[InvoiceOcean — Support](https://help.invoiceocean.com.md) # Configuration Get help with general configuration - [Block invoice status change](https://help.invoiceocean.com/189808778-block-invoice-status-change.md) — Do you want to avoid unwanted changes to invoice statuses? With the right settings, you can easily restrict access to document modifications and bette... - [Account ID number in InvoiceOcean](https://help.invoiceocean.com/172492920-account-id-number-in-invoiceocean.md) — In order to find the associated account in InvoiceOcean during email inquiries or phone calls, we display your account ID number in the account settin... - [The receipt number on the invoice](https://help.invoiceocean.com/154179623-the-receipt-number-on-the-invoice.md) — InvoiceOcean allows for the automatic addition of the receipt number on the invoice based on which it was created. To enable the functionality mentio... - [Correction of data on the invoice](https://help.invoiceocean.com/153346018-correction-of-data-on-the-invoice.md) — Often, it is necessary to correct non-numeric data that influences the transaction amount, such as incorrect customer details like address or tax iden... - [How to create an Invoice from a Receipt](https://help.invoiceocean.com/153317291-how-to-create-an-invoice-from-a-receipt.md) — An invoice can be issued in two cases: When a private individual who made a purchase requests an invoice within 3 months, counting from the end of t... - [Receipts](https://help.invoiceocean.com/153315075-receipts.md) — A receipt is an official document confirming a sales transaction and is issued by sellers. To generate a receipt, you need to have a cash register or ... - [Client Panel - Show only sent documents](https://help.invoiceocean.com/153257242-client-panel-show-only-sent-documents.md) — From the Professional plan, you can activate the Guest client panel option on your account. With this feature, your clients have access to a special p... - [Limiting warehouse visibility](https://help.invoiceocean.com/153205894-limiting-warehouse-visibility.md) — In InvoiceOcean, there is a possibility to limit access to warehouses for specific users of the system and provide them visibility to only one or seve... - [Configuration of email delivery through your own server - SSL](https://help.invoiceocean.com/152368935-configuration-of-email-delivery-through-your-own-server-ssl.md) — InvoiceOcean provides the option to send created documents directly from the system. In the Invoice Sending tab, you can configure the method of sendi... - [Display numbers - Add zeros before numbers](https://help.invoiceocean.com/152039057-display-numbers-add-zeros-before-numbers.md) — Our invoicing software allows you to customize account settings to best suit your business needs. You can personalize the document numbering format, a... - [Restriction of visibility of the sales statistics on the main page for users.](https://help.invoiceocean.com/151441655-restriction-of-visibility-of-the-sales-statistics-on-the-main-page-for-users.md) — After logging into the InvoiceOcean account, the user sees the main screen displaying active buttons for issuing documents. On the main screen, sales ... - [Downloading data to your own drive; available formats](https://help.invoiceocean.com/103705831-downloading-data-to-your-own-drive-available-formats.md) — You can export particular invoices from the invoice preview to JSON, XML and PDF formats: You can also export invoices from the invoice list to the f... - [Transaction date on warehouse documents](https://help.invoiceocean.com/102741395-transaction-date-on-warehouse-documents.md) — When you automatically create a warehouse document for an income or expense invoice, the sale date on the document format coincides with the invoice s... - [Sorting on the list of supported companies (Software for accounting offices)](https://help.invoiceocean.com/102733615-sorting-on-the-list-of-supported-companies-software-for-accounting-offices.md) — We have added in the system the possibility to sort the list of companies in the Supported companies tab, which is visible when our Users have purchas... - [Account blocked despite paid subscription](https://help.invoiceocean.com/102562257-account-blocked-despite-paid-subscription.md) — It may happen that if you have paid for the subscription plan in InvoiceOcean and you are logged in to your account, when browsing the price list, you... - [How to put a shortcut to InvoiceOcean on your desktop](https://help.invoiceocean.com/102554378-how-to-put-a-shortcut-to-invoiceocean-on-your-desktop.md) — In order to place the InvoiceOcean icon (shortcut) on your desktop, grab the "favicon" next to the address bar and drag it to your desktop: See more ... - [Problems with issuing a