16
2015
How to Track Your Time
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. […]
16
2015
How to Invoice Your Client Using Authorize.net
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 […]
16
2015
How to Invoice Your Clients Using PayPal
“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 […]
16
2015
What Payment Gateways Does Online Invoices Support?
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 […]
16
2015
Managing Your Staff
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 […]
16
2015
Adding a New Staff Member to Your Online Invoices System
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 […]
16
2015
Managing Time Tracking Activities in Online Invoices
“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 […]
16
2015
Managing Your Expenses in Online Invoices
Start managing your additional expenses: Through the “Finance” tab, Select the “Expenses” option. To create a new expense click the “New Expense” button at the top right corner. The Blue Division bar displays your entered “Expenses” during the showing periods which are the: “Last 7 Days”, “Last 30 Days” and “Last 365 Days” Use the “Search” bar to search for expenses. Use the “Date” section to search for expenses by date. Use the “Category” […]
16
2015
Managing Time Tracking Projects in Online Invoices
Online Invoices “Time tracking” feature is a project based tool, So in order to track your time, you will have to create new projects to have your time entries assigned to. Create a New Project: Through the “Time Tracking” tab, select the“Projects” section. Click the “New Project” button. Add a “Name” to the project and any related notes. Tick the “Active” checkbox on the left-hand side to keep the project’s status activated. Click the “Save” […]
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