enjoy the versatile and practical uses of integrated Invoice and POS convenience. Email
or print invoices for your customers. Configure Dolfinicom™ to incorporate multiple facets in your business such as a combination
restaurant, gas bar, and vehicle service bay.
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appendix c: adding a lo
logo to
to the invo
invoice template
Identifying Rich Text Document to Edit
The rich text document to be altered to accommodate a logo will depend on the number of items on the invoice to be
processed.
Number of Items on Invoice Rich Text Document to Edit

<6 INVOICE_TEMPLATE_5.rtf
> 5 & < 11 INVOICE_TEMPLATE_10.rtf
Procedure to Edit Rich Text Document
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appendix
appendix d: tro
troubleshoo
ubleshooting
ting
UNINSTALLING Dolfinicom™:
See Administration Manual appendix h.
WARNING: Backup Data AND SAVE TO ANOTHER PROGRAM FOLDER or REMOVABLE DRIVE! See Your
System Administrator.
NETWORK NOTES:
Setting up Network Workstations requires only a shortcut be created to the installed program on the main server. The workstation must have full
administration rights in the folder on the main server where the Dolfinicom™ is installed.
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appendix e: erro
errors and warnings
Error 001
You will receive an Error message when you attempt to

initialize a Workstation that is not authorized by the
Administrator. Initialize Workstation first.
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appendix f: ico
icon quick reference
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appendix g: specificatio
specifications
Dolfinicom™ Version 3.0.0

Freeware and Full Licensed Versions available. See Price Schedule available at: http://www.integromedia.net/
Compatible Operating System: Windows 98SE, ME, XP, 2000, Vista; Mac (with appropriate windows emulator)
A product of Integromedia Corporation.
File Name INSTALLER.exe
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appendix h: foo
footn
tno
otes
1
Feature Available only with Purchased Licenses.
2
July 1, 2010 Expected Availability Date.
3
Hotspots are any area or text defined within a gray border and that which can be clicked on at any time in order to edit etc.
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appendix i: co
contact integromedi@®
Customer Service
Telephone: Toll Free Anywhere in North America 1 800 698-4809

Option: 1 for Customer Service
Local and Overseas customers: (204) 832-7389
E-mail: techtalk@integromedia.net
http://www.integromedia.net/
Technical Support
Technical Support for existing and new IC® Customers is available from Saturday 12:00AM until Friday 12:00PM weekly, Canadian
Central Standard Time. Note that Technical Support may be subject to times possible and additional charges on Canadian holidays.
On Site at Your Location
By Telephone
Just call and choose option 2.
1. We'll provide you a short form to complete.
2. Fax the completed form to us.
3. We will quickly begin attempting to resolve your technical issues:
On Line at Your Computer

Client Services Number (CSN) required for
Free IC® Client Technical Support
Subject to Product and Services Agreement
Services which are Free of Charge for IC® Clients, are subject to specified Product and Service Agreement. Fees may apply if issues determined to
be beyond Service Agreement or Guarantee. Fees charged in United States currency.
When Requesting Technical Support, please specify:

1. CSN,
2. Time of Call,
3. Nature of Trouble,
4. Contact Information (telephone numbers and names of contacts).
Telephone: Toll Free Anywhere in North America 1 800 698-4809
Option: 2 for Technical Support
Local and Overseas customers: (204) 832-7389
E-mail: techtalk@integromedia.net
http://www.integromedia.net/
Operations and Administration Office Hours
Monday till Friday 8:00AM till 5:00PM Canadian Central Standard Time
Telephone, Local Manitoba Canada: (204) 832-7389

Telephone, Toll Free anywhere in North America: 1 800 698-4809
Fax: (204) 832-0287
Footnotes * Proposed Availability Date July 1, 2010.

** Features will likely be Available Soon. When available this feature will be imported into your version
through the Update Dolfinicom™ function.
Last Updated: February 16, 2010
© 2009. Integromedia Corporation; All Rights Reserved
Please Recycle.
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dolfinico

“Invoicing, Point of Sale and Data Management All in 1 Integrated Package!”

A Product of Integromedia Corporation

How to Use this Guide

Your message will appear like this:

The main invoicing window will look like this:

SWITCH COMPANIES allows you to associate the invoice to another

ADD / EDIT INVOICE PRODUCTS

PROCESS INVOICE – Printed Only

ENTER INVOICE PAYMENT

Help Features are those available to provide

An Icon Quick Reference is available in

A Glossary and Help Pages are currently

The Glossary provides a word definition

Help Pages provide a quick search

Information immediately available by hovering over the icon.

E-Mail information and invoices.

Print encrypted support information or invoices for

Blank White Rectangle Icon used to Clear forms.

Restart Dolfinicom™ Program.

Accept and proceed to perform a similar function.

Delete and proceed to perform a similar function.

Exit Form or Cancel.

Proceed to next step.

Administration / Invoicing Quicklinks.

See Appendix for more Icon information.

Quicklink Icon shortcuts to the desired feature.

Cash Sale Quick Link is used to create an invoice

Existing Customer Quick Link is used to create

Select the Mode or Customer. For instance, if it is a Cash sale with no

Click on the Cash Sale button from Invoicing Mode in order

You must then Select an Item by either:

• Drop Down Menu,

Drop Down Menu

The Sales Representative will be acknowledged as shown.

The Item will be shown in the Invoice.

Click on the appropriate date Hotsot to edit Invoice dates.

Click on this Icon to disable the Sales Representative Sales Reference.

1. Processing an Open Invoice

The item will then appear on the Invoice Interface.

Click on the Next Major Button to proceed to the

Once the Item is shown on the Invoicing Mode Program

Interface you can click on the Process Button to

• Print Single Copy

Cash Sale receipt data will be written to a cashsale.rtf file

If you have read the warnings, click on the Accept Button to

You will be notified as the E-Mailed Invoices are sent.

You can switch companies, perform a cash sale, or initiate a new

Remove or Edit an Item by:

1. clicking on OPTIONS, Add / Edit Invoice

2. click on Edit Quicklink from the Main

Once you agree to remove the Item you

You will then see the Item removed.

Click on the Invoice Discount Hotspot3

Billing Text can be added or edited in Invoicing Mode by clicking on the

Similarly, Refund Text can be added or edited in Invoicing Mode by

Drop Down Menu Method

You can either select the Processing Mode

When you use the Drop Down method, you

Click on the Invoice Icon if you want to process the form as an

Click on the Invoice Icon if you want to process the form as a

The Calculator feature can be invoked from