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  • Default product quantity

    Warehouses

    If a product you are selling usually has a greater quantity than 1, you can set its default quantity. In order to do so, go to Products > Edit > See m...

  • Add attachments to products

    Warehouses

    The Add Attachments button located at the bottom of the product card editing page, next to the Save button, aims to facilitate the addition of (for ex...

  • Issuing recurring invoices only on work days

    Invoice settings

    InvoiceOcean enables you to issue recurring invoices only on work days, this will prevent the system from automatically sending an invoice on the week...

  • Multiple companies / departments

    Companies / departments

    In InvoiceOcean, it is possible to create separate companies and departments within a single account. Thanks to this option, you can create documentat...

  • How to restrict client visibility

    Users

    In InvoiceOcean, it is possible to restrict the visibility of the client database for employees with the roles of User and Accountant, while the same ...

  • Additional tax on invoices

    Invoice Customization

    In some countries (e.g. USA or Spain) additional tax is a requirement. Our program allows you to add an extra tax by going to Settings > Account setti...

  • Adding own units to InvoiceOcean

    Customization

    InvoiceOcean deals with hundreds of businesses everyday, should your business require industry specific units or measurements you are able to add them...

  • How to add product code to your invoice?

    Invoice Customization

    If your warehouse products contain unique codes and you want them to be visible on the invoice - you need to enable the Display product code feature. ...

  • Number of decimal places in price and quantity

    Configuration

    Product prices and the number of pieces on documents are displayed as two digits after a decimal point. However, InvoiceOcean gives its Users the poss...

  • Default invoice data

    Invoice settings

    When issuing a new invoice, we often fill in many fields with the same data. For example: payment type, due date, warehouse, etc. In InvoiceOcean ...

  • Block the option to edit, delete and add documents from previous months

    Configuration

    InvoiceOcean provides users with the ability to add, delete, and edit invoices and other documents before a specified date. To set a lock date: ...

  • Issuing prepayment invoice for an estimate

    Invoices and documents

    To issue a prepayment invoice you need to issue an estimate for the total amount first. Preview that estimate and click the Create Prepayment Invoice ...

  • Block invoice edition and deletion after it’s been printed

    Configuration

    If your InvoiceOcean account is managed by multiple users and you would like to block their ability to edit or delete already printed invoices, you ma...

  • "Pay online" button on the invoice

    AutoPayments

    In order to maximize efficiency and simultaneously facilitate payment for your customer, there is an option to include a Pay Online button in the issu...

  • Auto Payments - automatically issued invoices in different languages

    Customization

    If you are using Auto Payments to sell your services to multiple countries (or you wish to have different email templates for certain client groups), ...

  • Own payment system integration

    Integration

    Sometimes after making an invoice payment (e.g., for an invoice), a change in your own system is required (e.g. to check that the client has paid for ...