How to set up your account

Basic orientation: What does the app consist of?

After logging into InvoiceOnline.com, you will be taken to the main interface, where you'll find the top navigation bar with the following sections:

• Dashboard - an overview of your business at a glance: recent documents, what's been paid and what's still outstanding, and quick access to create a new invoice

• Documents - a section for creating, editing, and managing documents

• Contacts - a list of your customers and their details

• Exports - here you can download your invoices and contacts in bulk as PDF or XLSX files, whether for your own records, for your accountant, or for importing into accounting software.

• My Account - here you can manage your subscription, password change, state of documents or templates.

Filling out a new form

To issue documents correctly, it’s important to select the right form type and fill in the details properly. You can find a detailed step-by-step guide in the article How to create your first invoice, but here’s a quick summary:

1. Choose a document type. You can select from several options, such as a standard invoice with/without sales tax, a receipt, an advance invoice, a proforma invoice, a VAT credit note or a credit memo

2. Fill in the general document details, your information, customer data, and invoice items

3. You can download the invoice and send it directly to your client by email

For more information and detailed instructions about your account and settings, check out the article Account Settings on InvoiceOnline.com ✨

📩 If you have any questions, feel free to contact our support team via [email protected]