Nov
17
2015

Vieiwing your Account Information

To be able to access your “Account Information”: Please do the following steps. Through the “Settings” tab, select the “Account Information” option. The “Account Information” page will display all the existing information about your account: The “Business Name” and the “Subdomain” of the business. The “Address of your business”. The “System’s Default currency”. Your “Time Zone”. Your “Date Format”.   Through the “Account Information” page, you will be able to upgrade your “Online Invoices” system […]

Nov
16
2015

Create and Manage Staff Roles

“Staff Roles” are the preset permissions that you grant to your staff member depending on their roles in your business. To Create a New Role: Through the “Staff” tab, select the “Manage Staff Role” option. The “Manage Staff Role” page will display all the available created roles. At the top right corner, click the green “New Staff Role” button. The “New Staff Roles” page will display all the available permissions and accesses that can be […]

Nov
16
2015

Generate an Invoice using the Time-sheet

Creating an Invoice Using the Timesheet: Through the “Time Tracking” tab, select the “Generate Invoice” option. The Settings “List By”: Select to list by and display “Project”, “Activity”, “Staff” or “Date”. “Format”: Select whether you want the items to be in “Detailed” -every added time in a separate row- or “Grouped” by “Project”, “Activity”, “Staff” or “Date Range”. “Include the description”: If you want to add a description to the item field on the invoice: […]

Nov
16
2015

Changing the “SMTP Settings”

By default, “Online Invoices” sends emails on the user’s behalf using “Online Invoices” email address “maildelivery@onlineinvoices.com” to deliver the emails successfully to their clients without bouncing back or being rejected by the email server. Although the email is being sent by “maildelivery@onlineinvoices.com”  however when the client clicks the “reply” button he will be sending the reply back directly to the business owner’s email address directly. What if you would like to send your emails from […]

Nov
16
2015

Expense Report

The expense report displays the full details of your incurred expenses. create new expense reports: Through the “Reports” tab, select the “Financial Reports” option. Select your preferred report by segmentation (“Client” – “Staff” – “Vendor” – “Category”) or Periodic (“Daily” – “Weekly” – “Monthly” – “Yearly”) basis, then select whether you want to see a detailed or a summarized report. The report page will display the requested report.  Adjust the filters indicators according to your […]

Nov
16
2015

Creating Expenses in Online Invoices

“OnlineInvoices” also works as an “Expense Tracker Software” Creating or adding  new expenses to your online invoices system: Through the “Finance” tab, Select the “Add Expenses” option. Select a “Date” for the expense you want to be adding. Add the “Amount” of the expense and select the “Currency”. “Attach Image of Receipt” to the expense through the “Browse” option. Select a “Category” from the drop-down menu or add the “Category” manually -all inserted categories are […]

Nov
16
2015

How to Create a Recurring Expense

To create or add new expenses to your Online Invoices system: From the “Finance” menu choose “Add Expenses”. Add your expense details. Tick the “Recurring” check box, and choose the frequency and the end date. Click “Submit” to save the expense.

Nov
16
2015

How to Track Your Time

Before you can start tracking your time you will first need to create a “Project” and an “Activity”. Start tracking your time: Through the “Time Tracking” tab, select the “Time Tracking” option. Determine a specific day on the “Calendar”. Click the “New Entry” button at the top right corner. Select a “Project” and an “Activity”, and add your time manually in the “Time field” or start the “Timer”. Add any “Notes” related to the task. […]

Nov
16
2015

How to Invoice Your Client Using Authorize.net

The Online Invoices Billing and Accounting Software is completely compatible with Authorize.net so you could invoice your clients and receive payments online to your Authorize.net account. Authorize.net integration works with all of our Online Invoices software’s Invoice Templates. Activate Authorize.net on payment your account To accept online payments for your invoices, using Authorize.net follow these steps: Login to your Online Invoices account, or Register for a free account from this link. From the “Settings” menu select “Payment […]

Nov
16
2015

How to Invoice Your Clients Using PayPal

“Online Invoices” Billing and Accounting Software is completely compatible with “PayPal” standard so you could invoice your clients and receive payments online to your “PayPal” account. “PayPal” standard integration works with all of our “Online Invoices” software’s Invoice Templates. Activate “PayPal” to accept online payments for your account To accept online payments for your invoices, using “PayPal”, please follow the following steps: Log in to your Online Invoices account, or Register for a free account through this […]

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