third invoice (Free account)](https://help.invoiceocean.com/102554007-problems-with-issuing-a-third-invoice-free-account.md) — Sometimes clients indicate that they have issued less than 3 documents, and yet the system displays a block for issuing subsequent invoices. See how y... - [Blockade of the Free account (3-document limit)](https://help.invoiceocean.com/102553102-blockade-of-the-free-account-3-document-limit.md) — When using a free account in the Free subscription plan, after the third invoice is issued, the program displays a message on a yellow background rega... - [Document type of the newly created template](https://help.invoiceocean.com/102547981-document-type-of-the-newly-created-template.md) — In the system, you can add a new document template and specify for which type of document this template is created. You can choose: VAT invoice Cas... - [Multiple payments to one invoice](https://help.invoiceocean.com/102544950-multiple-payments-to-one-invoice.md) — To add multiple payments to a single invoice, follow these steps: select Payments from the bar at the top select the New payment tab Enter the a... - [Checking product availability in warehouses](https://help.invoiceocean.com/102534710-checking-product-availability-in-warehouses.md) — By going to the Warehouse> Products tab, you can quickly check the availability of products in warehouses, according to specific filters visible on th... - [Link to invoice payment to the amount of](https://help.invoiceocean.com/102533101-link-to-invoice-payment-to-the-amount-of.md) — Entering the appropriate amount under Settings> Online payments> Settings> Link to invoice payment to the amount of, will place the Pay Online button ... - [New/old format when generating warehouse documents](https://help.invoiceocean.com/101811572-new-old-format-when-generating-warehouse-documents.md) — We have made available an option in the system to change the format of the issued warehouse document; the older view we offered looked as follows: In... - [Edition of client’s data directly from the generated invoice](https://help.invoiceocean.com/101804339-edition-of-client-s-data-directly-from-the-generated-invoice.md) — We have created in the system the possibility to quickly move between the generated invoice and the tab containing the data of the client for whom the... - [Login types - default login and Multipass SSO (Single Sign-On) login](https://help.invoiceocean.com/101735663-login-types-default-login-and-multipass-sso-single-sign-on-login.md) — InvoiceOcean, in addition to manually creating user accounts, also offers 'inward' synchronization with other services through the widely used Multipa... - [Entering the reverse charge invoice to expenses](https://help.invoiceocean.com/101733915-entering-the-reverse-charge-invoice-to-expenses.md) — In the InvoiceOcean system, you can correctly account for expense invoices subject to the reverse charge mechanism (such as intra-Community acquisitio... - [Default first name and last name of the invoice recipient on the client's card](https://help.invoiceocean.com/101732102-default-first-name-and-last-name-of-the-invoice-recipient-on-the-client-s-card.md) — InvoiceOcean gives Users the possibility to add (permanently) a default recipient who accepts their clients’ invoices. To do so: go to the Clients ... - [Partnership](https://help.invoiceocean.com/101729265-partnership.md) — InvoiceOcean offers its users four advantageous options of partnership: Recommend InvoiceOcean If you are our client and you recommend the softwar... - [Helpdesk verification code](https://help.invoiceocean.com/100823821-helpdesk-verification-code.md) — There are users of InvoiceOcean who sometimes want to make changes to their accounts which require the Operator's intervention. Such changes include, ... - [EAN code on warehouse documents](https://help.invoiceocean.com/100823102-ean-code-on-warehouse-documents.md) — In the system in the warehouse document preview you can place EAN codes next to the products. (The barcode must be entered correctly in the product ca... - [Currency conversion of purchase prices on RG warehouse documents](https://help.invoiceocean.com/100734406-currency-conversion-of-purchase-prices-on-rg-warehouse-documents.md) — Users who purchase goods in multiple currencies but sell them in one fixed currency have the ability to convert purchase prices on Release of goods wa... - [SWIFT code for bank account](https://help.invoiceocean.com/100391310-swift-code-for-bank-account.md) — The SWIFT code can be entered before the bank account number in the account edition in Settings> Company / department - [Editing profile and changing password](https://help.invoiceocean.com/99610044-editing-profile-and-changing-password.md) — To change your