Browsing articles in "Tutorials"
Oct
24
2016

How to Manage your Appointments

Appointments management is another feature OI introduces to efficiently manage your clients. You can use appointments in the most effective way that suits your business. E.g. Patients-doctors appointments, , delivery/reception appointments, parents-teachers appointments…etc. Use the search bar to filter the appointments. Filter by the status of the appointments (Scheduled – Dismissed – Done – All). Filter by the clients status. This list is customizable to suit your business needs. Filter by the action done with […]

Oct
24
2016

How to Send Bulk Emails to Multiple Clients

OnlineInvoices allows you to send bulk emails to your clients to acknowledge them about your business or market new services or products you are presenting. To start sending bulk emails to your clients please follow these following steps: Through the “Clients” tab, Select the “Manage Clients” option. Through the manage clients page select the clients you want to send emails to. Click the “Send Emails” button. Insert your email then fill in all the details […]

Oct
20
2016

Landscaping & Lawn Care Service Invoicing and Accounting Management System

Starting a Landscaping and Lawn Care Service business doesn’t necessarily require any advanced skills or big money investment but it often requires hard work, even acquiring customers and maintaining them. To be able to manage your clients and your business expenses efficiently, you will need Invoicing and Accounting software that suits your Landscaping Service Business. To start managing your accounting tasks, register for a free account on OnlineInvoices Billing and Accounting Software, or if you […]

Oct
16
2016

How to Add New Notes and Attachments to 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’s advantages of use are totally 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 for future reference.   To add a new note and attachment, please  follow the following steps: […]

Oct
13
2016

How to Schedule an Appointment For a Client

Appointments management is another feature OnlineInvoices presents to efficiently manage your clients. You can use appointments in the most effective way that suits your business, e.g., patients/doctors appointments, delivery/reception appointments, parent-teacher appointments, etc. To schedule a new appointment with a client: Through the “Clients” tab. Select the “Appointments” option. The appointments page will list all recent appointments Click the “New Appointment” button at the top right corner. The “Schedule a New Appointment” page will be […]

Jul
12
2016

Retail Invoicing and Inventory Management System

The retail industry needs a simple yet advanced tools to manage their business needs. OnlineInvoices introduced new functions focusing on the needs of the retail industry and whether you run a local store or a large business OnlineInvoicies got you covered and in this tutorial we will highlight: Add products to your inventory. Manage your inventory. Add new suppliers. Manage your suppliers. Add and manage purchase orders. How to use barcodes for your business Accepting […]

Jun
19
2016

How to Add a New Inventory Product on the “Online Invoices” Inventory system

The first step concerning managing your inventory is adding your “Products &  Services” and you can do that through the following steps. Through the “Inventory” tab, select the  “Inventory” option. Click the “New Product” button on the top right corner. Add the new Product’s details: “Name”: Enter the product “Name” (make sure to select a remarkable clear attributive name). “Description”: Add a “Description” to the “Products/Services” you are offering/presenting.  If you want to use one field […]

Jun
19
2016

Adding New suppliers to your OnlineInvoices Inventory Management System

“Adding New Suppliers” on your “Online Invoices” Inventory Management system can be done through  the following  steps: Through the “Inventory” tab, select the “Manage Suppliers” option. The “Suppliers” main home page will display all the recently created suppliers. Click the “New Supplier” button.   Add the new supplier’s details: Complete the “Supplier Details”: “Business Name”: Enter the supplier business name here. If there isn’t any organization name, simply add the supplier’s full name, and leave […]

Jun
19
2016

Adjust / Edit Product Stock Level in the OnlineInvoices Inventory system

Once you have created a product and added the Initial Stock levels, the quantity of products changes automatically with new sales orders or purchases orders. To adjust a certain product’s quantity: From the “Inventory” menu, choose “Inventory”. Next to the product you wish to view, click the right arrow and choose “view”. Click the information tab. Click on the “Adjust Manually” button under the stock level option. From the “Quantity” option, choose to add or […]

Jun
19
2016

Create New Purchase Order in the OnlineInvoices Inventory system

Creating “New Purchase Orders”: Through the “Inventory” tab, select the “Manage Purchase Orders” option. Click the “New Purchase Order” button. Anatomy of a purchase order: Select a “Supplier” from the previously existing created suppliers. Add the “P.O Number” and the Purchase order’s “Date”. Select an “Item” from the drop down list and fill out its data (“Unit buy price” – “Quantity”). Add any “Notes” or terms related to your purchase order. Tick the “Received” check […]

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