Browsing articles in "Manual"
Nov
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 […]

Nov
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 […]

Nov
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 […]

Nov
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 […]

Nov
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 […]

Nov
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” […]

Nov
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 […]

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

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.

Jul
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 […]

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