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To link your company Paypal account you need to follow below mentioned steps: Go to Settings->Payment Gateways->find Paypal and click Active radio button->click Live radio button and enter Business ID Also, while creating Invoice select Paypal as paym...
You can customize your invoices.There are few pre-designed templates from which you can select. Please follow following steps: - From Billing drop down select Invoice - Click on any Invoice hyperlink - Invoice preview page will appear from where you...
The customers credit card information is not stored on Invoicera, it is stored mainly on Payment Gateway for security purpose. You can easily update your credit card information by following these steps: 1) Log in your Invoicera account as an Administ...
Staff licenses payment can be done while renewing, upgrading or downgrading subscription but if by chance you forgot that time you can use this link http://www.invoicera.com/pay/ [http://www.invoicera.com/pay/]. Once you make a payment our sales departmen...
For viewing entire stock please follow below mentioned steps: - Click Billing tab and select Product - Edit any of the product and you would see an option as 'Manage my Inventory' - Click the check box and you will be able to see Current Stock.
For using export function please follow following steps: - Log into your Invoicera Account - Click Setting and go to General preferences - Click Backup tab - Export button is can be clicked once you select options from dropdown to export.
Purchase Order option is available in the Billing section. - As shown in below screen it is not available so for that we need to click 'Apps' - When we click Apps, we get a screen where we can Activate Purchase Order, Credit Note, QuickBooks. - On c...
To set up your credit card for receivables you need to follow below mentioned steps: - Click Billing tab and then go to Recurring Invoices - Add a new recurring Invoice and scroll down the page till you see an 'Auto Billing' option and click the check...
Invoicera supports Client login access to create new orders and check invoices. For checking information on clients you can use following API link http://www.invoicera.com/api/xml/help.php?p=time_log_entry There would be option as 'Get Client'
If you are looking to access Invoicera from laptop or desktop, then you will need an internet connection. And regarding our mobile apps to be working offline and then turning Sync On when internet is accessed, we have this in our development. For Andr...
If your Client is using any Payment Gateway and he forgets to click 'Finalize your Payment', the payment will not be applied to Invoicera Invoice. To solve this you can use following steps: - In Billing Section go to Invoice. - Click the hyperlink ...
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