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  • Additional data in the client card

    Customization

    In the client card, you can include necessary information about your client. From basic data such as address or Tax Identification Number (VAT ID) to ...

  • Customer balance report

    Reports

    In InvoiceOcean, the Customer balance report allows us to calculate the total gross value of invoices, paid amounts, and amounts due, within a selecte...

  • Custom roles - access to departments created within the account

    Users

    The ability to create custom roles in the system allows you to decide on the privileges you want to assign to individual users. You can create a role ...

  • Determing the total gross price

    Invoices and documents

    The options available within the account in InvoiceOcean allow you to customize the appearance of the printout for the created document according to y...

  • Default payment type for a specific client

    Customization

    When issuing documents, you can choose one of the available payment methods during their creation. The system also allows you to select settings direc...

  • FIFO inventory statement

    Reports

    In the Reports List tab, there is an extensive database of reports divided into thematic sections related to various aspects of the system such as sal...

  • Custom roles - access to account settings

    Users

    Custom roles allow you to independently decide which privileges you want to assign to a specific user. You can create a role that will have access to ...

  • The default type of the issued document

    Invoices and documents

    Within the account settings, you can specify default settings for documents. The system allows you to define the default currency, language, and tax r...

  • Financial Status Report of departments (Department balance)

    Reports

    In InvoiceOcean, the Financial Status Report of departments (Department balance) allows us to compile the quantity and value (as well as the amounts ...

  • Custom roles - access to users

    Users

    In the system, you can assign specific roles to email addresses that have been added as users to the account. Additionally, the program allows for the...

  • Payment date on the invoice

    Invoice Customization

    The payment date on the invoice is determined after changing the status of the invoice to ‘Paid.’ When editing the invoice, you can find the payment d...

  • The SWIFT code in the Seller's information

    Invoices and documents

    In the Seller's information on the issued document, basic details such as the name, address, or identification number are visible. In the company's de...

  • Category - what is it and how to use it?

    Customization

    Within the settings of the InvoiceOcean system, you can use the option to add categories. You can assign categories to the clients, products, as well ...

  • Sales count report

    Reports

    In InvoiceOcean, the Sales count reports allow us to calculate the quantity of all accounting invoices (revenue-related) within a specified period, gr...

  • Custom roles - access to price lists

    Users

    From the Professional subscription plan onwards, you can create price lists within your account, allowing for easy customization of individual prices....

  • Custom roles - access to warehouse documents

    Users

    Within the system, you can assign specific roles to email addresses added as users to the account. The program also allows for the creation of custom ...

  • The issue date in the invoice form

    Invoices and documents

    The issue date, alongside the document number, is a fundamental element of a correctly issued invoice. It is assigned by the system automatically, in ...

  • Sending invoices by email

    Invoice Customization

    When sending an invoice from the InvoiceOcean system, you can define the content of the email message to which the document will be attached. The cont...

  • What variables can be used when sending documents via email?

    Customization

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  • The kind of documents issued in the system

    Invoices and documents

    InvoiceOcean allows you to issue various kinds of documents within your account. It’s enough to select the kind of document you want to issue in the a...

  • Default entry in the "Notes on the second page" field

    Invoice Customization

    This feature allows you to place a default entry in the Notes field that will appear on the second page of the document. Additionally, you can set sim...

  • Additional stamp on the invoice

    Customization

    As part of document customization, you can upload your logo or stamp to the system, which will be displayed on the documents. In addition to that, the...

  • Price offer

    Invoices and documents

    A price offer is a non-accounting document that allows you to present an offer to your customer, simultaneously showcasing the product in a graphic fo...

  • How to change VAT for a particular invoice item?

    Invoice Customization

    When adding items to the invoice, you can select any tax rate, including zero VAT rate. To change the tax rate for an item, you need to click on the V...

  • How to change the name of the Buyer field on an invoice

    Invoice Customization

    In the system, it is possible to change the name of the Buyer field on invoices. To do this, go to Settings> Account Settings> Print settings and in ...