password, email address or login that allows you to log into InvoiceOcean: go to the tab with your login name located next to the Set... - [How to display the Purchase Order number so that it is visible on print and PDF documents](https://help.invoiceocean.com/99609789-how-to-display-the-purchase-order-number-so-that-it-is-visible-on-print-and-pdf-documents.md) — While creating documents in the system, you have the ability to freely modify the data that will be visible on them. Within the available options, the... - [Multiple Pre-invoices for one Estimate](https://help.invoiceocean.com/99608356-multiple-pre-invoices-for-one-estimate.md) — One way to pay for a transaction is through installments. In order to invoice several payments to one transaction in InvoiceOcean, it is necessary to ... - [Faster issuance of invoices for the same Client](https://help.invoiceocean.com/99607414-faster-issuance-of-invoices-for-the-same-client.md) — InvoiceOcean makes it possible to quickly issue an invoice for the same Client from a previously issued invoice. In order to issue such an invoice: ... - [Autopayment widget - transfer of custom parameters (order number or personal data)](https://help.invoiceocean.com/99276259-autopayment-widget-transfer-of-custom-parameters-order-number-or-personal-data.md) — When inserting an AutoPayment widget, you can pass your own data to it. You can, for example, insert the data of the user who makes the payment so tha... - [Issuance of income invoices from cost invoices (and vice versa)](https://help.invoiceocean.com/99276100-issuance-of-income-invoices-from-cost-invoices-and-vice-versa.md) — Sometimes there is a need to quickly issue an income invoice and it is often done by copying the data from a cost invoice. This may happen when all pu... - [Client search by VAT ID](https://help.invoiceocean.com/99275642-client-search-by-vat-id.md) — In InvoiceOcean, it is possible to search for a client in the client list by their tax identification number. In order to do so: go to the Clients ... - [How to get rid of duplicate clients?](https://help.invoiceocean.com/99275457-how-to-get-rid-of-duplicate-clients.md) — When entering data manually, mistakes or typos in the client’s name may occur and result in the unnecessary creation of another client on the list. T... - [Client’s individual bank account](https://help.invoiceocean.com/99275040-client-s-individual-bank-account.md) — InvoiceOcean gives Users the possibility to issue invoices with an individual bank account for the Client. As a result, each client can be assigned a... - [Changing buyer's data when generating an invoice](https://help.invoiceocean.com/99274872-changing-buyer-s-data-when-generating-an-invoice.md) — When generating an invoice, you have the option to update the buyer's details so that these changes are also made in the Client card. In order to cha... - [Accounting account](https://help.invoiceocean.com/99274202-accounting-account.md) — When filling in the client’s data, you can also enter the client’s ID in the accounting program. This is one of the main criteria for finding clients ... - [FIFO product pricing method](https://help.invoiceocean.com/99273992-fifo-product-pricing-method.md) — We have improved the handling of warehouse documents by adding support for FIFO queue along with generating a margin report based on it. You can enab... - [Dual currency invoice with two amounts payable](https://help.invoiceocean.com/98942774-dual-currency-invoice-with-two-amounts-payable.md) — To create an invoice template with two amounts (in two currencies) to pay, you need to add a new template and in it: find the following code snippet... - [Easily add and remove logos directly from the invoice](https://help.invoiceocean.com/98940863-easily-add-and-remove-logos-directly-from-the-invoice.md) — Besides adding a logo directly from the invoice, you can also edit/remove it. Open the edit panel of the selected document (or create a new one) and ... - [Searching for unsent invoices](https://help.invoiceocean.com/98939354-searching-for-unsent-invoices.md) — In InvoiceOcean you can search for unsent invoices. To do this: go to the invoice list in the search field on the left-hand side in the field Stat... - [Own expense types](https://help.invoiceocean.com/98937405-own-expense-types.md) — You can add custom expense types. In order to do this, go to Settings> Configuration> Expenses: or select "more..." when creating a new Expense: - [Placing multiple logos on invoices interchangeably](https://help.invoiceocean.com/98882241-placing-multiple-logos-on-invoices-interchangeably.md) — Under Settings> Company / department, you can create a new department to which you can add a separate logo. Once the logo is added, the department lo... - [How to