Want to Start Invoicing as soon as possible? Not sure where to find everything in your account? This guide walks you through the basic account setup on InvoiceOnline.com and gives you an overview of the key sections. You’ll be ready to go in just a few minutes, so you can focus on running your business.
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 - a quick overview of issued invoices and expenses
Invoices - a section for creating, editing, and managing invoices
Contacts - a list of your customers and their details
Reports - invoice summaries by date and client
Expenses - a log of your business expenses
My Account - here you can manage your subscription, password change, state of invoices, templates, and numbering sequences
Filling out a new form
To issue invoices 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:
Choose an invoice type. You can select from several options, such as a standard invoice with/without sales tax, an advance invoice, a proforma invoice, a VAT credit note or a credit memo
Fill in the general invoice details, style, your information, customer data, and invoice items
You can download the invoice and send it directly to your client by email
Save time while creating invoices
Whether you create one invoice a month or dozens per week, you'll appreciate the time-saving benefits of using preset e-mail templates and automatic numbering sequences for identifying each invoice.
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]
