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  • How to select a warehouse during invoice creation

    Invoices and documents · March 03, 2026

    You can choose from which warehouse the system should retrieve the goods being sold. You can assign only one warehouse to a document. In this article,...

  • Accounting account (sales) in the product card

    Warehouses · March 03, 2026

    In the product card, you can add additional information regarding the product. There is an option to specify the type of product or supplier code to i...

  • Why does the previous invoice template still appear after changing the template?

    Invoice settings · March 03, 2026

    The change of the invoice template made in the Settings > Company/department > Edit > Default invoice template remains superior to those settings made...

  • Additional buyer description

    Invoice settings · March 03, 2026

    InvoiceOcean allows you to modify the number of visible fields on a printed document. If you want to add an additional description/note to your buyer/...

  • Changing the company name

    Companies / departments · March 03, 2026

    InvoiceOcean understands that rebranding is a possibility, and in order to continue using our software a name change might be necessary. As such we al...

  • Additional notes on invoices (printed at the bottom of the page)

    Invoices and documents · March 05, 2026

    Within the system, you can add additional notes that will be printed at the bottom of the issued document. In the account settings, you can set a defa...

  • How to customize the column display on the invoice list

    Customization · March 03, 2026

    You can customize the column display on the list of invoices. In order to do so, go to Income, press the settings button at the top-right corner of th...

  • How to assign a default tax to a client?

    Customization · March 16, 2026

    In InvoiceOcean, there is an option to assign a tax to a specific client. Thanks to this feature, we can easily assign the appropriate VAT rates to co...

  • How to issue invoices and manage documents directly from the customer profile

    Invoices and documents · March 03, 2026

    InvoiceOcean lets you issue invoices and manage documents directly from the customer profile. Just open the Clients tab and select the client you wan...

  • Product warehouse actions (filtering)

    Warehouses · March 03, 2026

    Each product in the system that undergoes warehouse movements, within a given period, has a list of warehouse actions that have been performed on that...

  • Timezone

    Customization · March 03, 2026

    InvoiceOcean is an international website with clients across the world. As such it might be crucial for you to adjust the timezone to your location. ...

  • OSS invoices

    Invoices and documents · March 03, 2026

    After activating the OSS invoices option, the system will automatically download the VAT rate of your contractor´s country. You can activate the feat...

  • Available documents

    Invoices and documents · March 03, 2026

    With our program you can issue the following documents: Invoice, Proforma Invoice, Prepayment and Final Invoice, Foreign invoice, Correction not...

  • Changing the method of calculating values in invoice position

    Configuration · March 16, 2026

    InvoiceOcean allows you to change the method for calculating values on your invoice. In order to change it, navigate to: Settings > Account Settings ...

  • Default values in generated reports - net or gross amount

    Reports · March 03, 2026

    InvoiceOcean gives users the option to determine whether they want to display turnovers in net or gross amounts in generated reports (Reports tab > Ch...

  • New role - what privileges can you grant?

    Users · March 03, 2026

    When adding new users to the account, you have the option to assign them one of the system roles. The available roles in the system are Administrator,...

  • Customer bases migration between different accounts

    Import and export · March 03, 2026

    It often happens that InvoiceOcean users have several accounts in our service with different customer bases in each of the available sub-accounts. Suc...

  • Recurring Invoice - Based on an Invoice

    Invoices and documents · March 03, 2026

    The ability to automatically issue recurrent invoices is available from the Professional plan onwards. This feature enables the automation of issuing ...

  • Client search criteria

    Search and sort · April 16, 2026

    If you want to find a specific client, InvoiceOcean allows you to search through your clients. To do so, click on the Clients button, then use the Sea...

  • How to customize the column display on the customers list

    Customization · March 03, 2026

    You can customize the column display on the list of clients. In order to do so, go to Clients, press the settings button at the top-right corner of th...

  • Default account

    Customization · March 03, 2026

    If you have multiple accounts associated with the same email address you can pick a default account. Navigate to: My Account > Edit Profile > Default...

  • Product code search filter

    Search and sort · March 03, 2026

    You can search your invoices using a new search criteria: product code. Firstly, add a new product or edit existing ones (Products > Add new product/E...

  • Select multiple items for import

    Import and export · March 03, 2026

    This feature certainly makes it easier for all of our users to import their data. Whether you import bank payments, customers or a list of invoices fr...

  • How to use keyboard to spead up the invoicing process

    Invoice settings · March 03, 2026

    We´ve implemented this function to speed up the invoicing process. Now you are able to add new product with no need to use a mouse - do it directly fr...

  • MOSS invoices search filter

    Search and sort · March 03, 2026

    You can search your invoices using a new search criteria: MOSS invoices. Firstly, activate the MOSS invoices option. In order to do so, go to Settings...