16
2015
Changing the SMTP Settings
By default Online Invoices sends email on users’ behalf using Online Invoices email address “maildelivery@easyinvoices.com.au” to deliver the emails successfully to their clients without pouncing back or being rejected by the email server. Although the email is being send by “maildelivery@easyinvoices.com.au”, when a client click the reply button he will send the reply directly to the business owner’s email address directly. What if you would like to send your emails from your email server directly […]
16
2015
Expense Report
The expense report shows you the full details of your expenses. To create new expense reports: From the “Finance” menu choose “Expenses Report”. Show saved report: Choose a saved report from the drop down menu and then click “Go”. Group Expenses by: Clients, staff, categories, vendors or periods. Added by: Shows expenses added by certain staff member or all staff. Clients: Shows expenses that are only linked with a certain client. Vendor: Shows expenses that […]
16
2015
Creating Expenses in Online Invoices
OnlineInvoice also works as an online expenses tracking software To create or add new expenses to your online invoices system: From the “Finance” menu choose “Add Expenses” Choose a date for the expense you wish to add. Add the amount of the expense and choose the currency. Attach any image or receipt for the expense Choose a category from the drop down menu or insert the category manually -all inserted categories are saved once you […]
16
2015
How to Create a Recurring Expense
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.
16
2015
How to Track Your Time
Before you can start tracking your time you will need to create a project and an activity. Start tracking your time: From the “Time Tracking” menu choose “Time Tracking”. Choose a day from the calendar. Click the “New Entry” button. Select a project and an activity, and add your time manually in the “Time field” or start the timer. Add any notes related to the task. Click the “Add” button. How to import a list […]
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
What Payment Gateways Does Online Invoices Support?
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 […]
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 […]