Online Invoicing - e-invoice

>>User Settings

Profile Setup

Business Information - set your company information.
Financial Information - accounting, currency, bank & tax information.
Account Settings - login & password
Print Settings - customize and organize your invoice header information using the desired format.

>>Customer Setup

Find Customer

Add Customer

>>Messaging

Ticket System

Customer e-mailer

Automatically collects all your customer email address into the TO recipient line.
Manually remove or add additional email addresses.
Set text direction (for right-to-left languages).
Send announcement to all customers in one click.

Line-Item Catalog

Create Invoice

Select customer using the find customer page.
Quick invoice navigation by invoice number.
Toggle customer information between quick and detailed view.
Invoice numbering is auto-generated by the system.
All currency rates are automatically obtained via a global web-service.
Currency rate is automatically computed.
Dynamic row adding to the invoice (item ID, description, price).
Quick access to predefined item-list.
Tax rate automatically determined by user setup.
Pay date automatically determined by customer setup.
Original document may only be printed once (to maintain integrity required by law in some countries).
Invoice may be printed physically or sent to customer via email.

Create Receipt

Select customer using the find customer page.
Quick receipt navigation by receipt number.
Toggle customer information between quick and detailed view.
Receipt numbering is auto-generated by the system.
Select invoice to associate with receipt.
Select method of payment (cash, checks, credit-card or bank transfer).
Original document may only be printed once (to maintain integrity required by law in some countries).
Invoice may be printed physically or sent to customer via email.

Create Invoice (Credit)

Select customer using the find customer page.
Quick invoice navigation by invoice number.
Toggle customer information between quick and detailed view.
Invoice numbering is auto-generated by the system.
Select invoice to associate with credit.
Original document may only be printed once (to maintain integrity required by law in some countries).
Invoice may be printed physically or sent to customer via email.

Create Invoice/Receipt Combination

Select customer using the find customer page.
Quick invoice navigation by invoice number.
Toggle customer information between quick and detailed view.
Invoice numbering is auto-generated by the system.
All currency rates are automatically obtained via a global web-service.
Currency rate is automatically computed.
Dynamic row adding to the invoice (item ID, description, price).
Quick access to predefined item-list.
Tax rate automatically determined by user setup.
Pay date automatically determined by customer setup.
Select invoice to associate with receipt.
Select method of payment (cash, checks, credit-card or bank transfer).
Original document may only be printed once (to maintain integrity required by law in some countries).
Invoice may be printed physically or sent to customer via email.

Create Invoice/Receipt Combination (w/o customer setup)

Create generic invoice/receipts for various customers without the need for tracking and reporting.

>>Reports

Invoice Report

Receipt Report

Invoice (Credit) Report

Invoice/Receipt Combination Report

Customer Report

View invoice and receipt list per specific customer (or all) within a specified date range.
Click a document number to view the document.
Report includes: create date, document#, subject, debit, credit, balance.
Report summary.
Print preview & print.

Unpaid Invoices Report

View unpaid invoice list per specific customer (or all) within a specified date range.
Click a document number to view the document.
Report includes: invoice#, create date, payable, balance, status.
Report summary.
Print preview & print.

Unbalanced Records