22 August 2022

How To use Document Conditions in Invoice Office

We can also change our document conditions which the invoice office provides us. To view or alter “Document conditions” Go to Settings > Documents > Document Conditions. This tool allows […]
9 August 2022

How to Create & Manage Your Users

To create a user Go to settings > company account. Now click on the “user” in the left-side menu. Now the admin user is showing on the user page and […]
20 July 2022

How to create Pricelist

If we want to mention discounts on our products then we will create a “pricelist” instead of giving discounts to every single product, whatever discount we say in the price […]
15 July 2022

How to Use a Picklist Feature

Invoice Office is also providing a picklist feature. To use this feature Go to Reports > Picklist The wave picklist shows the aggregated quantity of each product from multiple packing […]
15 July 2022

How to Use the Product Group Function

If a product group has multiple lines and multiple vat tariffs, we hide the vat percentage on the document page.The bonus is that you can use Product Groups to Combine […]
14 July 2022

Set footers and signature

Set footers and signature Adding signature & footers is the best way to close your invoice in a professional manner. Now you can fully customize your invoice with personal signature […]
13 July 2022

How to Switch/Reorder Columns in a Document Design?

Sometimes it happens that we have to reorder the columns according to the customer requirement. For that, we have to go to Settings > Document > Documents Design. After going […]
13 July 2022

Integrating your Salesforce account with Invoice Office

Our Salesforce API Connector is enabling real-time integration between Salesforce and Invoice Office. By using this connector you can synchronize your customers in Salesforce with your customers in Invoice Office. […]
13 July 2022

How to Add Your Own Credit Units

Invoice Office also lets you use your own created units.Click on Other Settings under Settings in the top right corner, then Click Units. when we create a document, we use […]
13 July 2022

How to Change Document PDF Name

To change the Pdf name Click on Company account under Settings on the top right then Click on company settings on the left. Here we can see many options for […]