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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 y...
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 o...
When an invoice is created and sent to a client, it can be attached as PDF when mail is sent. Dollowing steps will help to enable this feature. Go to Settings->General Preferences->App Settings-> Scroll Down and click check box for "PDF with Invoice Mai...
When you go to received invoices, any invoice whose payment is not Zero or disputed, can be viewed and you would see an option as Make payment.
1. Go to the Expense Management section and expense that you wish to re-use. Assign the same to a particular client as shown below 2. Add and re-use the expense while creating a new invoice for that client. This can be done for any number of invoices ...
1. Go to the Log Project Work Time section 2. Log hours by using the start timer option 3. Save the hours logged 4. Manage and view time logs
1. Go to Purchase Order Management: After logging in to your Invoicera account click on Purchase Order on the billing tab. 2. Purchase Order Management Section a. Add a new purchase order b. Click on an existing purchase order to know its status c...
1. Go to the Invoice Report Section: Login to your Invoicera account and on the reports tab, select Invoice report. 2. Fill in the Details: In the invoice reports section, fill in the desired options * Choose from invoice due date or paid * Cho...
1. Go to the Purchase Order Reports Section: Log in to your invoicera account and go the the purchase order management section 2. Choose whether to view Purchase Order sent or received reports * Choose the date range * Select the clients/vend...
1. Go To The Tax Report Management Section - Log in to your invoicera account and on the reports tab select the tax option. 2. View Detailed Tax Reports * Choose the date range for the Invoice report * Select from total billed or total collecte...
Thank you for using Invoicera. Your trust and faith in Invoicera has let us take a new step forward each time. We would like to announce that we are sincerely trying to extend our relationship of working together in an environment that makes Invoicera...
To Export your Invoices, Client information, estimate information. Please follow these instructions: STEP 1: Once you login, Please click on Settings STEP 2: Then click on General Preferences STEP 3: Open Backup tab STEP 4: Here you can select bac...
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