Browsing articles in "knowledge base"
Oct
24
2016

How to translate the invoice into your language

If the English labels of the invoice isn’t suitable with your country’s regulations and need it to be fully in your language all you need to do is to create an invoice layout and rename the labels into your language and this is how:   From the “Templates” menu choose “Invoice/Estimate Layout“. Click the “New Invoice Layout” button. Choose a template Press the “Change Labels” button. Start translating the invoice into you language from the […]

Oct
24
2016

How can I CC and BCC email addresses on invoices that I send

To add other email addresses  beside the client’s email address on the invoice your are sending out there are two methods. The first method: After finishing the invoice click the “Send With Revised Email” button Click the “Edit” button. Edit the email and add the emails you wish to be added CC: Email will be sent to other email addresses as carbon copy the receiver will be able to see who is in the CC. […]

Oct
24
2016

How do I permanently delete my account?

If you don’t think you’ll use the Online Invoices Software again, you can have your account deleted. Please keep in mind that you won’t be able to restore your account or retrieve anything you’ve added. Before you do this, you may want to download your Online Invoices system info (Invoices, products, clients, expenses or time tracker info).   To Delete your account login into your system using Online Invoices Software login page After Longing into […]

Oct
24
2016

How to mark an invoice as paid – Partial Paid or unpaid?

After sending an invoice to your client you can manually add payments to this invoice and mark it as paid or Partial Paid. To add payment to an invoice: From the “Invoices” menu choose “Manage Invoices“. The unpaid invoice will be marked as unpaid like this mage below: To add a payment to the invoice click the “More” button and  choose “Add Payment”. This payment page allows you to record payments made for invoices, usually […]

Nov
16
2015

How to Create a Recurring Expense

To create or add new expenses to your Online Invoices system: From the “Finance” menu choose “Add Expenses”. Add your expense details. Tick the “Recurring” check box, and choose the frequency and the end date. Click “Submit” to save the expense.

Nov
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 […]

Jul
23
2015

How to Upgrade Your Online Invoices System

“Online Invoices” software provides a variety of plans to match all customers needs. You can choose one of the following plans: “Free” plan “Silver” plan “Gold” plan “Platinum” plan If you would like to expand your system and upgrade to a higher plan, please follow the following steps: At the top right panel of your system, click on the drop-down arrow and select the “Upgrade” option. The browser will display the “Upgrade Plans” section. Select […]

Jul
23
2015

How to Change Your Email Address

Having an email address is crucial for the online invoices system. This is  where you will get the latest updates about your invoices and payments and other important emails, so make sure you registered with your email and the email is active. To change your email address follow these steps:   From the top right corner click the drop down arrow and choose “Change Email” Enter your current password in the “Your Current Password” text […]

Jul
23
2015

How to Change Your Password

You should choose a secure, long password for your account that can not be guessed easily. To change your password follow these  steps :   From the top right corner click the drop down arrow and choose “Change Password“ Enter your current password in the “Current Password” text box. Enter your new password in the “New Password” text box. Retype you new password again in the “Confirm Password” text box. Click the “Submit” button. Log […]

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 […]

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