[InvoiceOcean — Support](https://help.invoiceocean.com.md)

# Invoices and documents

Create and send documents

- [Inbox – expenses inbox](https://help.invoiceocean.com/197443222-inbox-expenses-inbox.md) — Inbox is the inbox on your InvoiceOcean account, where you can conveniently send expense documents. Each account owner can create a unique email addre...
- [Create a test document or test payment](https://help.invoiceocean.com/172213102-create-a-test-document-or-test-payment.md) — A Test option has been added to InvoiceOcean, allowing you to create 'test' invoicing documents and/or payments.

You can use this Test option at any ...
- [Buyer's data on the invoice](https://help.invoiceocean.com/162510566-buyer-s-data-on-the-invoice.md) — An invoice is a confirmation of the transaction between the Seller of goods or services and their Buyer. Buyer's data are a fundamental element of a p...
- [Recurring invoices - Comments for the created cycle](https://help.invoiceocean.com/162054323-recurring-invoices-comments-for-the-created-cycle.md) — When creating a cycle, you have the option to add comments to it. You can use this space to add notes regarding the cycle, the goods being sold, or an...
- [The sell date on the issued recurring invoice](https://help.invoiceocean.com/162047019-the-sell-date-on-the-issued-recurring-invoice.md) — For invoices created by the cycle, you have the ability to configure settings such as intervals for issued invoices, automatic sending to the customer...
- [Recurring invoices - Other than default invoice numbering format](https://help.invoiceocean.com/162032589-recurring-invoices-other-than-default-invoice-numbering-format.md) — If you prefer a personalized way of numbering invoices issued from the cycle, you can choose a designated numbering format during its creation. Simply...
- [Recurrent invoices - issue documents as paid](https://help.invoiceocean.com/162019241-recurrent-invoices-issue-documents-as-paid.md) — Invoices issued from the cycle are generated by default with the status 'issued'. The system also allows you to choose a setting where issued document...
- [Recurring invoices - send notifications for issued invoices](https://help.invoiceocean.com/162012267-recurring-invoices-send-notifications-for-issued-invoices.md) — Recurring invoices are automatically issued according to the settings of the created cycle. The system provides the option to send email notifications...
- [Restore default calculating strategy (from account settings)](https://help.invoiceocean.com/156327509-restore-default-calculating-strategy-from-account-settings.md) — The calculating strategy for created documents is taken from the account settings. However, there is an option to set a different calculating strategy...
- [Additional discount field or additional column in the invoice](https://help.invoiceocean.com/156303476-additional-discount-field-or-additional-column-in-the-invoice.md) — When issuing the document, you can use additional fields that you can add to the invoice. For example, the discount column or the field with additiona...
- [How to Issue a final invoice from a Prepayment invoice associated with an Estimate](https://help.invoiceocean.com/154780802-how-to-issue-a-final-invoice-from-a-prepayment-invoice-associated-with-an-estimate.md) — The system allows settling transactions based on received prepayments. If you are using the reports offered by InvoiceOcean, the best course of action...
- [Add zeros after decimal point](https://help.invoiceocean.com/154445791-add-zeros-after-decimal-point.md) — The account settings allow you to change the number of decimal places in prices and quantities of the product. In addition to the number of decimal pl...
- [Determing the total gross price](https://help.invoiceocean.com/154147118-determing-the-total-gross-price.md) — The options available within the account in InvoiceOcean allow you to customize the appearance of the printout for the created document according to y...
- [The default type of the issued document](https://help.invoiceocean.com/153990520-the-default-type-of-the-issued-document.md) — Within the account settings, you can specify default settings for documents. The system allows you to define the default currency, language, and tax r...
- [The SWIFT code in the Seller's information](https://help.invoiceocean.com/153527546-the-swift-code-in-the-seller-s-information.md) — In the Seller's information on the issued document, basic details such as the name, address, or identification number are visible. In the company's de...
- [The issue date in the invoice form](https://help.invoiceocean.com/153341574-the-issue-date-in-the-invoice-form.md) — The issue date, alongside the document number, is a fundamental element of a correctly issued invoice. It is assigned by the system automatically, in ...
- [The kind of documents issued in the system](https://help.invoiceocean.com/153321534-the-kind-of-documents-issued-in-the-system.md) — InvoiceOcean allows you to issue various kinds of documents within your account. It’s enough to select the kind of document you want to issue in the a...
- [Price offer](https://help.invoiceocean.com/153031535-price-offer.md) — A price offer is a non-accounting document that allows you to present an offer to your customer, simultaneously showcasing the product in a graphic fo...
- [Bill invoice](https://help.invoiceocean.com/152667036-bill-invoice.md) — Every entrepreneur is obliged to document the sale of goods and/or services. If the business owner is a VAT taxpayer, then they should issue invoices....
- [Foreign Currency Sales invoice](https://help.invoiceocean.com/152649481-foreign-currency-sales-invoice.md) — In InvoiceOcean, it is possible to issue invoices in foreign currencies. To take advantage of this option, it needs to be activated beforehand. To do ...
- [How to issue an Accounting note (debit-endorsement note) in the system](https://help.invoiceocean.com/152539246-how-to-issue-an-accounting-note-debit-endorsement-note-in-the-system.md) — There are situations where some transactions do not need to be documented using invoices. Instead, a document that allows for charging and simultaneou...
- [Continuous Document Numbering](https://help.invoiceocean.com/152040504-continuous-document-numbering.md) — In InvoiceOcean, you can have an impact on how your documents are numbered.

