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Frequently Asked Questions (FAQ)Meet the team helping you deliver awesome solutions to your all questions.

online invoicing software base on 75 reviews

The one thing that is different about CloudBooks than other accounting software is that we are online-focused, meaning that one of the two requirements for creating a new contact is an email address (the other one being an Organization Name).
  • Enter your email address if your client doesn't have one.
  • After creating and saving a new client, the “new client” portion of the screen minimizes and reveals the blank invoice to fill out.
  • Go on to create a few tasks. You can create new ones straight from the invoice window. You can also select from existing tasks.
  • There aren't very many options, simply a name, description, and amount.
  • Put the finishing touches on your invoice by entering your terms for payment.
  • Send it! You have the option of email or snail mail (a.k.a. ground mail) to get the invoice in your customer’s hands.
To do this task
  • Go to invoice Tab
  • Tick a check mark to a invoice
  • click to "enter payment" option
  • choose methods of payment
  • Click to "save"
To do this task
  • Go to the Dashboard tab and then the Credits tab
  • Click on the red “New Credit” button
  • Fill out the credit receipt exactly same way you would do when you create a new invoice (select a client from the dropdown, enter the amount in the task/item table)
  • Click to Apply button
To create items for an invoice, please follow few similar steps:
  • Go to Items tab
  • Click on the "New Item"
  • Fill all the details and save it and you are done :)
To create an Expense, please follow few similar steps:
  • Go to the Expenses tab
  • Click to "New Expenses" button
  • Fill all the details
  • Click to "submit" button
To create a Estimate, please follow few similar steps:
  • Go to Estimate tab
  • Click to New Estimate button
  • Fill all the Details
  • Here you can choose option Save as Draft,Send as Mail ,Send via snail mail
We have very easy steps to create a Tax:
  • Go to Tax tab
  • Click to add New Tax
  • Fill Tax name and Rate
  • Click to "save"