Configuration · March 03, 2026
In InvoiceOcean you have to possibility to categorize income and expenses. To begin with, it is necessary to add your own categories. To do this: g...
Invoice settings · March 03, 2026
To view (and also e.g. print) invoices from a certain time range, you have to select more in the Period field in the left bar of the invoice list prev...
Configuration · March 03, 2026
When the AutoPayments are paid, the data of the invoice is automatically downloaded from several sources: currency and amount collected from the pai...
Invoice settings · March 03, 2026
InvoiceOcean allows you to freely modify the number of fields visible on the document printout. For example, you can easily permanently add gross unit...
Warehouses · March 16, 2026
In InvoiceOcean, it is possible to create product tags and to use tags in appropriate filters in the product list. The tag is created when adding or e...
Invoice settings · March 03, 2026
There is a feature in our system that speeds up the creation of a document with multiple items. To add another product or service, use the keyboard it...
Configuration · March 03, 2026
In Settings> Account settings> Your account you can choose the main currency of the account, according to which all the amounts entered into the syste...
Invoice settings · March 03, 2026
To delete an invoice, in the invoice list, next to the invoice you want to delete, click on the button with a cogwheel icon on the right and press Del...
Configuration · March 03, 2026
Note: due to the complexity of the screenshots added in this guide, we recommend opening them in the new tab (please right-click on each graphic and s...
Invoice settings · March 16, 2026
The system allows to send automatic reminders for unpaid invoices when their payment deadline expires. Within the account settings, you can choose whe...
Configuration · March 03, 2026
By saving the documents generated in InvoiceOcean in pdf format, you obtain a file with a name that will contain: - the type of document issued - the ...
Invoice settings · March 03, 2026
On the invoice list in the Income/Invoice tab, you have the possibility to use a filter panel that helps with grouping the documents. One of the most ...
Configuration · March 16, 2026
A correction note allows to correct data on a cost invoice previously received from a contractor and entered into the system. This document rectifies ...
Invoice settings · March 03, 2026
InvoiceOcean offers the possibility to define the type of payment when generating an invoice. If you want to define such a payment, select the appropr...
Configuration · March 03, 2026
It often happens that data that is not numerical value affecting the amount of the transactions must be corrected. This may be, for example, incorre...
Invoice settings · March 03, 2026
In InvoiceOcean you can choose different ways to calculate amounts of items on an invoice and the summary of invoice values. The calculation paramete...
AutoPayments · March 16, 2026
If you want to create a product in the system intended for online sales, go to Warehouse/Products > Add new product. If you have previously enabled A...
Import and export · March 16, 2026
Do you want to efficiently import invoices, clients, or products into InvoiceOcean but are unsure which variables are supported by the system? We have...
Invoice settings · March 03, 2026
In InvoiceOcean, you can choose from several ways to calculate the discount: from unit price percentage from unit gross price (in accordance with c...
Configuration · March 03, 2026
With products that have the Online sales tab configured, you can easily search for these in the product list. In the sorting and filtering panel on th...
Import and export · March 16, 2026
To import data into InvoiceOcean, go to the Clients (or Products) menu, and in the upper right corner, you will find the settings button (the gear sym...
Invoice settings · March 03, 2026
Methods of conversion of amounts on invoices used by software designed for this purpose vary. This creates a lot of controversy between the parties t...
Configuration · March 16, 2026
InvoiceOcean offers the possibility to adapt the appearance of the list of income invoices in order to show the Margin obtained from a given invoice. ...
Invoice settings · March 03, 2026
Users of InvoiceOcean using invoices on the expenses side often have questions about numbering of these documents. The questions concern, for example...
Configuration · March 03, 2026
The invoice correction is created with Credit Note. Credit Note is an accounting document, which is issued by a seller in strictly defined situations...