One of the numbering options that you can set up in the system is the abi...
- [Updating department/company information](https://help.invoiceocean.com/151954019-updating-department-company-information.md) — How to update the department/company information from the invoice interface?

if you want to update the department/company information:

	Go to the In...
- [Seller's information on the invoice](https://help.invoiceocean.com/151948379-seller-s-information-on-the-invoice.md) — The invoice, as a confirmation of a transaction, must contain specific data. Each transaction is concluded between the seller and the buyer, i.e., the...
- [The option to issue on a specific day of the month for recurring invoices](https://help.invoiceocean.com/106439230-the-option-to-issue-on-a-specific-day-of-the-month-for-recurring-invoices.md) — Creating an invoice issuing cycle allows you to configure its detailed settings such as intervals between issuing subsequent invoices or the times at ...
- [Invoice based on a warehouse document](https://help.invoiceocean.com/103105510-invoice-based-on-a-warehouse-document.md) — In addition to the ability to automatically issue warehouse documents based on invoices, you can also automatically issue an invoice (income and expen...
- [Offer - how to issue such a document?](https://help.invoiceocean.com/102730930-offer-how-to-issue-such-a-document.md) — An offer in InvoiceOcean.com can be created in 3 ways:

1) Create an offer as a proforma invoice by changing its name to Offer.
Go to Settings> Accoun...
- [New warehouse document format; purchase price on AG documents](https://help.invoiceocean.com/100822914-new-warehouse-document-format-purchase-price-on-ag-documents.md) — You have the ability to generate warehouse documents on formats that look like the invoice format. This option can be activated or deactivated in Sett...
- [Creation of prepayment and final invoices; settlement of product inventory](https://help.invoiceocean.com/100461361-creation-of-prepayment-and-final-invoices-settlement-of-product-inventory.md) — In the system you can create prepayment and final invoices, which are preceded by an estimate to automate the process of issuing these documents.
Ofte...
- [Issuing invoices from the level of selected client’s tab](https://help.invoiceocean.com/98712680-issuing-invoices-from-the-level-of-selected-client-s-tab.md) — In the system, you can also easily manage invoices from the level of the card of the selected contractor.

Just go to the tab Clients, then choose the...
- [How to issue a final invoice from a proforma invoice and link it to multiple prepayment invoices](https://help.invoiceocean.com/98650422-how-to-issue-a-final-invoice-from-a-proforma-invoice-and-link-it-to-multiple-prepayment-invoices.md) — First, you need to create a Prepayment invoice from a Proforma invoice (using the Add similar button in the top menu of the invoice preview). CLICK SA...
- [How to issue a Pre-invoice based on a Proforma invoice and link both documents](https://help.invoiceocean.com/98649097-how-to-issue-a-pre-invoice-based-on-a-proforma-invoice-and-link-both-documents.md) — You can issue a Proforma invoice, make a similar one based on it and then save the similar one as a Prepayment invoice.

