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Configuration

Get help with general configuration

Entries in the category

Invoice margin visible on the invoice list

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. ...

2686 Views

How to create a Credit Note

The invoice correction is created with Credit Note. Credit Note is an accounting document, which is issued by a seller in strictly defined situations...

3627 Views

Possibility to determine the main currency

InvoiceOcean offers the ability to set the main currency for documents. After changing the currency, newly issued documents will have it set by defaul...

1849 Views

Control of payments

In the InvoiceOcean system, payments for invoices can be controlled in several ways: by controlling document statuses, In the program you can...

2252 Views

Sending e-mails via your own server

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 ...

2282 Views

Customize the display of columns

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...

38801 Views

Show the "paid” logo

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...

1781 Views

Other invoices

In InvoiceOcean you can issue an additional accounting document, just select the option Settings> Account settings> Additional documents to issue> Oth...

1758 Views

Not accounting document/Client orders

In InvoiceOcean you can issue an additional non-accounting document. To enable this function, select Settings> Account settings> Additional documents ...

2008 Views

Product descriptions on the invoice items

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...

3273 Views

Changing the format of invoice numbering

Using InvoiceOcean, you have the ability to influence the numbering format of your documents. Below, you can see example numbering formats: 1/01/2...

7879 Views

How to login via Apple ID

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...

852 Views

Block warehouses access for users

You can invite your collaborators and assign them appropriate permissions to your account in InvoiceOcean. You can also control access to specific sec...

3495 Views