Support — we are happy to help
Welcome to the Invoice Office help desk
How can we make things easier?
General46
- Set up two-factor authentication
- How do I reset my password?
- Can I reset my entire account and data?
- How the Invoice Office timesheet works
- How to delete your Invoice Office account
- Why is my logo not showing on the PDF?
- How to delete a document design template
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- Document title vs document name
- How to change the document PDF name
- How to add your own units
- How to manage units in Invoice Office
- Reorder the columns on your document
- Set the number of decimal places per unit
- How stock management works in Invoice Office
- How to create composite (bundled) products in Invoice Office
- Show the delivery date on your documents
- How to use the product group function
- How to use a picklist feature
- How to create and manage your users
- How to create a price list
- Why do my documents say Draft/concept?
- How to use document terms
- How do free and paid accounts work?
- Configure Gmail / Google Workspace for email
- Configure Outlook / Office 365 for email
- Print PDF is not shown?
- Export your data
- Choose the columns in a list
- Manage user roles and permissions
- Use the finance dashboard
- Create and manage projects
- Sort and filter lists
- Track a project budget
- Configure a custom SMTP email server
- Show, hide and reorder the menu
- Customize your dashboards
- Use the email template editor
- Set up your company details
- Manage mailing lists
- Use barcode scanning
- Use automations
- Use the activity log and audit trail
- Use workflow statuses
- How to customise workflow status names and colours in Invoice Office
- How to set a workflow status automatically using automations
- Set the default currency for your company
Documents29
- Create an invoice
- Create a quotation
- Convert a quote to an invoice
- Create a packing note
- Create a payment reminder
- Create a credit note
- Create an order confirmation
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- Add an attachment to your document
- Partial delivery and delivery dates on an order confirmation
- Change the document number
- Delete documents
- Create an expense
- Create a purchase order
- How do I register or modify a payment?
- Create a proforma invoice
- Bulk send or export documents
- Duplicate a document
- Create a recurring purchase
- Use partial invoicing
- Share a document via a public link
- How to use advance payments and partial invoicing in Invoice Office
- How to use flex fields in Invoice Office
- How to import document lines into an invoice or quote
- How to download an invoice in UBL or XML format
- How to manage invoice sequence numbers in Invoice Office
- How to update Peppol customer information on a finalised invoice
- How to use manual invoice numbers in Invoice Office
- Change the language of an invoice or document
- How to find and enter the correct Peppol ID for a customer
Account & Users4
System Integrations11
Document Design14
- Create and manage your document design templates
- Use a document design in your invoice
- Choose a design template per customer
- How to customize the document layout
- Add or delete document data
- How to add a background image to your invoice design
- Upload logo
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- Set footers and signature
- How to attach general terms and conditions to your quotes and invoices
- How to change the label name
- Increase the document table line height
- How to show the delivery address next to the invoice address in your document design
- How to change fonts in your document and email templates
- How to enable the shipping address on a document in Invoice Office
Billing17
- How can I change the VAT?
- How to create a VAT code
- How to change a VAT rate
- How to set up the VAT reverse charge
- How to set up US sales tax
- How can I apply a discount to my invoice?
- How can I mail multiple e-mail addresses on a document?
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- How does the read and receive confirmation work, and how do I set it up?
- How does the viewer status icon work with sent emails?
- Set up a recurring invoice
- Set up payment terms
- Use the VAT dashboard and prepare a VAT return
- Manage multiple currencies
- Import and reconcile bank statements
- Use direct debit
- Add your bank account details to invoices
- How payment links and Mollie online payments work in Invoice Office
Customer Management12
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Included in all packages
- Invoices, quotes and all other documents
- Reporting and charts
- Customers and product management
- Online accounting
- Multi-language support
- Time registration and project management
- Customer support
- Available for mobile and tablet
- 99.9% availability and 24/7 monitoring
- 128-bit data security
- Data import and export
- Automatic backups
Less administration, more sales and business growth
Still stuck? We are happy to look at your account with you.