Nov
16
2015

What Payment Gateways Does Online Invoices Support?

To receive your payments online you will need to integrate your online invoices account with your favorite online payment gateway. Online Invoices can integrate with the following gateways: PayPal standard Authorize.Net 2Checkout eWay Paymate Stripe To activate any of these gateways from your account: Go to the “Settings” tab and then select “Payment Options” Next, to your favorite gateway mark it as “Active” Add your account details like your PayPal email address. Click Save to […]

Nov
16
2015

Managing Your Staff

Edit an Existing Staff Member: Through the “Staff” tab, select the “Manage Staff” option. The “Manage Staff” page displays all the existing “Staff Members”. Next, to the “Staff Member”, you wish to edit click the “Edit” button. You can edit the staff’s name, log in details or role. Delete an Existing Staff Member: Through the “Staff” tab, select the “Manage Staff” option. The “Manage Staff “ page displays all the available created staff members. Next, to […]

Nov
16
2015

Adding a New Staff Member to Your Online Invoices System

Adding “Staff Members” makes work easier, and a staff member can act as an employee to your company. A “New staff Member” can: Create and manage products or services. Create and manage clients. Register expenses Perform “Time tracking” in addition to creating projects & activities. Create invoices, estimates and invoicing the clients. You can grant permissions & accesses to your staff member to perform any tasks on the system and track the actions of your […]

Nov
16
2015

Managing Time Tracking Activities in Online Invoices

“Activities” is another helpful function to manage your time and organize it. You can create activities like “Coding”, “Designing”, “Writing content”, etc., and track your time related to each activity on its own.   Creating a New Activity: Through the “Time Tracking” tab, Select the “Activities” option. Click The “New Activity” button. Add a name for the “Activity”,  then tick the “Active” checkbox and update the display order. Click the “Submit” button. Editing an Existing […]

Nov
16
2015

Managing Your Expenses in Online Invoices

Start managing your additional expenses: Through the “Finance” tab, Select the “Expenses” option.   To create a new expense click the “New Expense” button at the top right corner. The Blue Division bar displays your entered “Expenses” during the showing  periods which are the: “Last 7 Days”, “Last 30 Days” and “Last 365 Days” Use the “Search” bar to search for expenses. Use the “Date”  section to search for expenses by date. Use the “Category” […]

Nov
16
2015

Managing Time Tracking Projects in Online Invoices

Online Invoices “Time tracking” feature is a project based tool, So in order to track your time, you will have to create new projects to have your time entries assigned to. Create a New Project: Through the “Time Tracking” tab, select the“Projects” section. Click the “New Project” button. Add a “Name” to the project and any related notes. Tick the “Active” checkbox on the left-hand side to keep the project’s status activated. Click the “Save” […]

Oct
18
2015

How to generate an invoice from your mobile phone

Our Free Invoice Generator is ideal for the business owners who like to generate and send a one time invoice on the fly. It has 3 Free Invoice Templates : Tax Invoice Template Simple Invoice Template Business Invoice Template. You can generate any amount of invoices you need using these templates and download the invoice in PDF or email the PDF directly to your customer. Beside these features, the Invoice Generator is fully compatible with […]

Jul
23
2015

How to Upgrade Your Online Invoices System

“Online Invoices” software provides a variety of plans to match all customers needs. You can choose one of the following plans: “Free” plan “Silver” plan “Gold” plan “Platinum” plan If you would like to expand your system and upgrade to a higher plan, please follow the following steps: At the top right panel of your system, click on the drop-down arrow and select the “Upgrade” option. The browser will display the “Upgrade Plans” section. Select […]

Jul
23
2015

How to Change Your Email Address

Having an email address is crucial for the online invoices system. This is  where you will get the latest updates about your invoices and payments and other important emails, so make sure you registered with your email and the email is active. To change your email address follow these steps:   From the top right corner click the drop down arrow and choose “Change Email” Enter your current password in the “Your Current Password” text […]

Jul
23
2015

How to Change Your Password

You should choose a secure, long password for your account that can not be guessed easily. To change your password follow these  steps :   From the top right corner click the drop down arrow and choose “Change Password“ Enter your current password in the “Current Password” text box. Enter your new password in the “New Password” text box. Retype you new password again in the “Confirm Password” text box. Click the “Submit” button. Log […]

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