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 […]

“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 […]

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.

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. […]

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 […]

“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 […]

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 […]

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 […]

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 […]

“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 […]