1. First, click Add similar i...
- [Adding items to an invoice - keyboard shortcut](https://help.invoiceocean.com/97567275-adding-items-to-an-invoice-keyboard-shortcut.md) — In the system, when generating a document, you have the ability to add a new item to the invoice through a keyboard shortcut.

On Windows-type keyboar...
- [Group printing of warehouse documents](https://help.invoiceocean.com/97564884-group-printing-of-warehouse-documents.md) — In the system you have the possibility of group printing of warehouse documents.
To do this, go to Warehouse> Warehouse documents, select several stoc...
- [Invoice partially paid - invoice preview](https://help.invoiceocean.com/97382093-invoice-partially-paid-invoice-preview.md) — It often happens that a previously issued invoice is paid by the Contractor in installments. On the invoice, we can mark that it has been partially pa...
- [What is the division for sales at different VAT rates](https://help.invoiceocean.com/97381127-what-is-the-division-for-sales-at-different-vat-rates.md) — On invoices you can find a summary of VAT rates (it is visible on the preview and printout of the invoice). All rates used on the invoice are included...
- [How to activate the ability to issue different types of invoices](https://help.invoiceocean.com/97379609-how-to-activate-the-ability-to-issue-different-types-of-invoices.md) — On the main page of the invoiceocean.com panel, there are buttons for issuing different types of documents. There is a button + add more documents. Wh...
- [How to issue a Foreign Currency Sales?](https://help.invoiceocean.com/97118143-how-to-issue-a-foreign-currency-sales.md) — To issue a Foreign Currency Sales in InvoiceOcean, you should, as in the case of a regular invoice, go to Income/Invoice tab and click on the New Invo...
- [Issuing another Credit Note to the same invoice](https://help.invoiceocean.com/97101719-issuing-another-credit-note-to-the-same-invoice.md) — Sometimes an invoice is booked incorrectly and a new correction has to be issued. In such cases, a second Credit Note is issued again for the original...
- [Registry of VAT sales](https://help.invoiceocean.com/95319932-registry-of-vat-sales.md) — Sales in our program can be registered using the report Registry of VAT sales in the Reports> Report list, in the Finances section.

Then, in the repo...
- [Identification numbers](https://help.invoiceocean.com/90443007-identification-numbers.md) — The identification number is a number that allows you to identify an entity based on registration data in the county in which you run a business. Such...
- [Reservation document for products in stock](https://help.invoiceocean.com/89830535-reservation-document-for-products-in-stock.md) — In order to issue a Reservation document:

	go to the Warehouse> Warehouse documents menu
	select New document
	select Reservation. Then adjust the in...
- [Custom template of other documents](https://help.invoiceocean.com/89828349-custom-template-of-other-documents.md) — InvoiceOcean allows you to create not only your own invoice template, but also templates for other documents. Templates are created in HTML and CSS us...
- [Proforma Invoice - what is it and how to issue a VAT invoice from it?](https://help.invoiceocean.com/87864644-proforma-invoice-what-is-it-and-how-to-issue-a-vat-invoice-from-it.md) — The proforma invoice is a document that is not a financial accounting record. It is issued to the Client for the purpose of providing information abou...
- [How to issue a VAT invoice from a Proforma Invoice?](https://help.invoiceocean.com/87862883-how-to-issue-a-vat-invoice-from-a-proforma-invoice.md) — If you want to issue a VAT invoice from a non-accounting document, which is a Proforma Invoice, enter the Proforma invoice preview by clicking on its ...
- [How to issue a VAT invoice for an Estimate?](https://help.invoiceocean.com/87861950-how-to-issue-a-vat-invoice-for-an-estimate.md) — If you want to issue a VAT invoice from a non-accounting document, which is an Estimate, enter the Estimate preview by clicking on its number and sele...
- [„Reverse Charge” Invoice](https://help.invoiceocean.com/87854118-reverse-charge-invoice.md) — The Reverse charge is the mechanism by which the VAT settlement obligation is transferred from the seller to the buyer.

