Browsing articles in "Manual"
Nov
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. […]

Nov
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 […]

Nov
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 […]

Nov
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 […]

Nov
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 […]

Nov
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 […]

Nov
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” […]

Nov
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” […]

Jul
23
2015

Adding a New File/Document

This post is about adding new Terms & Conditions to your online invoices system. To learn how to add Terms & Conditions to your invoice/estimate follow attaching documents to an invoice 1- From the “Templates” menu choose  “Manage File/Document”. 2- From the Top right Corner click the “New Document” button.   3- Start uploading your file or document:  Title : Choose a title for your document. Upload Document: Allowed file formats are  (pdf,doc,docx,xls,xlsx,csv,jpg,png,gif) and the  […]

Jul
23
2015

Managing Documents

Through the “Templates” tab, Select the “Manage File/Document” option. The “Documents” page will list all the documents that you have previously created earlier. Use the “Search” bar feature to search for documents by writing their titles in the “Title” field. Next, to each document on the same horizontal row to the right-hand side click the  “Edit” button to be able to edit or the “Delete” button to delete the document. Adding a New File/Document 1- […]

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