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 […]

When creating invoice or editing an invoice the invoice layout can be changed using the “Create Invoice” page. Choose from the “Invoice Layout” drop list your favorite layout.     Online invoices provides the ability to use different invoice layouts and forms. Useful if you have multiple businesses for example.. Different logos can be uploaded for different layouts. Select a layout from the drop down menu. The layout will apply once you choose it.   […]

When creating or editing an invoice a document or documents can be attached using the “Create Invoice” page. Click on the “More Options” button and choose the “Attach Documents” tab.     Documents can be uploaded and attached to the invoice email(s). Select a Document from the drop down menu then press the “Attach” button. The attached documents will be listed as in the picture above. Press the “Preview” button to open the document. Press […]

When creating or editing an invoice Terms and Conditions  can be added from the “Create Invoice” page. Click on the “More Options” button and choose the “Terms & Conditions” tab.   Add “Terms & Conditions” to an invoice and the client will be asked to read and agree to them before payment. . Tick the “Requires Terms and Conditions agreement before payment” check box. Choose a Term/Conditions option from the drop down menu. Press the […]

When creating or editing an invoice  a discount or deposit can be added from the “Create Invoice” page. Click on the “More Options” button and choose the “Discount & Deposit” tab. Add the discount in percentage Note when we added a 25% discount the discounted value is added to the invoice.. Add the Deposit (Next Payment) as a  Fixed Amount or  as a percentage. If this invoice is to be paid in instalments – write […]

Through the “products” tab, select the “Create product” option. Adding the new Product’s details: Entering the “Product Details”: “Name”: Enter the product name (make sure to select a remarkable clear attributive name). “Description”: Add a description to the products/services you are offering/presenting.  If you want to use one field only for describing your item, leave this particular field empty and it will not be showing on the invoice. This is not a mandatory field. “Retail Price”: Enter the […]

To start invoicing your clients you will need to add them and you can do that by doing the following steps: 1- Through the “Clients” tab, Select the  “Add  New Client” option. 2- Add the new “Client Details”: Please Note only the required fields are (Your client’s business name, client number and client’s  email address if you selected the “Send Via Email” Invoicing method). Complete the “Client Details” field: “Business Name”: Enter the client business name […]