In this tutorial we will describe :<\/p>\n
- \n
- How\u00a0 you can use OnlineInvoices to add new clients.<\/li>\n
- Add your services.<\/li>\n
- Send quotes to your clients.<\/li>\n
- Create invoices and invoice your clients for services you provide as well as\u00a0your products.<\/li>\n
- Receive online payments for your invoices to your favourite payment gateway.<\/li>\n
- Track your time and charge your clients based on those hours.<\/li>\n<\/ul>\n
First you will need an account in OnlineInvoices. Login <\/a>to your account or Register <\/a>for a free account now.<\/p>\n
Adding New clients to your system:<\/h2>\n
- \n
- From the”Clients<\/strong>” menu choose “Add\u00a0 New Client<\/strong>“.<\/li>\n
- Add the new client’s details: Please Note\u00a0the only required fields are (client business name, client number \u00a0– and client \u00a0email address if you choose the “Send Via Email” invoicing method).<\/li>\n
- Complete the\u00a0“Client Details” <\/strong>field: \u00a0check this for more info How to Add New Clients in Online Invoices<\/a>.<\/li>\n
- Click on the\u00a0Save<\/strong>\u00a0button to save the new client.<\/li>\n<\/ol>\n
After\u00a0 you complete adding your clients you can start listing the services that you provide (and\/or your products, if you are also providing other material\/products\u00a0for their use).<\/p>\n
Adding your services.<\/h2>\n
- \n
- From the”products<\/strong>” menu choose “Create product<\/strong>“.<\/li>\n
- Add\u00a0 your service details: \u00a0check this for more info How to add new products in Online Invoices.<\/a><\/li>\n
- Click on the\u00a0Submit\u00a0<\/strong>button to save the new product.<\/li>\n<\/ol>\n
Quote your Consulting service fee and send it to your client.<\/h2>\n
- \n
- From the “Invoices” <\/strong>menu choose “Estimates”<\/strong>.<\/li>\n
- Click the “New Estimate<\/strong>” button.<\/li>\n
- To get in-depth info about creating estimates visit:\u00a0Creating Estimates in the Online Invoices System <\/a>.<\/li>\n
- After filling out the estimate with your service info click the “Save & Send Email” button.<\/li>\n
- Your client will receive the estimate by\u00a0email and will have the power to accept the estimate and add notes if required\u00a0via that email.<\/li>\n
- \u00a0When your client receives the estimate and accepts it you will receive an email \u00a0notifying you of the update.<\/li>\n
- When opening the invoice it will be marked as accepted, and simply click the “Convert to invoice” to generate an invoice based on this estimate<\/li>\n
![\"conver](\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/12\/conver-to-invoice.png\")
<\/a><\/li>\n- Once you generate the invoice you can edit it or add more fields. Check this link: \u00a0Create Your first invoice<\/a> to get in depth knowledge of creating invoices.<\/li>\n
- To receive payments online for your invoice you will need to set up a payment gateway.
\nCheck these links and configure your gateway:<\/p>\n- \n
- How to Invoice Your Client Using 2Checkout.<\/a><\/li>\n
- How to Invoice Your Clients Using Stripe.<\/a><\/li>\n
- How to Invoice Your Client Using Authorize.net.<\/a><\/li>\n
- How to Invoice Your Clients Using PayPal.<\/a><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n
If you are running\u00a0 a large business with many employees and need to track and invoice for their tasks you can use\u00a0our special\u00a0staff and time tracker features.<\/p>\n
Track your time<\/h2>\n
Many consultants \u00a0invoice their clients for the hours they worked. You will be able to use the OnlineInvoices Online Time Tracker to track your time in projects and activity based and create an invoice highlighting the hours you added and the rate for each hour.<\/p>\n
Before you can start tracking your time you will need to create a project <\/a>and an activity.<\/a><\/p>\n
Start tracking your time:<\/h2>\n
- \n
- From the “Time Tracking<\/strong>” menu choose “Time Tracking<\/strong>“.<\/li>\n
- Choose a day from the calendar.<\/li>\n
- Click the “New Entry<\/strong>” button.
\n![\"consluting-time-tracking\"](\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/12\/consluting-time-tracking.png\")
<\/a><\/li>\n- Select a project and an activity, and add your time manually in the “Time field<\/strong>”\u00a0or start the timer.<\/li>\n
- Add any notes related to the task.<\/li>\n
- Click the “Add<\/strong>” button.<\/li>\n<\/ol>\n
To Create an Invoice Using the Time-sheet:<\/h2>\n
To generate a time invoice highlighting all the hours you added in a certain project, activity or time period:<\/p>\n
- \n
- From the “Time Tracking<\/strong>” menu choose “Generate Invoice<\/strong>“.
\n![\"Invoice](\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Invoice-from-time-sheet.png\")
<\/a><\/li>\n- The Settings<\/strong>\n
- \n
- List By : Choose to list and show project by, activity, staff or date.<\/li>\n
- Format: Choose whether you need the items in details -every added time in a separate row- or grouped by project, activity, staff or date range.<\/li>\n
- Include in the description : tick any check box you will need to add on the description field of the item on the invoice: Project, activity, staff or by date range.<\/li>\n
- Choose a date range you want to invoice for. If left blank all unbilled hours for the project will be invoiced.<\/li>\n
- Default Hour Rate: Add the default hourly rate for the hours you will add in the invoices. The rate can be charged separately for each item in the invoice<\/li>\n
- Project: Choose a project you want to invoice for the time worked on it.<\/li>\n
- Staff: Choose a certain staff member to invoice for the time he\/she added.<\/li>\n
- Activity: Choose an activity you want to invoice for the time worked on it.<\/li>\n
- Click \u201cSubmit<\/strong>\u201d to generate the invoice; once you generate the invoice you can complete its data as any normal invoice, like choosing a client or adding special fields, etc.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n
![\"Invoice](\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/12\/Invoice-time.png\")
<\/a><\/p>\nStart managing your accounting tasks. Simply\u00a0register for a free account <\/a>on OnlineInvoices Billing and Accounting Software<\/a> or if you are in a hurry use our free\u00a0Consulting Invoice Template<\/a><\/p>\n
- The Settings<\/strong>\n
- How to Invoice Your Clients Using Stripe.<\/a><\/li>\n
- Click the “New Estimate<\/strong>” button.<\/li>\n
- Add\u00a0 your service details: \u00a0check this for more info How to add new products in Online Invoices.<\/a><\/li>\n
- From the”Clients<\/strong>” menu choose “Add\u00a0 New Client<\/strong>“.<\/li>\n