check when the due date of an invoice expires](https://help.invoiceocean.com/98882012-how-to-check-when-the-due-date-of-an-invoice-expires.md) — To check the due date of invoices, click on the Export/Reports button in the right-hand bar of the invoice list. Then select Download list of invoices... - [Saving multiple invoices in a pdf file](https://help.invoiceocean.com/98881842-saving-multiple-invoices-in-a-pdf-file.md) — Our system allows you to select through checkboxes several invoices issued and automatically print them. Additionally, instead of a traditional printo... - [Automatic addition of expenses in InvoiceOcean](https://help.invoiceocean.com/98881652-automatic-addition-of-expenses-in-invoiceocean.md) — When sending invoices directly from our system, your client who receives a message with an invoice can automatically add it to expenses. All they have... - [Group selection of items at import](https://help.invoiceocean.com/98716842-group-selection-of-items-at-import.md) — You can group check/uncheck items when importing data on InvoiceOcean. Whether you’re importing payments from your bank, clients, or a list of invoice... - [Products on the invoice - include products previously added to the product database on the invoice](https://help.invoiceocean.com/98715177-products-on-the-invoice-include-products-previously-added-to-the-product-database-on-the-invoice.md) — One way of adding products to the database is to add them directly from a sales or purchase invoice (read more ->). Deactivating the option to add pro... - [Search window in the system’s top menu](https://help.invoiceocean.com/98713260-search-window-in-the-system-s-top-menu.md) — The system’s top menu, the so-called "black bar", is equipped with a search window. In the search window on the main page after logging in, you can s... - [Changing the account type (subscription plan)](https://help.invoiceocean.com/98711994-changing-the-account-type-subscription-plan.md) — InvoiceOcean offers several subscription plans: Free plan (allows issuing up to 3 sales documents per month); Paid plans: Basic, Professional and Ent... - [Changing the currency in products](https://help.invoiceocean.com/98710099-changing-the-currency-in-products.md) — You can set a currency other than USD in Settings> Account settings> Configuration> Invoices and documents. After saving these settings, on the produ... - [Print a Credit Note with only corrected items](https://help.invoiceocean.com/98474294-print-a-credit-note-with-only-corrected-items.md) — The possibility of creating Credit Notes in our system is already known to our users. Instructions on how to deal with the correction of an invoice ar... - [A shortcut to InvoiceOcean on your desktop](https://help.invoiceocean.com/98472042-a-shortcut-to-invoiceocean-on-your-desktop.md) — It often happens that Users would like to have an icon on their desktop with which they can directly enable the browser with the InvoiceOcean login. ... - [Default department language and template](https://help.invoiceocean.com/98471605-default-department-language-and-template.md) — To display invoices and other documents (as well as pages such as payment page, client panel page) in selected language by default, go to Settings> Co... - [Summing up net/gross values of selected invoices](https://help.invoiceocean.com/98059004-summing-up-net-gross-values-of-selected-invoices.md) — We have added in the system the possibility of quick summing of net/gross value of invoices, which checkboxes were marked on the invoice list. If it ... - [Invoice numbering](https://help.invoiceocean.com/98053786-invoice-numbering.md) — Did you know that InvoiceOcean allows for assigning your own invoice numbering? You can choose from the available formats or create your own unique nu... - [Dates of performed services visible when editing the document](https://help.invoiceocean.com/98050674-dates-of-performed-services-visible-when-editing-the-document.md) — In the case of issuing invoices for services, the realization of which is long-term, e.g. subscription, you can, while generating such a document, set... - [How to pay for the subscription while already having an account?](https://help.invoiceocean.com/97569217-how-to-pay-for-the-subscription-while-already-having-an-account.md) — To make a payment you need to go to Settings > Account Settings > Your Account. Then click the Pay (extend subscription). If you are using a Free sub... - [How to create documents in two languages?](https://help.invoiceocean.com/97568711-how-to-create-documents-in-two-languages.md) — InvoiceOcean allows to issue documents in two languages, e.g. English-Italian or German-Spanish invoices. To do so, you can either: Configure your ... - [Save selected invoices with attachments and compress