Browsing articles in "Tutorials"
Mar
20
2016

Pending Payment

When the client clicks on the “Invoice Payment” link, he will see a list of the different payment method options you have already set up at the “Payment Options”. For online credit card payment methods such as “PayPal”, “Stripe”, etc. Once the client uses one of them, the payment will be automatically processed via the payment gateway, and you will receive a notification in regards to its success. For other payment methods such as “bank […]

Feb
4
2016

How to import a list of expense entries from a CSV file

You can add a numerous number of expense entries in a few steps without having to enter every expense entry one by one manually to the system by using the importing function. You can import the “Date”, “Amount”, “Currency”, “Category”, “Vendor” and “Notes” . Start importing a list of  expense entries by following these steps: Notes: Only CSV files / Text files (Comma Separated, Tab Delimited, Column separated can be imported). If you have any […]

Feb
4
2016

How to import a list of income entries from CSV file

You can add a numerous number of income entries in a few steps without having to enter each income entry one by one manually on the system by using the importing function. You can import the “Date”, “Amount”, “Currency”, “Category”, “Vendor” and “Notes”. Start importing a list of  income entries by following these steps: Notes: Only CSV files / Text files (Comma Separated, Tab Delimited, Column separated can be imported). If you have any other […]

Feb
4
2016

How to import a list of time entries from a CSV file

You can add a numerous number of entries in a few steps without having to enter every time entry one by one manually on the system by using the importing feature. You can import the “Project Name”, “Activity”, “Time Value”, “Date” and “Description”. To start importing a list of time entries follow these steps: Notes: Only CSV files / Text files (Comma Separated, Tab Delimited, Column separated can be imported). If you have any other […]

Feb
4
2016

How to import a list of projects from a CSV file

How to import a list of projects from a CSV file. You can add a numerous number of projects in a few steps without having to enter every project one by one manually on the system by using the importing feature. To start importing a list of projects please follow the following steps: Open the Excel program At the first row add the “Project Name” in the A1 field. Below each field fill out the […]

Feb
3
2016

How to import a list of clients from a CSV file

You can add a numerous number of clients with a few steps without having to enter every client manually to the system by using the import feature. You can import the “Client Number”, “Email”, “Business Name”, “First Name”, “Last Name”, “Telephone”, “Street Address 1”, “Street Address 2”, “City”, “State”, “Postal Code” and “Country”. The” Business Name” field is mandatory and you can choose to add or not to add any of the other fields. The […]

Feb
3
2016

How to import a list of products from a CSV file

You can add a numerous number of products in a few steps without having to enter every product one by one manually to the system by using the importing feature. You can import the “Product Code”,”Bar Code”,”Name”, “Description”, “Unit Price”, “Buy Price”, “Default Quantity”, “Category” and “Brand” fields. To start importing  any lists of products you will have to do the following steps: Notes: Only CSV files / Text files (Comma Separated, Tab Delimited, Column […]

Jan
24
2016

The requirements of any UK Invoice Template

Any UK invoice must have these fields: Company name. Company address. Company telephone number and email address. Company number VAT registration number – if VAT registered. Unique Invoice number. Invoice Date. Due date. Client details. Description of products or services provided The net amount due. The VAT amount, if you are VAT registered. The total amount due. Payment terms.   We have created two templates on OnlineInvoices, keeping in mind these requirements, where you can add your personal data […]

Jan
24
2016

Adding and Managing Incomes in OnlineInvoices

Adding your income on the OnlineInvoice Online billing and Accounting Software will help you to track your profit and loss, taxes and other accounting items related to your income. Add new incomes to your online invoices system: Through the “Finance” tab, select the “Incomes” option. Click the “New Income” button. Add the details of the income. Select a “Date” for the income you wish to add. Select a “Category” from the drop-down menu or insert the […]

Dec
23
2015

Online Accounting and Billing for Photography Business

In order to run his business successfully, a skilled photographer with an active photography business will have to deal with many clients, manage his equipment, software and other business tools, upgrading them to follow the rapid changes in new technologies. Most of  any photographer’s time is taken up at photo sessions, reviewing the photos and editing before delivering the outcome to his clients. This often leaves him (or her) with almost no time to manage accounting data – the key to […]

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