Jun
25
2015

Managing Global Settings in Online Invoices

Managing Global settings on the online invoices System.   Through the “Settings” tab, select the “Account Settings” option. You can edit your “Business Details”, “Logo” and determine your “Account Location” using the “Global Settings”. “Change Password”: Clicking on this button at the top right corner allows you to change your password. “Change Email”: Clicking on this button at the top right corner allows your to change your email. “Logo”: Customize the appearance of your “Online […]

Jun
24
2015

Managing Payment Options in the Online Invoices System

Through the “Settings” tab, select the “Payment Options” option. “Online Invoices” has multiple Payment Gateways integrated and built into the system. To enable them to be used by clients to make the payments to you, you will first need to create an account with that provider. You will then need to enter the relevant “Username” and “Password”, and then “activate” that gateway for your system. You can choose at any time to disable any of […]

Jun
24
2015

Managing Estimates on the Online Invoices System

Through the “Invoice & Estimates” tab, Select “Estimates”. If you activated the “Inventory management and control software“ from the “Plug-in Manager” section, Then the “Invoice & Estimates”  tab will be showing as “Sales”. The estimates page displays all the estimates issued by the system. You can search by the client (or use the advanced selectional options through the (More Options link at the top right). The estimates can be categorized and listed by date, status etc, Estimates can […]

Jun
24
2015

Creating Estimates on the Online Invoices System

Create a new estimate on the Online Invoices system: Through the “Invoice & Estimates” tab, Select “Estimates”. If you have activated the “Inventory management and control software” from the “Plug-in Manager” section, Then the “Invoice & Estimates” tab will be showing as  “Sales”. Click the “New Estimate” button. Anatomy of an estimate   Use Pre-filled Templates & Invoice Layout Use a pre-filled estimate/invoice template: Select a pre-filled estimate/invoice from your saved “pre-filled invoice templates” for creating a new estimate of similar […]

Jun
21
2015

Managing Recurring Invoices on the Online Invoices System

Through the “Invoice & Estimates” tab, Select “Recurring Invoices”. If you have activated the “Inventory management and control software “ from the “Plug-in Manager” section, then the “Invoice & Estimates” tab will be showing as “Sales”. This page highlights all the invoices issued by your Online Invoices system for the continuous running services or subscriptions. You can view each invoice online, edit or delete through this page. You can click on the “More Options” button to filter the invoice list as […]

Jun
21
2015

Creating Recurring Invoices on the Online Invoices System

Create a new recurring Invoice: Through the “Invoice & Estimates” tab, Select “Recurring Invoices”. If you have activated the “Inventory management and control software” via the “Plug-in Manager” section, then the “Invoice & Estimates” tab will be showing as “Sales”. Click the “New Subscription” button.   Anatomy of a recurring invoice Set “Recurring Options”. Subscription name: Specify the name of the recurring invoice. All generated invoices will be listed under this name.  “Select Invoice Generation Period”: Enter the duration of […]

May
18
2015

Managing clients on the Online Invoices system

Through the “Clients” tab, Select “Manage Clients”. This page lists all current clients. You can click the blue colored button on the right hand-side to edit or view client details. The “More Options” section also allows you to manage other multiple functions related to each client, such as sending statements, resending login details, enabling you to view their client dashboard, ect.. It is also possible to link the client to other structured functions if required, so […]

May
18
2015

How to manage products in Online Invoices

Manage your products/services on online invoices system: Through the “products” section please select the “Manage products” option. Manage Products details The items page lists all the items, services or products that you have added to your system. To add a new item, go to the Create New Item page and add any various details for that item – for instance, if you have a vehicle repair business and you want to add ‘Standard Car Service’ […]

May
18
2015

Adding automatic reminders to the invoice

When creating invoice or editing an invoice automatic reminders can be added from the “Create Invoice” page. Click on the “More Options” button and choose the “Discount & Deposit” tab .   In order to schedule sending one or more email reminders to a client until he pays the invoice, follow these directions.  Automatic reminders are not sent once the invoice is paid. If payment is not received the system will send individual emails at the scheduled […]

May
17
2015

Managing invoices in the Online Invoices system

Through the “Invoice & Estimates” tab, Select “Manage Invoices”. If you have activated the “Inventory management and control software” using the “Plug-in Manager” section, then the “Invoice & Estimates” tab will be showing as “Sales”. The invoices page lists all invoices issued by the system, whether manually or through the automated functions for subscription renewals. You can search by Client (or use the advanced selectional options through the More Options link at the top right corner). The […]

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