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.

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” menu and then choose “Payment Options.” Next to you favorite gateway mark it as “Active.” Add your account details like your PayPal email address. Click Save to […]

Your online invoices system provides a variety of plans to fill different customer’s needs. You can choose one of the following plans: Free plan Silver plan Gold plan Platinum plan If you wish to expand your system and upgrade to a higher plan follow these steps: From the top right corner in your system click on the drop down arrow and choose Upgrade. The browser will open the Upgrade Plans page. Choose the plan you […]

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 […]

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 […]

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.easyinvoices.com.au”, 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 […]

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 […]