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 […]

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 […]

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 […]

“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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]