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Invoice settings
If you want to send email correspondence in a BCC go to Settings> Account settings> Invoice sending and fill in the BCC box. ...
Import and export
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...
Configuration
InvoiceOcean offers the ability to set the main currency for documents. After changing the currency, newly issued documents will have it set by defaul...
Import and export
When importing invoices to the InvoiceOcean system, the program does not import full Seller data as the import file contains only the Seller’s name. I...
Invoice settings
To print multiple invoices, go to Income> All (or select a group of documents you want), select chosen documents via checkboxes and then click Print> ...
Customization
If you want to enlarge the text size in the ‘Total due’ section, you have to use the CSS code below. Remember that this option is available only in ...
Warehouses
If you use the warehouse management module within your account, you have the ability to influence the purchase and sale prices of goods through wareho...
Configuration
Hello, We are very excited that you are starting your adventure with electronic invoicing. In this article, we want to introduce you to the simplest ...
Import and export
To import invoices on the expenditure side: Go to Settings > Import. Click on the Import invoices button. Check the Expenses checkbox. Click on ...
Invoice settings
We have added the ability to download invoice in XML or JSON format. This way, the client to whom you send an invoice can easily import it into their ...
Warehouses
While using the warehouse module, you can decide how your product prices will be updated. You can choose the option of manually updating purchase pric...
Invoice settings
To each invoice (and other document) you can attach attachments, which by default are visible only to the user of the system. We have added the optio...
Warehouses
The sale of services in our program is done as follows: First, create a product/service in the system by clicking on the Warehouse/Products > Product...
Warehouses
When creating a Release of goods (RG) document, you have the option to manually enter purchase prices for products. On the warehouse document creation...
Invoice settings
To send the issued invoice by e-mail directly from the system to a client, you need to click on the Send button in the invoice preview screen (you nee...
Configuration
In the InvoiceOcean system, payments for invoices can be controlled in several ways: by controlling document statuses, In the program you can...
Reports
In the system, you can create a Cost inventory report. This type of inventory shows us the quantity of a product that we currently have in stock, brok...
Invoice settings
The status of the document issued in InvoiceOcean informs the User about the status of a given transaction at the moment. We distinguish the followin...
Configuration
After logging into the account in the system, the User sees the main screen with buttons for issuing documents. The main screen also shows sales stati...
Customization
InvoiceOcean allows you to search for specific warehouse documents in many ways. One of those ways is to search through the ‘Enter keyword or number’ ...
Warehouses
In InvoiceOcean you can issue an “Stocktaking” document, which automatically counts the current warehouse quantity. It also allows you to adjust the w...
Configuration
In the system, using the CSS code, you can change the color of the main table header to green, for example. In order to change to it, go to the Settin...
Invoices and documents
The proforma invoice is a document that is not a financial accounting record. It is issued to the Client for the purpose of providing information abou...
Warehouses
The default price on RG warehouse documents in our system has been the purchase price for some time now. A sample warehouse document looks as follows:...
Configuration
InvoiceOcean allows you to send e-mails with invoices through your own mailbox, connecting to the SMTP server. To set up your own SMTP mailbox, go to ...