I-Rock Invoice

Logging In   IrockInvoice will be installed into the subdomain root of your web server:e.g http://accounts.your-domain.com Configure the Application   Before you start with invoicing you

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View Clients   To view the client list, click Clients from the main menu and select View Clients. By default, the client list will be filtered to active clients only. The filter can be

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The Quote Lifecycle Quote statuses follow the lifecycle of a quote from draft to approved and allow you to keep track of where each of your quotes are in their lifecycle. Each of the statuses listed below are automatically set for you when specific activity occurs with a quote but you may also choose to manually change the status at any time during the quote

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The Invoice Lifecycle   Invoice statuses follow the lifecycle of an invoice from draft to paid and allow you to keep track of where each of your invoices are in their lifecycle. Each of the statuses listed below are automatically set for you when specific activity occurs with an invoice, but you may also choose to manually change the status at any time during the

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Oftentimes instead of sending an invoice as a onetime charge, you need to send an email to a client on a schedule. For example, you may be offering property management services to your clients, and most likely they are paying for your services once a month, once a year, etc. It would be a bummer to have to remember to create these invoices every month, wouldn't it? IrockInvoice can keep

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View Payments   To view the payment list, click Payments from the main menu and select View Payments. To navigate between pages, use the pager buttons located on the submenu

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The general settings page sets a lot of options that will change the look & feel of the whole application or that are needed for some special purposes. General settings  

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On the invoice settings page, you can set a lot of options to control how invoices should behave. General settings  

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On the quote settings page, you can set a lot of options to control how quotes should behave. General settings  

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Tax Settings On the tax settings page, you can set your suitable tax rates. Setting

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Before IrockInvoice can send emails you have to configure he email settings here. You can choose between three different ways to send emails. If you don't want that invoice and quote pdf files are automatically attached to emails disable this feature by changing attach Quote/Invoice on email? to No

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The merchant account is needed if you want to offer online payments via PayPal to your customers. Before you can configure the merchant account you have to get credentials from PayPal. Follow these instructions to get the credentials needed on this settings page.

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Custom fields can be created to store information which IrockInvoice doesn't provide fields for. Custom fields can be created for: Clients Quotes Invoices Payments User Accounts

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Instead of having to type the body of an email each time an invoice or quote is emailed from IrockInvoice, email templates can be customized to your liking, giving you a set of predefined templates to choose from. Creating an Email

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When a new invoice or quote is created, IrockInvoice uses invoice groups to determine the next invoice or quote number and how it should be structured. IrockInvoice comes with two default invoice groups - Invoice Default and Quote Default. Both groups will generate simple incremental ID's starting at the number 1, but the Quote Default will be prefixed with "QUO".

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Add a Payment Method   To add a new payment method, click the settings icon near the right hand side of the main menu, select Payment Methods, and click the New button

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If you want to add taxes to products / items or invoices you have to configure them on the Taxrates settings page. Add a new Taxrate   To add a new taxrate, click the settings icon  near the right

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IrockInvoice can contain an unlimited number of user accounts (both Administrator, Sales Supervisor, Sales Personel and Guest), but there is no real level of ownership or separation between different administrator accounts. Each administrator account has full access to the entire system and can see all data system-wide

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IrockInvoice can import data from any system as long as it is provided in comma delimited CSV format and is structured according to the details below. The data import tool can be accessed by clicking the Settings icon and choosing the Import Data item. The import tool assumes the following: The file names will be exactly as they are listed below. All of the columns

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