Are you just getting started with InvoiceOnline.com and want to feel confident from the beginning? We've prepared 4 tips to make working with invoices easier for you. You'll learn how to edit incorrect invoices, where to find each invoice's history, and how to keep track of all changes in one place.
1. Made a mistake on your invoice? No worries, you can edit it.
Did you enter the wrong date, amount, or customer name? It happens. Every invoice created on InvoiceOnline.com can be edited as long as it hasn’t been sent or recorded yet. Just go to the Issued Invoices list, click on the invoice, and select Edit. After making your changes, don’t forget to save the invoice again, and if needed, resend it to the customer.
2. Complete overview for every invoice
In the Issued Invoices list, simply click on the invoice number to view its detailed preview. On the right-hand side, you'll see the invoice timeline, which shows:
when it was issued,
when and to whom it was sent,
whether it was delivered by email,
and even whether the recipient opened it.
This gives you a clear view of whether the invoice actually reached the customer. No need to follow up manually or dig through emails. ✅
3. Your action history in one place
Want to check when the invoice was issued, who it was sent to, or what was edited? After logging in, you’ll find an Events section on the app’s home page. The history is a handy tool to verify actions, especially if you're unsure whether an invoice was sent correctly.
Before you start issuing invoices regularly, take a moment to explore the app. Click on My Account, go through each section, and try issuing a test invoice. These first steps take just a few minutes but will save you hours down the line.
4. Send invoices via e-mail directly from the app
Each invoice can be sent directly to your customer via e-mail right from the application. After filling in the form, simply click Issue and Send, and that’s it. The customer will receive a PDF invoice, and you’ll be able to see in the history whether it was delivered and opened.
Predefined e-mail templates
To streamline communication, we offer ready-made templates that you can customize as needed. You’ll find templates for sending invoices, reminders, or thank-you messages.
📩 If you need help using InvoiceOnline.com, don’t hesitate to contact us at [email protected].