Account Settings on InvoiceOnline.com
InvoiceOnline.com makes invoicing easier, whether you're a small business owner or a larger company. You'll find all settings in the business menu: click the name of your business at the top right. The menu has two settings entries, and each covers something different:
Company settings - subscription, general settings and email templates. These apply only to the business you currently have selected.
My account - password change and two-factor authentication. These apply to all your businesses.
Running several businesses?
Company settings are saved separately for each business. Before you change anything, switch to the right business at the top right. Its name is shown in the header of every settings window. To learn how to add and switch businesses, see Multiple Businesses Under One Login.
Subscription
Each business has its own plan. You'll find it in Company settings → Manage subscription, or via the link below your current plan right in the business menu. If you're interested in renewing your plan or switching to another one, you can easily do so right here. We'll offer you options and subscription plans so you can easily choose the one that best fits your needs.
General settings
Open Company settings → General settings. Below the window title you'll see the name of the business whose settings you're changing. Here you'll find:
Invoice Statuses: In this section, you can enable or disable the Invoice statuses feature. Invoices can be categorized into 4 statuses: Draft, Unpaid, Overdue, and Paid. These help you keep track of where each invoice stands.
Hide brand in the invoice footer
On mobile, you'll find the general settings in the slide-out menu, in the same Company settings section.
For more detailed information about invoice statuses and other functions, we recommend checking out our in-depth help articles linked in this section, which will help you make the most of these features.
Email templates
In Company settings → Email templates you'll find preset email templates to support communication with your clients. All templates are fully customizable, so you can tailor them to match your needs and company branding. Available templates include:
Invoice Email Template - ready to quickly send documents via email to your clients.
Reminder Template - if a client hasn't paid on time, you can send them a reminder.
Thank You Template - after a client pays, you can send them a thank you note for the timely payment.
My account: password and two-factor authentication
Account security is key. In My account, you can easily change your password and turn on two-factor authentication. Both apply to all your businesses. We recommend using strong and unique passwords to ensure maximum data protection.
Setting up your account on InvoiceOnline.com is easy and intuitive. These features give you full control and allow you to tailor the system to suit your workflow perfectly. ✨
If you have any questions or need assistance, our support team is available at [email protected].
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