FAQ

How do I add a company logo: Upload the logo by going to Account Settings > Print Settings > Invoice Logo
How do issue a Credit Note: After previewing the invoice click Add in the top menu and select Issue Credit Note
How do I print an invoice: Preview the invoice and then click Print
How do I issue a recurring invoice: Go to Income > Recurring Invoices
How do I issue a foreign invoice: Go to Income > Foreign Invoices
How do I issue an advance invoice: In order to issue an advance invoice you need to first issue an estimate. Go to Income > Estimate preview the estimate and then click Create Advance Invoice

How do I change my login username and password: After logging in go to the right hand side “Menu”, click your username then go to Profile > Edit Profile > Change Password
How do I change my account type: Go to Settings > Account Settings > Change Account Type
How do I change my Invoice4u URL address: Go to Settings > Account Settings > Your Account > Account Address
How do I initiate and manage an Invoice4u payment: Go to Settings > Account Settings and click Pay in the top of the screen. You will be guided through the payment process.
How do I access Customer Support: Go to Settings > Account Settings > Root Access

How do I configure the Online Payment feature: Go to Settings > Online Payments in order to configure your online payments. After initialisation a Pay Now button will appear on your invoices allowing credit card and bank account payments to be made.
How do I configure the Online PayPal payment method: Go to Settings > Online Payments initialise and chose your method. After this access your Products database and verify your products that you wish to sell online.
How do I integrate payments using an API call: Go to Settings > Online Payments > Settings > API Call

How do I manage warehouses: Go to Settings > Account Settings and check Warehouse Management after this feature is activated you will find a Warehouse Documents button in the Products menu. This feature is only available from the Professional plan upwards.
How do I import products to Invoice4u: Go to Settings > Import > New Import. Suitable file types include: TXT, CSV, XLS, ODS, XLSX and TSV.
How do I produce a warehouse inventory balance: Go to Warehouse > Warehouse Documents > Add New Document and select Acceptance of Goods (AG). Then go to Settings > Account Settings > Configuration > Products > Automatic Generation of Acceptance Documents then select Generate an Acceptance of Goods (AG ) on the Cost Invoice
How do I stock-take warehouse products: In order to issue the stock-take form, go to Warehouse > Warehouse Documents > add New Document select Stocktaking. The form will be correct at the time it was created.