Browsing articles in "Tutorials"
Feb
2
2017

Online Auto workshop Management and Accounting System

Without needing any more administrative employees at your company, you can manage all your tools, services, engineers, and clients by the auto shop management software. Through our accounting system for the automotive workshop, you can manage your employees, their dates, client appointments, and products like oils, internal and external components. When you have added your products or parts of automotive into the system, you will help auto owners to choose what exactly they will be […]

Feb
2
2017

Online Accounting and patient management software for clinics and medical centers

OnlineInvoices is the only online software you will ever need to manage your clinic or medical center. Our system will fully automate your practice, meaning you and your staff are working in the areas that matter, allowing you to provide better service to your patients and run a more profitable business. OnlineInvoices provides a billing and accounting system developed for clinics. Using OnlineInvoices, you will able to create appointments quickly and easily for your patients, […]

Feb
1
2017

How to Invoice in Installments in OnlineInvoices

If you have clients who like to pay in installments or you use installment invoices, you can follow this tutorial to invoice your clients in installments: There are two ways: First: Create one invoice with the total required to be paid  From the “Invoices & Estimates” invoice menu, choose “Create Invoice“. From the “Sales” invoice menu, choose “Create Invoice” if you have activated the “Inventory Management” Plugin. Add your items details with total and save your invoice, learn how […]

Feb
1
2017

Online School Administration and Accounting Management System

OnlineInvoices is a robust software to manage your school or educational institute. OnlineInvoices can manage all the elements of your educational center; besides managing the institute’s accounting and finance, the interference is easy to use and won’t need much technical experience to get you up and running. Whatever the size of your institution and whether it is a school, kindergarten, college, university, tuition Center or training Center, OnlineInvoices is your best option to administer your […]

Nov
20
2016

Taxes Report

Through the “Reports” tab, select “Accounting Reports” Click the “Tax Report”. The report page will show the requested report. Select whether it would be “Tax” or “All Taxes” Select the “Revenue Type”: “Issued” – “Fully paid”. Determine the “Date Range”. Select  “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 it means of use are limitless, and it can be customized to fit your business needs, Also you can share these notes and attachments with your clients or keep them for yourself. To add a new note and attachment, please follow these following steps: Through the “Clients” tab, Select […]

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

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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