Online Invoicing
Invoices and Receipts
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Specifications

>>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

  • Search for a customer by company or company code.
  • View customer list (email, phone and fax is conveniently located).

Add Customer

  • Add a customer to your billing database.

 >>Messaging

Ticket System

  • View list of open tickets.
  • Auto-arrange tickets by desired priority.
  • Open a new ticket.
  • Update ticket status.
  • Email template to customer with ticket information attached.
  • Remove ticket from ticket list.

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

  • Build your quick stock list using item ID, description and price information.
  • Search your list using item ID or description.
>>Invoices & Receipts

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

  • View invoice list within a specified date range.
  • Click an invoice number to view the invoice.
  • Report includes: customer, invoice#, create date, payable, balance, status.
  • Report summary.
  • Mark multiple invoices and send to customers via email.
  • Print preview & print.

Receipt Report

  • View receipt list within a specified date range.
  • Click a receipt number to view the receipt.
  • Report includes: customer, receipt#, subject, create date, total.
  • Report summary.
  • Mark multiple receipts and send to customers via email.
  • Print preview & print.

Invoice (Credit) Report

  • View invoice list within a specified date range.
  • Click an invoice number to view the invoice.
  • Report includes: customer, invoice#, create date, total.
  • Report summary.
  • Mark multiple invoices and send to customers via email.
  • Print preview & print.

Invoice/Receipt Combination Report

  • View invoice list within a specified date range.
  • Click an invoice number to view the invoice.
  • Report includes: customer, invoice#, create date, total.
  • Report summary.
  • Mark multiple invoices and send to customers via email.
  • Print preview & print.

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

  • View unbalanced invoices or receipts within a specified date range.
  • Click a document number to view the document.
  • Report includes: due date, document#, customer, create date, subject, total.
  • Report summary.
  • Mark multiple invoices and send to customers via email.
  • Print preview & print.