This post is about adding new Terms & Conditions to your Online Invoices system. To learn how to add  Terms & Conditions to your invoice/estimate check adding a terms and conditions agreement to the invoice. Add New Terms & Conditions File. From the “Templates” menu choose “Terms & Conditions “. From the top right corner click the “New Term” button.  Title : Choose a title for your Terms e.g. late fees. Upload document: Select this […]

From the “Templates” menu choose “Terms & Conditions”. The Terms page will list all the Terms that  you have created earlier.     Use the quick search function to search the Terms by their titles. Next to each Term click the “Edit” button to edit it or the “Delete” button to delete it. Contact us if you have an issue or more Questions. Start using online invoices software now, or try our free invoice maker.

The Online Invoices system send emails to your clients for online invoicing and estimates, and you tailor these emails in the best way to suit your business. To start creating an email template, choose “Email Template” from the “Templates” menu. The “Email Template” Page will list all system default email templates to edit any template click the “Edit” button. To Create a new template click the “New Template” button from the top eight corner. An “Add […]

Pre-filled  invoice template can save lots of time if you have popular  products or services which you invoice very often to different customers. To create a new pre-filled template From the “Template” menu choose the “Pre-filled Templates”. The Invoice Templates page will list all the created prefilled templates with an option to edit, delete  or create an invoice using this template.   Click the “New Template” button to create new pre-filled invoice template. The “New […]

The Online Invoices system gives you the power to make any invoice layout that suits your business and your country’s rules to start creating  custom invoice layout templates. From the “Template” menu choose  “Invoice/Estimate Layout“ This will open the “Invoice & Estimate Layouts” page To create a new layout template press the “New Invoice Layout” button. After clicking the “New Invoice Layout” button. you will be asked to choose one of three pre-made templates. Choose […]

Managing Taxes Options in Online invoices system From the “Settings” menu choose “Tax Settings”. This page will list all your added taxes. You can edit the tax name and value directly from the text boxes. Click the “Add New Tax” button to add a new tax area. When you tick the included box, the tax will be included in the item prices shown on the invoice. The invoice total will also include tax, though the […]

Managing Global settings in online invoices System.   From the “Settings” menu choose “Account Settings“. You can edit your business details , logo and localize your account from the global settings. Logo: Customize the look of your Online Invoices system by uploading your business logo. The logo you upload here will also be used in the default template for all your quotes, estimates and invoices.  If you wish to use several logos, simply create a […]

From the “Settings” menu choose “Payment Options“. There are various Payment Gateways integration built into the Online Invoices system. To allow them to be used by clients to make payments to you, you will first need to have an account with that provider. You will then need to enter the relevant username and/or password, and then “activate” that gateway for your system. You can choose at any time to disable any of the gateways, without […]

From the “Invoices” menu choose “Estimates”. The estimates  page lists all estimates  issued by the system. You can search by client (or use the advanced options selectable through the More Options link at the top right). The estimates can be categorized and listed by date, status etc. simply by clicking on the column heading. Estimates can be edited, exported, printed, and saved as a PDF. Other functions can be accessed via the ‘More’ icon (view, […]

Create a new estimate in the Online Invoices system: From the “Invoices” menu choose “Estimates”. 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” to make creating a new estimate for similar products or services quick and easy. Edit the estimate as required – client, discount, etc and then save as a new invoice. […]