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. […]

From the “Invoices “ menu choose “Manage Recurring Invoices “. This page lists all invoices issued by your Online Invoices system for ongoing services or subscriptions. You can view each invoice online, edit or delete from this page. You can click on the More Options button to filter the invoice list as required – by invoice number, date, status, due date etc.  Create a new subscription by clicking the “New Subscription” button. Use the quick-search […]

Create a new  recurring Invoice: From the “Invoices” menu choose “Recurring Invoice”. Click the “New Subscription” button. Anatomy of a recurring invoice Set Recurring Options. Subscription name: Add the name for the recurring invoice. All generated invoices will fall under this name. Generate an invoice every: Enter the period of time the subscription is for (for example select ‘month’ where an invoice needs to be issued on a monthly basis). You can choose from days, […]

From the “Clients” menu choose “Manage Clients“. This page lists all current clients. You can use the icons on the right to edit or view client details. The ‘More’ icon also allows you to manage various other functions relating to each client, such as sending statements, resending login details, enabling you to view their client dashboard and so on. It is also possible to link the client to other functionality if required, so services can […]

Manage your products/services in online invoices system: From the”products” menu choose “Manage products“. Manage Products details The items page lists all items, services or products that you have added to your system. To add a new item, go to the Create New Item page and add the various details for that item – for instance, if you have a vehicle repair business you may wish to add ‘Standard Car Service’ as an item, with a […]

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 […]

From the “Invoice” menu choose “Manage Invoices”. The invoices page lists all invoices issued by the system, whether manually or through the automated functions for subscription renewals. You can search by Client (or use the advanced options selectable through the More Options link at the top right). The invoices can be categorized and listed by date, status etc. simply by clicking on the column heading. Invoices can be edited, exported, printed, and saved as a […]

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 […]