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  • 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 · March 03, 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...