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 […]

Through the “Invoice & Estimates” tab, Select “Recurring Invoices”. 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”. This page highlights all the invoices issued by your Online Invoices system for the continuous running services or subscriptions. You can view each invoice online, edit or delete through this page. You can click on the “More Options” button to filter the invoice list as […]

Create a new recurring Invoice: Through the “Invoice & Estimates” tab, Select “Recurring Invoices”. If you have activated the “Inventory management and control software” via the “Plug-in Manager” section, then the “Invoice & Estimates” tab will be showing as “Sales”. Click the “New Subscription” button.   Anatomy of a recurring invoice Set “Recurring Options”. Subscription name: Specify the name of the recurring invoice. All generated invoices will be listed under this name.  “Select Invoice Generation Period”: Enter the duration of […]

Through the “Clients” tab, Select “Manage Clients”. This page lists all current clients. You can click the blue colored button on the right hand-side to edit or view client details. The “More Options” section also allows you to manage other multiple functions related to each client, such as sending statements, resending login details, enabling you to view their client dashboard, ect.. It is also possible to link the client to other structured functions if required, so […]

Manage your products/services on online invoices system: Through the “products” section please select the “Manage products” option. Manage Products details The items page lists all the items, services or products that you have added to your system. To add a new item, go to the Create New Item page and add any various details for that item – for instance, if you have a vehicle repair business and you want to add ‘Standard Car Service’ […]

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 […]

Through the “Invoice & Estimates” tab, Select “Manage Invoices”. If you have activated the “Inventory management and control software” using the “Plug-in Manager” section, then the “Invoice & Estimates” tab will be showing as “Sales”. The invoices page lists all invoices issued by the system, whether manually or through the automated functions for subscription renewals. You can search by Client (or use the advanced selectional options through the More Options link at the top right corner). The […]

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 […]