The Online Invoices Billing and Accounting Software is fully compatible with 2Checkout so you could invoice your clients and receive payments online to your 2Checkout account. 2Checkout  integration works with all of our Online Invoices software’s Invoice Templates. Activate 2checkout on payment your account To accept online payments for your invoices using 2Checkout, follow these steps: Login to your Online Invoices account, or Register for a free account from this link. From the “Settings” menu choose “Payment […]

The Online Invoices Billing and Accounting Software is fully compatible with Stripe so you could invoice your clients and receive payments online to your Stripe account. Stripe integration works with all of our Online Invoices software’s Invoice Templates. Activate Stripe on payment your account To accept online payments for your invoices using Stripe follow these steps: Login to your Online Invoices account, or Register for a free account from this link. From the “Settings” menu choose “Payment […]

What is Profit & Loss Report (P&L) ? The profit and loss statement is a summary of the financial performance of a business over time (monthly, quarterly or annually is most common). It reflects the past performance of the business and is the report most often used by small business owners to track how their business is performing. Source To access the Profit and Loss report (P&L): From the “Finance” menu choose “Profit & Loss […]

To access your account information: From the “Settings” menu choose “Account Information” The “Account Information” page will show theses information about your account: The business name and the sub domain for the business The Address for your business. The System’s Default currency. Your time zone Your date format From the account information page you will be able to upgrade your online invoices system  or renew you subscription it will also show you the date your […]

Staff roles are the preset permissions that you can give to your staff depending on their role in your business. To Create a New Role: From the “Staff” menu choose “Manage Staff Role”. The “Manage Staff Role” page lists all the available created roles. From the top right corner click “New Role”. The “New Roles” page will list all the available permissions that can be associated with the staff member as in this picture below. […]

To Create an Invoice Using the Time-sheet: From the “Time Tracking” menu choose “Generate Invoice“. The Settings List By : Choose to list by and show project, activity, staff or Date. Format: Choose whether you need the items in details -every added time in a separate raw- or grouped by project, activity, staff or date range. Include in description : tick any check box you will need to add on the description field of the […]

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 […]

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 […]

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 […]

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 […]