data into a ZIP file](https://help.invoiceocean.com/97473483-save-selected-invoices-with-attachments-and-compress-data-into-a-zip-file.md) — InvoiceOcean allows you to export selected invoices to pdf files together with attachments by compressing the selected data into a file with ZIP exten... - [How to enter product codes with a barcode reader](https://help.invoiceocean.com/97378772-how-to-enter-product-codes-with-a-barcode-reader.md) — System supports barcodes in the EAN-13 standard. To enable barcode support, go to Settings> Account settings> Configuration> Products> Use EAN code> S... - [Manual linking of payments and invoices in the system](https://help.invoiceocean.com/97097475-manual-linking-of-payments-and-invoices-in-the-system.md) — When you have imported or manually entered payments in the system, but they are not linked to invoices, you can link them manually. Automatic linking... - [Clients - creating tags and filtering by tags](https://help.invoiceocean.com/96645459-clients-creating-tags-and-filtering-by-tags.md) — In InvoiceOcean, there is a possibility to create tags for existing clients in the system and to use created tags when creating filters on the client'... - [Always use a double-digit day format for document numbering](https://help.invoiceocean.com/96180188-always-use-a-double-digit-day-format-for-document-numbering.md) — InvoiceOcean allows you to define various document numbering formats. One of the variables that can be used is the 'dd' variable, responsible for indi... - [Categories of income and expenses](https://help.invoiceocean.com/95446668-categories-of-income-and-expenses.md) — In InvoiceOcean you have to possibility to categorize income and expenses. To begin with, it is necessary to add your own categories. To do this: g... - [Configuration of the invoice issued automatically after paying the AutoPayments](https://help.invoiceocean.com/95441497-configuration-of-the-invoice-issued-automatically-after-paying-the-autopayments.md) — When the AutoPayments are paid, the data of the invoice is automatically downloaded from several sources: currency and amount collected from the pai... - [Account’s main currency, default invoice currency and bank account currency](https://help.invoiceocean.com/95435605-account-s-main-currency-default-invoice-currency-and-bank-account-currency.md) — In Settings> Account settings> Your account you can choose the main currency of the account, according to which all the amounts entered into the syste... - [Reports: Invoice list](https://help.invoiceocean.com/95320902-reports-invoice-list.md) — 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... - [Name of documents saved in pdf format](https://help.invoiceocean.com/93789422-name-of-documents-saved-in-pdf-format.md) — By saving the documents generated in InvoiceOcean in pdf format, you obtain a file with a name that will contain: - the type of document issued - the ... - [How to issue a correction note to the cost invoice](https://help.invoiceocean.com/93708801-how-to-issue-a-correction-note-to-the-cost-invoice.md) — A correction note allows to correct data on a cost invoice previously received from a contractor and entered into the system. This document rectifies ... - [Correction of descriptive data on the invoice](https://help.invoiceocean.com/93707520-correction-of-descriptive-data-on-the-invoice.md) — It often happens that data that is not numerical value ​​affecting the amount of the transactions must be corrected. This may be, for example, incorre... - [Products sold online (filtering in the product list)](https://help.invoiceocean.com/93208591-products-sold-online-filtering-in-the-product-list.md) — With products that have the Online sales tab configured, you can easily search for these in the product list. In the sorting and filtering panel on th... - [Invoice margin visible on the invoice list](https://help.invoiceocean.com/93206907-invoice-margin-visible-on-the-invoice-list.md) — InvoiceOcean offers the possibility to adapt the appearance of the list of income invoices in order to show the Margin obtained from a given invoice. ... - [How to create a Credit Note](https://help.invoiceocean.com/93023540-how-to-create-a-credit-note.md) — The invoice correction is created with Credit Note. Credit Note is an accounting document, which is issued by a seller in strictly defined situations... - [Possibility to determine the main currency](https://help.invoiceocean.com/91490008-possibility-to-determine-the-main-currency.md) — InvoiceOcean offers the ability to set the main currency for documents. After changing the currency, newly issued documents will have it set by defaul... - [InvoiceOcean.com – first steps in the system](https://help.invoiceocean.com/90460042-invoiceocean-com-first-steps-in-the-system.md) — 