Is there an option to add multiple bank accounts?
Income / All documents error Resolved
in Income / All documents dashboard total gross price is not shown correctly, because the total sum of the estimate and invoices related to this estimate are calculated. The gross sum must not include the estimate amount, but only the amounts of the invoices related to this estimate.
match the invoice suggestion Resolved
While adding the payment there is an option "Match the invoice". how can we use that function?
I changed the purchase price of a product in a previously generated Acceptance of Goods document. I would like the new product purchase price to be reflected in all of the previously generated Release of Goods documents (as well as the new ones). However, all the old RWs still show the old product purchase price.
add payment functions question Resolved
While choosing the action "add payment" to the invoice, there is a check box "I need an Invoice" in the New Payment's Window. what's that for?
estimate status question Resolved
while all prepayment invoices and final invoice are payed , related estimate status remains to be issued. Should it be updated automatically as payed or we should update the status manually?
Export Notes & Invoice attachment URL's suggestion Resolved
Hi invoiceOcean team,
I really would appreciate if you could add
1. Notes (general and private) also to be exported and imported by using xml file and
2. File Attachments as link URL - as you do not support the uploaded files URL's to be exported too.
This would be a great combination to be used to transfer data from one account to another...
I have an invoice that has been issued, partially paid, and then a credit note has been issued for the outstanding amount. It's driving my accountant mad that it's still showing as owing after the issuance of the credit note. Is there any way of having it move from the outstanding category to something different signifying that it's been settled?
Integration with Shopify e-commerce platform suggestion Resolved
I run an e-commerce store on the Shopify platform and have been using InvoiceOcean for over a year now to manage my business (includes wholesale, Shopify, Amazon, and other sales channels). At the end of the month I have to manually create invoices individually in InvoiceOcean to match every purchase completed that month through the Shopify platform (same for Amazon). As the business grows and the corresponding number of invoices, this is becoming a very time consuming task.
It would be great if you created integration between InvoiceOcean and Shopify, where an invoice would be generated automatically, or with minimum manual effort after each purchase through Shopify. This can be done through their app system (https://apps.shopify.com). I think there is a good business case for you to do so as Shopify is one of the largest platforms currently on the market and quickly growing. I'd be happy to upgrade to a higher plan, or purchase the Shopify app, as the time saving at month-end would easily justify this. As an alternative can I use your API to create some sort of an integration?
Products in EUR but Invoice generated in local converted local currency suggestion Resolved
This would help a lot, as its a bit odd make the conversion only at the end of the Invoice.
Receipt on the exact value of an Invoice suggestion Resolved
I would be helpful to generate a receipt when a payment is done, and link the two, if the invoice is paid in cash, you still need a receipt generated. Same should work for partial payments, as you'll have more than one receipts for an Invoice.
User Accounts in a Pro account question Resolved
I have two 'companies' in my account, one for testing pre release payments etc (XXX-test) and one for the production version (XXX). In my Pro account, I am entitled to five users across three companies.
I am trying to enable access to three people, me (as the manager and for accounting purposes) and two other guys in my company (developers to build the platform in test, then deploy on main site).
I have created access for me and one other in both companies. When I went to give access to the third user, it will only let me do it in one company and I am at a loss to why, as I think I should be able to give access to two more people to both 'companies'.
Does the number of users in each company count towards the total of 5?
International Company question Resolved
i'm currently living in Costa Rica and my business is registered here. I'm wondering if invoice ocean will support me adding my international bank account? I will be operating in USD and my bank account here is in USD.
thanks for your time! Wendy
I don't quite understand your question. What kind of assist you need with the bank account? Could you please specify it more?
For more software information, check out:
Knowledge base: http://help.invoiceocean.com
payment question Resolved
Please check payment on my acct. just made payment this month and it's asking for another payment
Custom Fields suggestion New
We need some custom fields on the invoice, like Ordered By and Delivery Note. We are presently evaluating Invoice Ocean up against QuickBooks Online. They have a number of custom fields that you name based on your own needs and the data entered become part of the database and reports. Is this something you are considering?
Translation needed error Resolved
I'm trying to create a deposit invoice but a translation part is missing : all the table labels seems to be in polish for the "related quotation".
you can see a screenshot here : https://www.dropbox.com/s/upjhbqyox5y50nd/Capture%20d%27%C3%A9cran%202015-02-06%2011.58.29.png?dl=0
Thx for your corrections.
firstname.lastname@example.org error Resolved
I'm attempting to create a new template by adapting the Default Blue, so I tried to load this as a base in the editor but for some reason the "Insert template example" functionality does not seem to work (it's not changing the template code, nor the css code). Is there any way to go around this issue?
If the functionality is still under development, maybe as a temporary workaround you could share on the forum or in the knowledge base the Default Blue template (and associated CSS file) so that we could open them manually and copy/paste the code.