Jul
23
2015

How to Reset Your Password

If you lost or forgot your online invoices system’s password you can reset it following these steps : Open your system’s domain for example”x.onlineinvoices.com”, and click the “Forgot password?” link. Enter your current email address in the “Email” text box. Enter the CAPTCHA text. Click the “Reset Password” button. Your password will be reset when you click the “Reset Password”  button and an email will be sent to your email address: This email describes how […]

Jul
23
2015

Adding a New File/Document

This post is about adding new Terms & Conditions to your online invoices system. To learn how to add Terms & Conditions to your invoice/estimate follow attaching documents to an invoice 1- From the “Templates” menu choose  “Manage File/Document”. 2- From the Top right Corner click the “New Document” button.   3- Start uploading your file or document:  Title : Choose a title for your document. Upload Document: Allowed file formats are  (pdf,doc,docx,xls,xlsx,csv,jpg,png,gif) and the  […]

Jul
23
2015

Managing Documents

Through the “Templates” tab, Select the “Manage File/Document” option. The “Documents” page will list all the documents that you have previously created earlier. Use the “Search” bar feature to search for documents by writing their titles in the “Title” field. Next, to each document on the same horizontal row to the right-hand side click the  “Edit” button to be able to edit or the “Delete” button to delete the document. Adding a New File/Document 1- […]

Jul
23
2015

Up and Running with Online Invoices Reports

Regarding any date range, you can generate reports related to taxes, payments or general invoice. With an easy to use filter options, you can customize the results related to any specific client, currency, status and many other options. Pick up your mind, determine your plans and evaluate your business performance in a blink of an eye. General Invoice Report Through the “Reports” tab, Select “Invoices Reports” Select your preferred report by segmentation (Client – Staff) […]

Jun
28
2015

Adding New Terms & Conditions

This post is about adding new Terms & Conditions to your Online Invoices system. To learn how to add  Terms & Conditions to your invoice/estimate check adding a terms and conditions agreement to the invoice. Add New Terms & Conditions File. From the “Templates” menu select “Terms & Conditions “. At the top right corner click the “New Term” button.  Title: Select a title for your Terms e.g. late fees. Upload document: Select this option if you […]

Jun
28
2015

Managing Terms and Conditions

Through the “Templates” tab, select the “Terms & Conditions” option. The “Terms and Conditions” page will list all the terms that you have previously created earlier.   Use the “Search” bar feature to search for the “Terms” by entering their titles in the “Title” field then click on “Filter” Next, to each “Term” click the “Edit” button to edit it or the “Delete” button to delete it. Adding the  New “Terms & Conditions” File. This […]

Jun
25
2015

Creating Email Templates for Online Invoices

The “Online Invoices” system sends online invoices and estimates emails to your clients, and you have the ability to adjust and modify those emails in the most efficient way according to your business requirements. To start creating an “Email Template”, Through the “Templates”, select the “Email Templates” option. The “Email Template” Page will list all the system default  “Email Templates”, So if you want to edit any template click the “Edit” button. To create a […]

Jun
25
2015

Creating Pre-filled Invoice Templates in Online Invoices

“Pre-filled Invoice Templates” can save long periods of time if you have a plenty of popular products or services that you invoice very often to different customers. To create a new “Pre-filled Template” Through the “Template” tab, Select the “Pre-filled Templates” option. The “Invoice Templates” page will disclose all the created “Prefilled Templates” with an option to “Edit”, “Delete” or “Create an Invoice”  by clicking the “More” button  below the “Actions” column   Click the […]

Jun
25
2015

Creating Custom Invoice Layouts Templates

The “Online Invoices” system provides you with the options to make any “Invoice Layout” that suits your business requirements and your country’s rules to start creating custom “Invoice Layout Templates”. Through the “Template” tab, select the “Invoice/Estimate Layout” option. The “Invoice & Estimate Layouts” page will be populated. To create a “New Layout Template” then press the “New Invoice Layout” button. After clicking the “New Invoice Layout” button. you will be required to choose one […]

Jun
25
2015

Managing Tax Settings on “Online invoices” Software.

Managing the “Tax Settings” on  “Online Invoices” software. Through the “Settings” tab, select the “Tax Settings” option. This page showing below will display all your “added taxes”. You can modify the “Tax Name” and “Tax Value” directly through the text boxes. Click the green “Add New Tax” button to add a new tax entry. When you tick the checkbox below the “Included” column, the tax will be included at the item prices shown on the […]

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