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 ... - [How to create a new price list?](https://help.invoiceocean.com/89683714-how-to-create-a-new-price-list.md) — The option to create a price list allows you to prepare a list of products with specific prices, different from those on the product card. Such a pric... - [Control of payments](https://help.invoiceocean.com/89088135-control-of-payments.md) — In the InvoiceOcean system, payments for invoices can be controlled in several ways: by controlling document statuses, In the program you can maneu... - [Restricting the visibility of sales statistics](https://help.invoiceocean.com/87952309-restricting-the-visibility-of-sales-statistics.md) — 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... - [Changing the table headings to a different color](https://help.invoiceocean.com/87868446-changing-the-table-headings-to-a-different-color.md) — 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... - [Sending e-mails via your own server](https://help.invoiceocean.com/87727859-sending-e-mails-via-your-own-server.md) — 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 ... - [Customize the display of columns](https://help.invoiceocean.com/86898740-customize-the-display-of-columns.md) — In our system, you can customize the appearance of the invoice list, for both income and expenses, to your needs. You can also choose to display the n... - [Show the "paid” logo](https://help.invoiceocean.com/86586549-show-the-paid-logo.md) — If you remove the “Paid” stamp from the paid invoice, you can add information on the invoice about the status of the paid invoice by going to Settings... - [Limiting the visibility of Reports for some Users](https://help.invoiceocean.com/86586211-limiting-the-visibility-of-reports-for-some-users.md) — If you do not want everyone to see the financial reports in InvoiceOcean, then you can limit the visibility of reports for Users (this restriction doe... - [Product entered in a different currency than the one selected on the invoice](https://help.invoiceocean.com/86542971-product-entered-in-a-different-currency-than-the-one-selected-on-the-invoice.md) — When selecting a product on the invoice, which on the product card has a different currency than the currency selected on the invoice form, the progra... - [Other invoices](https://help.invoiceocean.com/86535188-other-invoices.md) — In InvoiceOcean you can issue an additional accounting document, just select the option Settings> Account settings> Additional documents to issue> Oth... - [Not accounting document/Client orders](https://help.invoiceocean.com/86530718-not-accounting-document-client-orders.md) — In InvoiceOcean you can issue an additional non-accounting document. To enable this function, select Settings> Account settings> Additional documents ... - [Product descriptions on the invoice items](https://help.invoiceocean.com/86522042-product-descriptions-on-the-invoice-items.md) — Defining a product in the system allows you to add a description that will be displayed on the invoice. To create a product, go to the Warehouses/Pro... - [Associating products with a different name based on product code](https://help.invoiceocean.com/76010618-associating-products-with-a-different-name-based-on-product-code.md) — In various types of integrations between e-commerce platforms with InvoiceOcean on the basis of creating an invoice from a shop order, there used to b... - [Private Note. Not visible on the PDF / printout.](https://help.invoiceocean.com/62552181-private-note-not-visible-on-the-pdf-printout.md) — In InvoiceOcean, you can add notes to documents that will not be visible on the document printout. However, they will be visible on the document previ... - [How to login via Apple ID](https://help.invoiceocean.com/37194680-how-to-login-via-apple-id.md) — Apple ID is a personal user account within the Apple ecosystem, providing access to various services and features, and serving as a method of user aut... - [Different discount calculations on the invoice](https://help.invoiceocean.com/24148471-different-discount-calculations-on-the-invoice.md) — InvoiceOcean allows you to perform an invoice with a discount. You may choose one out of the four different discounts: from unit price; percentage ... - [Restricted access to dashboard sales summary on the main page](https://help.invoiceocean.com/23014192-restricted-access-to-dashboard-sales-summary-on-the-main-page.md) — When user is already login into the system, the ‘Main page’ appears with all the active buttons that are ready to use in order to generate different d... - [Import of partial payments and overpayments- Use partially paid invoices](https://help.invoiceocean.com/22678707-import-of-partial-payments-and-overpayments-use-partially-paid-invoices.md) — In