Click here to join, or
look through our tutorial below

(all images below are about 50% of the actual application size)

 

Getting Started

This is what it looks like after you have signed up and logged in, you can go to any part of the application from here. The software is a Flash based Online application. You don't need to install any fancy software on your computer to make it work. But more importantly - You dont need to worry about someone breaking in and seeing your accounts or worse yet, stealing your computer as all your data its safely stored on our server.

Note the options tab at the top, this is a pulldown menu giving you more options which looks like this when clicked.

 

 

Create A New Invoice

First we'll take you through creating an invoice, to start you click the 'CREATE A NEW INVOICE' button on the home screen

You will be presented with a simple form which you can select an existing customer you have already sent an invoice to or create a new customer. You can click continue to progress to the next screen.

You can type in any details you have for that invoice, like a reference number if you have one and an overall description of the job. You can select a different invoice issue date if you are not sending this invoice the day you worked. You can also set the due date for the invoice here too.

The costs screen will let you fill out the individual things you have done for the job and charge accordingly. If you client pays your with-holding tax or you charge GST you can choose these options for each invoice here. All calculations will be automatic saving you time and eliminatig errors.

Once the invoice has been created you can choose to send it immediately (you dont have to though) Put a tick next to the invoice('s) you wish to send and press continue.
Your invoices will be sent by email to your client and a copy will also be emailed to you incase you need to give them a hard copy

You can view the invoice to check it before it sends also. Each invoice is a professional PDF file and if you dont have a logo it's about 4KB in size! (which is tiny!)

Thats all there is to creating and sending invoices. Next well look at managing existing invoices.

 

 

Managing Invoices & payments

On the home screen, clicking 'EXISTING INVOICES' will bring up all the details of existing invoices you have created to date.

You are immediately presented with all your unpaid invoices. This makes it really easy to reconcile payments against invoices.

Once you recieve payment from a client, you can mark it off the invoice as being paid. This way, when you do an income report (covered later) you can see exactly how much money you have paid and who hasn't paid etc.

First select the invoice which has been paid then choose a date which payment was made and click submit.

The paid invoices will now have a green tick next to them in the invoice list.

 

The left side of the 'Invoice Viewer shows you all your customers in a list. You are able to scroll down and select a customer, then by clicking the small arrows you are able to look at the invoices that have been paid, unpaid, overdue or see all the invoices for that group/client.

There are more features of the invoice viewer which you can learn about by playing around with the application yourself for instance, you can edit invoices, view existing invoices and remove invoices from here.

 

 

Generating Reports

After clicking Reports on the home screen, you are presented with the option of making reports based on your income and invoice items. By clicking 'INCOME SUMMARY' you get the option to select 2 dates to generate a report with, The report will include the beginning and end dates you select.

This is an example of a Income Summary report.

You can see exactly where your income has come from and who has not paid. You can also see your GST amounts and any with-holding tax that has been paid for you.

This is useful for your accountant to complete your yearly earnings and will make their job easier and save time.

 

 

Uploading Your Logo & change your Inovoice Details

From anywhere in the application you can click the 'OPTIONS' drop down link at the top, then click the 'INVOICE SETUP' button to bring up your details.

The first screen which comes up shows your your contact information which will appear on each invoice you send. You can change any of this at any time and the next invoice will reflect the changes. Clicking the 'Upload logo' will bring up options for uploading your logo.

First click the browse button to browse for you logo on your computer.

When you have found your logo you can press the save button to save the logo to your Invoice manager.

You will be shown your logo to make sure it went through correctly. Then you can click close and continue to make an invoice which will now show your logo at the top.

If you continue to the tax details, you can specify your with-holding tax amount and GST number if you pay GST, if neither of these apply to you, then you don't have to tick any of them and can just click continue.

The last screen of the Invoice Setup is your bank details, Its best to have these details on every invoice so that your clients can easily directly pay you instead of writing cheques etc.

Clicking 'Options' and choosing 'Log Out' to leave will end your session. That is the end of the tutorial,

 

Click here to join for FREE and start sending invoices today.