The most common solution is n...
- [Prepayment and Final Invoices](https://help.invoiceocean.com/87849377-prepayment-and-final-invoices.md) — InvoiceOcean allows you to issue prepayment and final invoices, which are useful, for example, for settling transactions for which you receive payment...
- [How to export to EXCEL file or print invoices from selected period](https://help.invoiceocean.com/86873734-how-to-export-to-excel-file-or-print-invoices-from-selected-period.md) — To export invoices to an XLS file, click on the Export/Reports icon in the upper right corner of the screen, above the invoice list, and select - Expo...
- [Sending by e-mail - default settings](https://help.invoiceocean.com/86613656-sending-by-e-mail-default-settings.md) — From the moment of the the account creation, the system has a default email sending configuration set up. With the default option active, after sendin...
- [Own definition of a recurring invoice – without the need to indicate the base invoice](https://help.invoiceocean.com/86463105-own-definition-of-a-recurring-invoice-without-the-need-to-indicate-the-base-invoice.md) — Recurring invoices provide significant convenience, especially when regularly issuing the same invoices to the same clients. The system gives us two o...
- [How to automatically issue AG and RG documents when adding invoices to the system?](https://help.invoiceocean.com/86455666-how-to-automatically-issue-ag-and-rg-documents-when-adding-invoices-to-the-system.md) — To activate this function, go to Settings> Account settings> Configuration> Warehouses.
In the Automatic document generation and Automatic generation ...
- [Issuing an invoice duplicate](https://help.invoiceocean.com/76403855-issuing-an-invoice-duplicate.md) — The invoice duplicate is a document that serves as a copy of the original VAT invoice. Its purpose is to reconstruct information about the transaction...
- [Carbon copy (CC) email address](https://help.invoiceocean.com/28673122-carbon-copy-cc-email-address.md) — If you choose not to use the SMTP sending mode, you may find it useful to add an email address in copy, for example, to receive a copy of each documen...
- [How to use keyboard to add the next position in the Invoice entries](https://help.invoiceocean.com/23119510-how-to-use-keyboard-to-add-the-next-position-in-the-invoice-entries.md) — InvoiceOcean allows you to use keyboard shortcut to add a new position in the Invoice entries section.

If you use the Windows system, you have shortc...
- [Sending warehouse documents via email](https://help.invoiceocean.com/19403363-sending-warehouse-documents-via-email.md) — You can send warehouse documents created in the system as email attachments directly from your account in InvoiceOcean There is an option to define th...
- [Sharing an Invoice](https://help.invoiceocean.com/12224698-sharing-an-invoice.md) — While issuing an invoice is the default way for using the software, we do understand that there are instances in which it is easier to quickly share a...
- [Send automatic email reminders only on working days](https://help.invoiceocean.com/8774103-send-automatic-email-reminders-only-on-working-days.md) — For an invoice whose payment deadline has been exceeded, you can generate a reminder message to settle the outstanding amount. You can send such an em...
- [Change of payment deadline](https://help.invoiceocean.com/7911643-change-of-payment-deadline.md) — When issuing an invoice, you can specify the deadline by which you expect payment for the transaction from your contractor. To do this, in the Payment...
- [How to select a warehouse during invoice creation](https://help.invoiceocean.com/7031582-how-to-select-a-warehouse-during-invoice-creation.md) — 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,...
- [Additional notes on invoices (printed at the bottom of the page)](https://help.invoiceocean.com/3774983-additional-notes-on-invoices-printed-at-the-bottom-of-the-page.md) — 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 issue invoices and manage documents directly from the customer profile](https://help.invoiceocean.com/3682396-how-to-issue-invoices-and-manage-documents-directly-from-the-customer-profile.md) — InvoiceOcean lets you issue invoices and manage documents directly from the customer profile.

Just open the Clients tab and select the client you wan...
- [OSS invoices](https://help.invoiceocean.com/3041944-oss-invoices.md) — 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](https://help.invoiceocean.com/3040701-available-documents.md) — With our program you can issue the following documents:

	Invoice,
	Proforma Invoice,
	Prepayment and Final Invoice,
	Foreign invoice,
	Correction not...
- [Recurring Invoice - Based on an Invoice](https://help.invoiceocean.com/2276258-recurring-invoice-based-on-an-invoice.md) — The ability to automatically issue recurrent invoices is available from the Professional plan onwards. This feature enables the automation of issuing ...
- [How to issue a packing list](https://help.invoiceocean.com/1967108-how-to-issue-a-packing-list.md) — A packing list, known also as a shipping list, is a document that contains information about the elements of a package. 

