Nov
20
2016

Taxes Report

From the “Reports” menu choose “Accounting Reports” Click the “Tax Report“. The report page will show the requested report. Choose a Tax or “All Taxes.” Choose Revenue Type: Issued – Fully paid. Choose Date Range. Choose a Currency. Click “Show Report“. Once the report is shown you can export it CSV, PDF or Print it from the “Export Options“.

Nov
10
2016

How to Edit Notes and Attachments in Your Client’s Profile

To efficiently manage your clients, you can add notes and attach files to any client’s profile. These notes can be very beneficial to your business, and its means of use is limitless, and it can be customized to fit your business model. Also you can share these notes and attachments with your clients or keep them for yourself. To add a new note and attachment, follow these steps: From the “Clients” menu choose “Manage Clients”. […]

Oct
24
2016

How to customize your email body before sending it to your client

To Edit the subject or  the body of an email and add more text or place holders follow these steps: Before sending the invoice click “Send with revised Email” as in this picture. Click the “Edit” button Edit the email the click the “Send” button. Contact us if you have an issue or more questions.

Oct
24
2016

How to translate the invoice into your language

If the English labels of the invoice isn’t suitable with your country’s regulations and need it to be fully in your language all you need to do is to create an invoice layout and rename the labels into your language and this is how:   From the “Templates” menu choose “Invoice/Estimate Layout“. Click the “New Invoice Layout” button. Choose a template Press the “Change Labels” button. Start translating the invoice into you language from the […]

Oct
24
2016

How can I CC and BCC email addresses on invoices that I send

To add other email addresses  beside the client’s email address on the invoice your are sending out there are two methods. The first method: After finishing the invoice click the “Send With Revised Email” button Click the “Edit” button. Edit the email and add the emails you wish to be added CC: Email will be sent to other email addresses as carbon copy the receiver will be able to see who is in the CC. […]

Oct
24
2016

How do I permanently delete my account?

If you don’t think you’ll use the Online Invoices Software again, you can have your account deleted. Please keep in mind that you won’t be able to restore your account or retrieve anything you’ve added. Before you do this, you may want to download your Online Invoices system info (Invoices, products, clients, expenses or time tracker info).   To Delete your account login into your system using Online Invoices Software login page After Longing into […]

Oct
24
2016

How to mark an invoice as paid – Partial Paid or unpaid?

After sending an invoice to your client you can manually add payments to this invoice and mark it as paid or Partial Paid. To add payment to an invoice: From the “Invoices” menu choose “Manage Invoices“. The unpaid invoice will be marked as unpaid like this mage below: To add a payment to the invoice click the “More” button and  choose “Add Payment”. This payment page allows you to record payments made for invoices, usually […]

Oct
24
2016

Using Barcode to manage your products.

To use the barcode in adding and retrieving products follow these steps. First when adding a new product details put the mouse pointer on the barcode field then scan the product with the barcode reader and the item’s barcode will appear as in the following picture. Second when requesting a purchase order add put the mouse pointer on the item filed, scan the product with the barcode reader and the product details will appear. Third when invoicing […]

Oct
24
2016

How to Generate a Stocktaking Sheet

To generate a stocktaking sheet: Click the “Reports” menu. choose “Inventory Reports“. Choose “Stocktaking Sheet“. From the “Group By ” menu choose to  whether group the data by “Category“, “Brand” or “No Grouping“. From the “Order By ” menu choose to  whether Order the data by “Product Name“, “Stock Level Ascending” or “Stock Level Descending“. From the “Category” menu choose to categories you want to show. From the “Brand” menu choose to brands you want to show. Click the “Generate […]

Oct
24
2016

View the Activity Log for a Client

To keep track of every action happen on your account whether from you, your staff or your client, use Online Invoice’s activity log to review every action e.g. adding, editing, deleting, viewing…etc. To view the activity log for a certain client: From the “Clients” menu choose “Manage Clients“. From the Clients list and next to the clients you wish to view his activity log click the arrow then click “View“. From the Client view page […]

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