To generate a stocktaking sheet: Click the “Reports” menu. choose “Inventory Reports“. Choose “Stocktaking Sheet“. From the “Group By ” menu choose to  whether group the data by “Category“, “Brand” or “No Grouping“. From the “Order By ” menu choose to  whether Order the data by “Product Name“, “Stock Level Ascending” or “Stock Level Descending“. From the “Category” menu choose to categories you want to show. From the “Brand” menu choose to brands you want to show. Click the “Generate […]

To keep track of every action happen on your account whether from you, your staff or your client, use Online Invoice’s activity log to review every action e.g. adding, editing, deleting, viewing…etc. To view the activity log for a certain client: From the “Clients” menu choose “Manage Clients“. From the Clients list and next to the clients you wish to view his activity log click the arrow then click “View“. From the Client view page […]

Appointments management is another feature OI introduces to efficiently manage your clients. You can use appointments in the most effective way that suits your business. E.g. Patients-doctors appointments, , delivery/reception appointments, parents-teachers appointments…etc. Use the search bar to filter the appointments. Filter by the status of the appointments (Scheduled – Dismissed – Done – All). Filter by the clients status. This list is customizable to suit your business needs. Filter by the action done with […]

OnlineInvoices allows you to send bulk emails to your clients to acknowledge them about your business or market new services or products you are presenting. To start sending bulk emails to your clients please follow these following steps: Through the “Clients” tab, Select the “Manage Clients” option. Through the manage clients page select the clients you want to send emails to. Click the “Send Emails” button. Insert your email then fill in all the details […]

Starting a Landscaping and Lawn Care Service business doesn’t necessarily require any advanced skills or big money investment but it often requires hard work, even acquiring customers and maintaining them. To be able to manage your clients and your business expenses efficiently, you will need Invoicing and Accounting software that suits your Landscaping Service Business. To start managing your accounting tasks, register for a free account on OnlineInvoices Billing and Accounting Software, or if you […]

To efficiently manage your clients, you can add notes and attach files to any client’s profile. These notes can be very beneficial to your business, and it’s advantages of use are totally limitless, and it can be customized to fit your business needs, Also you can share these notes and attachments with your clients or keep them for yourself for future reference.   To add a new note and attachment, please  follow the following steps: […]

Appointments management is another feature OnlineInvoices presents to efficiently manage your clients. You can use appointments in the most effective way that suits your business, e.g., patients/doctors appointments, delivery/reception appointments, parent-teacher appointments, etc. To schedule a new appointment with a client: Through the “Clients” tab. Select the “Appointments” option. The appointments page will list all recent appointments Click the “New Appointment” button at the top right corner. The “Schedule a New Appointment” page will be […]

The retail industry needs a simple yet advanced tools to manage their business needs. OnlineInvoices introduced new functions focusing on the needs of the retail industry and whether you run a local store or a large business OnlineInvoicies got you covered and in this tutorial we will highlight: Add products to your inventory. Manage your inventory. Add new suppliers. Manage your suppliers. Add and manage purchase orders. How to use barcodes for your business Accepting […]

The first step concerning managing your inventory is adding your “Products &  Services” and you can do that through the following steps. Through the “Inventory” tab, select the  “Inventory” option. Click the “New Product” button on the top right corner. Add the new Product’s 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 […]

“Adding New Suppliers” on your “Online Invoices” Inventory Management system can be done through  the following  steps: Through the “Inventory” tab, select the “Manage Suppliers” option. The “Suppliers” main home page will display all the recently created suppliers. Click the “New Supplier” button.   Add the new supplier’s details: Complete the “Supplier Details”: “Business Name”: Enter the supplier business name here. If there isn’t any organization name, simply add the supplier’s full name, and leave […]