Frequently Asked Questions

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What is InvoiceTab?

InvoiceTab is a hosted billing portal that allows businesses to manage their clients, invoices, expenses, payments, products and taxes. It is a platform that provides opportunity for businesses to communicate with their clients. InvoiceTab offers free and paid subscription services to businesses of all sizes. It integrates with merchant services organizations to allow the clients of a business to pay their invoices online easily and quickly.

How does InvoiceTab work?

InvoiceTab bridges you, your merchant accounts and your clients together on one platform. With InvoiceTab, you have the ability to create invoices, notify clients and configure merchant bank integration modules so your client can login and pay your merchant bank account directly and easily.

When you sign up for services from InvoiceTab, we will setup your platform and you will be provided a unique login URL. You and your client can use this URL to login and manage invoices.

When you login as an administrator, you will customize the system for your specific needs. You can create client profiles and invoices. Your clients will receive an email notification about the details of their respective profiles. Your clients can then login to InvoiceTab and pay the invoices via a click of the mouse.

The client's payment will go to your merchant bank account directly. Payments are never transferred through our bank accounts. Payment activities exist solely between your clients and your merchant accounts. InvoiceTab only provides integration solutions for your clients and your merchant bank accounts, giving you total control over the payments and integration configurations.

Which browser to use?

InvoiceTab services require you and your clients to have a browser and Internet connection. We highly recommend the Chrome or Firefox browser in consideration of performance and security. You can download the free Chrome browser at http://www.google.com/chrome, or Firefox browser at http://www.mozilla.org.

Can I use my own logo?

Yes, if you are using any service other than the free plan. Simply, log in as the admin and click "Settings." On top you will see the "Company Logo" link in the sub-menu. Click the "Company Logo" link and you will be able to upload or change your logo. You can use different logos on the website and the PDF invoice files. Once you upload and save the new logo, click a different link on top and you will see the new logo in place.

If you are using our free plan, the default InvoiceTab logo will be assigned. The default logo is an abstract logo without any wording.

How do I make a new invoice?

Here are steps to make an invoice

  1. Log in as admin or staff. The login info will be provided in your welcome email.
  2. Create a client by hovering your mouse over "Clients" on the top of the page .Click "Add Client."
  3. Fill out client info and click the "Confirm and Save" tab. Click the "Save" button.
  4. Once the client profile is created, you now can hover over your mouse over the "Invoices" tab on top. Click the "Create Invoice" link.
  5. Enter invoice info, select one or more clients, then click the "Confirm and Save" tab. Click the "Save" button.
  6. Click the "Invoices" link on top. You should see the new invoice listed in the table.
  7. You may click icons in the tools column to post payment, pay on behalf of a client, edit or delete the invoice.

How do I add a discount for an invoice item?

Our invoice system allows you to apply discounts for invoice items. You can define the discount to include or exclude tax calculation.

  1. Log in as admin or staff. The login info will be provided your welcome email.
  2. Create a new invoice or edit an existing invoice.
  3. In the "Invoice Details" tab, click the red percent icon to show discounts.
  4. Select discount definition from the select box and the selected discount will be applied automatically. Alternatively, you can enter discount description, amount or tax rules yourself.
  5. Select one or more clients, and then click the "Confirm and Save" tab. Click the "Save" button.
  6. Click the "Invoices" link on top; you should see the new invoice listed in the table.
  7. You may click icons in the tools column to post payment, pay on behalf of a client, edit or delete the invoice.

I am using cInvoice, can I import my clients?

InvoiceTab is comptabile with cInvoice. If you are using cInvoice from Forperfect Technologies, you may download this tool: cInvoice Export Tool.

  1. Download the cInvoice Export Tool, unzip to local machine, read the readme.txt file.
  2. Upload the two files from the above zip file to your web server's cinvoice 7.3 installation home.
  3. Login your cinvoice 7.3 as admin.
  4. Click "Loading"->"Export Clients for InvoiceTab", if you do not see that link, you probably did not copy the file into the right places. The csv_clients_invoicetab.php should be in your cInvoice 7.3 home directory.
  5. After you click the link in previous step, you download the CSV file to your computer.
  6. Login to your InvoiceTab account as admin.
  7. Click "Loading"->"Upload Client Profiles".
  8. Select the CSV file you downloaded, check "Turn off username verification. "
  9. Click "Upload Client Profile" button.
Once imported, you should see the clients in clients list. You may add more information to your client's profile as InvoiceTab tracks more information than cInvoice does.