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  • Issuance of income invoices from cost invoices (and vice versa)

    Configuration

    Sometimes there is a need to quickly issue an income invoice and it is often done by copying the data from a cost invoice. This may happen when all pu...

  • Changing the stamp size on the invoice

    Customization

    InvoiceOcean - in addition to the option of setting its own stamp on the invoice (Stamp under the issuer's signature) - gives Users the option to chan...

  • Client search by VAT ID

    Configuration

    In InvoiceOcean, it is possible to search for a client in the client list by their tax identification number. In order to do so: go to the Clients...

  • Stamp under the issuer's signature

    Customization

    InvoiceOcean allows Users to put their own stamp under the signature of the issuer. To do this: go to Settings > Account settings go to Print set...

  • How to get rid of duplicate clients?

    Configuration

    When entering data manually, mistakes or typos in the client’s name may occur and result in the unnecessary creation of another client on the list. T...

  • Export of invoices to CSV

    Customization

    InvoiceOcean allows you to export invoices to a CSV text file. To generate such export of documents: Go to menu Income/Invoice> All. Then, on...

  • Client’s individual bank account

    Configuration

    InvoiceOcean gives Users the possibility to issue invoices with an individual bank account for the Client. As a result, each client can be assigned a...

  • Changing buyer's data when generating an invoice

    Configuration

    When generating an invoice, you have the option to update the buyer's details so that these changes are also made in the Client card. In order to cha...

  • How to update previously entered products using an import file

    Customization

    If you want to update products that are already generated on the invoiceocean.com, without changing them manually, but through the current product imp...

  • Accounting account

    Configuration

    When filling in the client’s data, you can also enter the client’s ID in the accounting program. This is one of the main criteria for finding clients ...

  • Import of invoices

    Customization

    To import invoices to the program from an xls file, go to Settings> Import> Import invoices, check the Income box and click Choose file. ...

  • FIFO product pricing method

    Configuration

    We have improved the handling of warehouse documents by adding support for FIFO queue along with generating a margin report based on it. You can e...

  • Categories – Clients

    Customization

    InvoiceOcean provides users with the option to add Categories of Incomes and Expenses and categories of products (Product Grouping). However, there is...

  • Dual currency invoice with two amounts payable

    Configuration

    To create an invoice template with two amounts (in two currencies) to pay, you need to add a new template and in it: find the following code snippe...

  • Easily add and remove logos directly from the invoice

    Configuration

    Besides adding a logo directly from the invoice, you can also edit/remove it. Open the edit panel of the selected document (or create a new one) and ...

  • Custom roles - access to webhooks

    Users

    Custom roles for users have a predefined scope of options to which they grant access. By creating a custom role, you can decide which options and data...

  • Searching for unsent invoices

    Configuration

    In InvoiceOcean you can search for unsent invoices. To do this: go to the invoice list in the search field on the left-hand side in the field Sta...

  • Multiple sub-accounts with different bank account numbers

    Customization

    If you want to issue an invoice with a separate account number for each of your Clients, you should enter separate departments on Invoiceocean.com. L...

  • Product grouping

    Warehouses

    Adding products to the appropriate category is done as follows: Start by creating the relevant category by going to Settings> Categories of income/ex...

  • Issuing an invoice duplicate

    Invoices and documents

    The invoice duplicate is a document that serves as a copy of the original VAT invoice. Its purpose is to reconstruct information about the transaction...

  • Own expense types

    Configuration

    You can add custom expense types. In order to do this, go to Settings> Configuration> Expenses: ...

  • E-mail layout

    Customization

    A contractor receiving correspondence with an invoice with the “E-mail layout” option enabled, when opening the correspondence, sees a window with the...

  • Placing multiple logos on invoices interchangeably

    Configuration

    Under Settings> Company / department, you can create a new department to which you can add a separate logo. Once the logo is added, the department lo...

  • Adding a bank account number

    Customization

    To add an account number that will be displayed on the invoice, log in to your account and go to Settings > Company / department > Edit (your departme...

  • How to check when the due date of an invoice expires

    Configuration

    To check the due date of invoices, click on the Export/Reports button in the right-hand bar of the invoice list. Then select Download list of invoices...