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Invoices and documents
Inbox is the inbox on your InvoiceOcean account, where you can conveniently send expense documents. Each account owner can create a unique email addre...
Invoice Customization
Our system gives you the option to send documents by email with predefined content. Sometimes, users prefer to define the content of the message thems...
Invoice Customization
When creating a foreign currency invoice, you can decide which exchange rate the system will use to calculate the invoice value. You can choose betwee...
Invoices and documents
A Test option has been added to InvoiceOcean, allowing you to create 'test' invoicing documents and/or payments. You can use this Test option at any ...
Users
Creating a custom role allows you to assign privileges to the account according to the scope of duties of a particular user. In addition to basic priv...
Invoices and documents
An invoice is a confirmation of the transaction between the Seller of goods or services and their Buyer. Buyer's data are a fundamental element of a p...
Invoices and documents
When creating a cycle, you have the option to add comments to it. You can use this space to add notes regarding the cycle, the goods being sold, or an...
Users
Thanks to custom roles, you have full control over user privileges, adjusting them to their individual needs and thus ensuring the security of data on...
Invoices and documents
For invoices created by the cycle, you have the ability to configure settings such as intervals for issued invoices, automatic sending to the customer...
Users
Adding other users to the account, you can assign them system roles or create your own. Adding a custom role and assigning it to a selected email addr...
Invoices and documents
If you prefer a personalized way of numbering invoices issued from the cycle, you can choose a designated numbering format during its creation. Simply...
Users
The ability to configure system options allows you to tailor your account to your needs and the profile of your business. You can share access to your...
Invoices and documents
Invoices issued from the cycle are generated by default with the status 'issued'. The system also allows you to choose a setting where issued document...
Users
The system allows to assign custom roles to users. A custom role provides the ability to configure access to selected options according to your prefer...
Invoices and documents
Recurring invoices are automatically issued according to the settings of the created cycle. The system provides the option to send email notifications...
Users
Custom user roles allow for flexible modification of access to various features within the account. A user can gain access to the tab enabling the gen...
Customization
Price lists allow you to establish individual sales prices for a customer or group of customers who meet specific conditions, such as having a loyalty...
Users
Creating a custom role allows you to specify which documents or privileges the selected user will have access to. During the configuration of a new ro...
Invoices and documents
The calculating strategy for created documents is taken from the account settings. However, there is an option to set a different calculating strategy...
Users
InvoiceOcean offers the possibility of using additional applications, such as bank imports, accounting exports, or e-commerce integrations. Access to ...
Invoices and documents
When issuing the document, you can use additional fields that you can add to the invoice. For example, the discount column or the field with additiona...
Users
Thanks to custom roles, you can precisely control user privileges, tailoring them to their individual needs and ensuring the security of your account....
Invoices and documents
The system allows settling transactions based on received prepayments. If you are using the reports offered by InvoiceOcean, the best course of action...
Users
Thanks to custom roles, you can precisely control user privileges, tailoring them to individual needs and ensuring the security of your account. One o...
Invoices and documents
The account settings allow you to change the number of decimal places in prices and quantities of the product. In addition to the number of decimal pl...