16
2015
How to Invoice Your Client Using Authorize.net
The Online Invoices Billing and Accounting Software is fully 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 choose “Payment […]
16
2015
How to Invoice Your Clients Using PayPal
The Online Invoices Billing and Accounting Software is fully 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 on payment your account To accept online payments for your invoices, using PayPal, follow these steps: Login to your Online Invoices account, or Register for a free account from this link. From the “Settings” menu […]
16
2015
Managing Your Staff
Edit an Existing Staff Member: From the “Staff” menu choose “Manage Staff”. The “Manage Staff” page lists all the available staff members. Next to the staff member you wish to edit click the “Edit” button. You can edit the staff’s name, login details or role. Delete an Existing Staff Member: From the “Staff” menu choose “Manage Staff”. The “Manage Staff ” page lists all the available created staff member. Next to the staff member you […]
16
2015
Adding a New Staff Member to Your Online Invoices System
Adding team 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. Log expenses Create projects and Activities and track time. Create invoice and estimates and invoice the clients. You can set permissions for your staff for any function in the system and track them. To Add a New Staff Member : From the […]
16
2015
Managing Time Tracking Activities in Online Invoices
Activities are yet another helpful function to manage your time and organize it. You can create activities like coding, designing, writing content, etc., and track your time in each activity on its own. Create a New Activity: From the “Time Tracking” menu choose “Activities”. Click The “New Activity” button. Add a name for the activity, tick the “Active” check box and update the display order. Click the “submit” button. Edit an Existing Activity: From […]
16
2015
Managing Your Expenses in Online Invoices
To start managing your added expenses: From the “Finance” menu choose “Expenses”. To create a new expense click the “New Expense” button in the top right corner. Use the quick search area to search for expenses Use the “Date” section to search for expenses by date. Use the “Vendor” drop down menu to view only expenses for this vendor. Use the “Category” drop down menu to view only expenses for this category. Use the “Client” […]
16
2015
Managing Time Tracking Projects in Online Invoices
In Online Invoices time tracking is a project based tool, so before you can track your time, you will have to create new projects to assign your time entries to. Create a New Project: From the “Time Tracking” menu choose “Projects“. Click the “New Project” button. Add a name for the project and any related notes. Click the “Submit” button. Edit an Existing Project: From the “Time Tracking” menu choose “Projects“. Next to the project […]
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 […]
23
2015
Managing Documents
From the “Templates” menu choose “Manage File/Document”. The Documents page will list all the documents that you have created earlier. Use the Quick search function to search documents by their titles. Next to each document click the Edit button to edit or the Delete button to delete the document. Contact us if you have an issue or more questions. Start using our online invoices software now, or try our free invoice maker.
23
2015
Up and Running with Online Invoices Reports
For any date range, you can generate reports related to taxes, payments or general invoice. With easy to use filter options, you can customize the results displayed by client, currency, status and many other options. See what you are up to, in seconds, any time. General Invoice Report From the “Invoice” menu choose “General Invoice Report” Group by client, staff, invoice statues or time period. Choose certain client or all clients Invoiced by: Choose a […]