the system, an option for importing bank statements has been developed. With this option, the system automatically creates individual payments in t... - [Obligatory information regarding the GDPR (General Data Protection Regulation) issue.](https://help.invoiceocean.com/21965099-obligatory-information-regarding-the-gdpr-general-data-protection-regulation-issue.md) — Regarding the General Data Protection Regulation regulations, InvoiceOcean allows you to put some default information in the ‘Notes at the bottom of t... - [How to enable the safety 'Locked screen' option](https://help.invoiceocean.com/20084367-how-to-enable-the-safety-locked-screen-option.md) — InvoiceOcean offers you the additional protection in regards to the access to your account. You may enable the function that will block access to the ... - [Block the manual changing of invoice issue date](https://help.invoiceocean.com/14472492-block-the-manual-changing-of-invoice-issue-date.md) — InvoiceOcean allows assigning convenient permissions to users. One of them is the ability to manually change the invoice issue date according to prefe... - [Block warehouses access for users](https://help.invoiceocean.com/7765167-block-warehouses-access-for-users.md) — You can invite your collaborators and assign them appropriate permissions to your account in InvoiceOcean. You can also control access to specific sec... - [How to change type of an account?](https://help.invoiceocean.com/7509303-how-to-change-type-of-an-account.md) — If you want to change a type of your account, you may do it directly from your account. First of all, log into your account and then go to Settings > ... - [Changing the method of calculating values in invoice position](https://help.invoiceocean.com/3003800-changing-the-method-of-calculating-values-in-invoice-position.md) — InvoiceOcean allows you to change the method for calculating values on your invoice. In order to change it, navigate to: Settings > Account Settings ... - [How to delete an account on InvoiceOcean?](https://help.invoiceocean.com/957621-how-to-delete-an-account-on-invoiceocean.md) — InvoiceOcean provides users with the option to delete their account at any time. Please note that deleting the account is an irreversible operation a... - [How to check the account activity?](https://help.invoiceocean.com/896766-how-to-check-the-account-activity.md) — InvoiceOcean provides users with the ability to check their activity, meaning the actions they performed on the account and when they were executed. ... - [Default name and surname of the seller or contact person](https://help.invoiceocean.com/597746-default-name-and-surname-of-the-seller-or-contact-person.md) — Entering the Settings > Account Settings > Configuration > Invoices and Documents tab and filling in the Seller's default forename and surname field w... - [Restriction to products visibility](https://help.invoiceocean.com/495336-restriction-to-products-visibility.md) — In InvoiceOcean, there is the possibility to restrict the visibility of a product to specific users of the system and make it accessible to only one o... - [Changing the time of sales](https://help.invoiceocean.com/482900-changing-the-time-of-sales.md) — In order to change the time of sales from "Sell date" to, for instance, "Delivery date" go to Settings > Account settings > Configuration > Dictionari... - [Changing the format of invoice numbering](https://help.invoiceocean.com/479474-changing-the-format-of-invoice-numbering.md) — Using InvoiceOcean, you have the ability to influence the numbering format of your documents. Below, you can see example numbering formats: 1/01/20... - [Number of decimal places in price and quantity](https://help.invoiceocean.com/476301-number-of-decimal-places-in-price-and-quantity.md) — 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... - [Block the option to edit, delete and add documents from previous months](https://help.invoiceocean.com/476287-block-the-option-to-edit-delete-and-add-documents-from-previous-months.md) — InvoiceOcean provides users with the ability to add, delete, and edit invoices and other documents before a specified date. To set a lock date: go ... - [Changing the method of calculating total invoice value](https://help.invoiceocean.com/476283-changing-the-method-of-calculating-total-invoice-value.md) — The method of calculating total invoice value can be changed in Settings > Account settings > Configuration > Ways of calculation > How to calculate t... - [Block invoice edition and deletion after it’s been printed](https://help.invoiceocean.com/476265-block-invoice-edition-and-deletion-after-it-s-been-printed.md) — 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...