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 […]

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 […]

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