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 documents created on InvoiceOnline.com can be edited as long as it hasn’t been sent or recorded yet. Just go to the Documents list, click on the document, and select Edit. After making your changes, don’t forget to save the document again, and if needed, resend it to the customer.
2. Complete overview for every document
In the Documents list, simply click on the document number to view its detailed preview. On the right-hand side, you'll see the 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 document actually reached the customer. No need to follow up manually or dig through emails. ✅
Before you start issuing documents regularly, take a moment to explore the app. Click on My Account, go through each section, and try issuing a test document. These first steps take just a few minutes but will save you hours down the line.
3. Send documents via e-mail directly from the app
Each document 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 document, 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 documents, reminders, or thank-you messages.
📩 If you need help using InvoiceOnline.com, don’t hesitate to contact us at [email protected].