To issue a packing list base...
- [How to make an receipt based on invoice](https://help.invoiceocean.com/1775270-how-to-make-an-receipt-based-on-invoice.md) — To make an receipt based on invoice just go tho invoice preview and on the top menu click “More options” > “add similar” ant then on the select set Re...
- [Turboinvoice - issue invoices with a single click](https://help.invoiceocean.com/1553924-turboinvoice-issue-invoices-with-a-single-click.md) — Both your and and your customers' time is a precious resource - you have a mutual interest in conducting your business as quickly as possible. You pro...
- [New entries and fields on the invoice and their editing](https://help.invoiceocean.com/918637-new-entries-and-fields-on-the-invoice-and-their-editing.md) — InvoiceOcean allows editing the content of an additional entry on the invoice items and also adding an extra field on the invoice just below the detai...
- [How to enter additional types of expenditure (eg., Contract of employment)](https://help.invoiceocean.com/918538-how-to-enter-additional-types-of-expenditure-eg-contract-of-employment.md) — InvoiceOcean lets you add additional types of expense documents (such as contract of employment). That way you can have a complete picture of your bus...
- [Issuing subsequent recurring invoices at intervals](https://help.invoiceocean.com/903256-issuing-subsequent-recurring-invoices-at-intervals.md) — When creating a cycle of invoices under the recurring invoice option, you have the opportunity to specify detailed cycle settings. Documents will be i...
- [How to issue an invoice?](https://help.invoiceocean.com/686569-how-to-issue-an-invoice.md) — To issue an invoice using InvoiceOcean, simply start by clicking on the Invoice button.

1. In the buyer field you may enter details manually, or sele...
- [Invoice correction](https://help.invoiceocean.com/681490-invoice-correction.md) — If you need to correct your invoice, you can do it by issuing a Credit Note or a Correction note. If the correction relates to the invoice, which is a...
- [Set a discount % for all items](https://help.invoiceocean.com/644585-set-a-discount-for-all-items.md) — While conducting sales, you provide your contractors with discounts on purchased goods or services. If the invoice includes multiple items, you can as...
- [Additional entry on invoice items - always include on the invoice](https://help.invoiceocean.com/637891-additional-entry-on-invoice-items-always-include-on-the-invoice.md) — The system allows adding a new entry on invoice items, thus customizing the form's appearance to suit your business needs. In this article, you will l...
- [How to manually send a payment reminder?](https://help.invoiceocean.com/497214-how-to-manually-send-a-payment-reminder.md) — Reminders about unpaid invoices from clients can be sent manually or configured to be automatically sent by the system.

A reminder can be manually se...
- [Issued times for recurring invoices](https://help.invoiceocean.com/497198-issued-times-for-recurring-invoices.md) — When creating a cycle of invoices under the recurring invoice option, you have the opportunity to specify detailed cycle settings. Documents will be g...
- [Recurring expenses](https://help.invoiceocean.com/495326-recurring-expenses.md) — If you issue the same expenses regularly (e.g. once a month), it is convenient to set up recurring expenses.

In order to generate a specific expense ...
- [Recurring invoice - how to create a cycle of recurring invoices?](https://help.invoiceocean.com/488275-recurring-invoice-how-to-create-a-cycle-of-recurring-invoices.md) — If you issue the same invoices for the same client periodically, InvoiceOcean allows you to automatically issue and send such invoices at specified in...
- [How to enable expenses?](https://help.invoiceocean.com/484539-how-to-enable-expenses.md) — In the InvoiceOcean you can enter all invoices and expense documents (e.g. employment contract, contract for specific work, etc.). This allows you to ...
- [How to test recurring invoice generation](https://help.invoiceocean.com/482884-how-to-test-recurring-invoice-generation.md) — InvoiceOcean will automatically issue recurring invoices at 9:00 UTC on the selected date. If you want to test how a new recurring invoice is generate...
- [Issuing prepayment invoice for an estimate](https://help.invoiceocean.com/476286-issuing-prepayment-invoice-for-an-estimate.md) — 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 ...