-
-
1
-
-
-
Nitish Biswas
-
My Account
- Change Email
- Change Password
- Log out
-
04/07/2020 07:04
Details
- Sales
- Clients
-
Inventory
- Products & Services View, edit, add products / services and manage inventory
- Manage Purchase Orders Create and manage purchase orders for suppliers
- Purchase Refunds
- Manage Suppliers Create, manage suppliers and their contact details
- Client Price Groups Can be used to specify a set of prices that you want apply to a group of clients
- Warehouses View, edit, add warehouses
- Time Tracking
- Finance
-
Templates
- Invoice/Estimate Layouts Change what your invoices look like, remove/add extra details
- Purchase Order/Refund Layouts Change what your purchase order look like, remove/add extra details
- Prefilled Templates Allows you to quickly create new invoices/estimates/quotes without having to add the same details each time
- Email Templates Create or change the email message templates & format that you send to your online clients
- Terms & Conditions Edit the “Terms & Conditions” to be approved before clients pay your invoices online
- Manage Files/Documents Manage ‘frequently attached’ files which are sent with your invoices
- Printable Templates Manage ‘printable templates’
- Staff
-
Settings
- Account Information
- Account Settings Business details, logo, localization
- Invoices Settings
- Client Settings
- Purchase Order Settings
- Products Settings
- SMTP Settings Send emails from your own business email address instead of ‘maildelivery@onlineinvoices.com’
- Payment Options Active/deactivate payment options, integrate your online payment gateway (PayPal, Stripe, Square …etc)
- Auto Number Settings Manage auto number settings
- Tax Settings Set up multiple taxes for your invoices
- Plug-in Manager View & Manage Plugins
- Reports
New Invoice
Create invoices using the many features on this page. Using the bottom tabs, you can customise many aspects of the invoice, and tailor many areas to create a virtual 'content' template for future invoices. If you save the completed - or partly completed invoice - as a 'pre-filled invoice template' you can use it again and again for any similar invoice requirement. You can save as many different versions as you wish, naming them as required, and they will be available (see the dropdown top right) when you create any future invoices.
The 'Invoice notes' section allows you to add further explanation or description, or special payment details and so on, and is shown on the invoice sent to the client.
Tax
© Online Invoices 2020. All Rights Reserved | Affiliate Program | Terms & Conditions | Privacy Policy.
