Create a report to print credit notes

Invoiceplace now includes a report to print credit notes, available under the ‘Reports’ tab. The start and from and date can be specified to list credit notes within a specific time period.

What is a credit note?

A credit note (or credit memo) is a form of credit payment to your customers. They can elect to pay for future invoices using the credit issued, instead of making a payment

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Create a spreadsheet with all of your customer details

A report is available for creating a spreadsheet with your customer details. To run this login to Invoiceplace, select the ‘Reports’ tab and then choose ‘Customer List’.

The report prints these details:
- Business name
- A contact
- Telephone number
- Cell / Mobile
- Fax number
- Email address
- Address
- Your notes and comments.
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New report to get all invoices

A new report is available so you can download all invoices created in Invoiceplace to an Excel spreadsheet. This is different to the paid invoices report because it retrieves invoices by the invoice date, so will include all invoices regardless of whether payment has been received.

To run the report choose the ‘Reports’ tab after logging in to Invoiceplace, and select the Raised Invoices report.

Specify the Invoice date range for the invoices you want to view, and then click on Print. You must enter a date from and to. The results will be available for download as an Excel spreadsheet.

Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. Sign up for free, click here to start.

Create an account statement with all invoices for a customer

Invoiceplace already provides an easy way to email or print an account statement to customers with details of overdue and due invoices, and the total amount due. Now you choose a new option when creating an account statement to list all invoices for a customer.

A statement can be created from ‘Home’ or ‘Supplier & Customers’ tab.


Select the ‘All Invoices’ statement type.

All the invoices are listed – paid, partially paid, due and overdue. You can now email the statement directly or print a copy.

Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. Sign up for free, click here to start.

Create an invoice in Riyals SAR for Saudi Arabia

Invoiceplace now supports Saudi Arabia, and can let you create an invoice in locale currency of Riyals (SAR). Sign-up for a free account here.
You are welcome to use this sample tax invoice in Riyals for a Saudi Arabian business.
Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. Sign up for free, click here to start.

Handling International Dates with Online Invoicing

When you have staff worldwide it is inevitable that there is going to be confusion due to differences in language and culture. One subtle but very important misunderstanding occurs with dates, particularly due to differences between the format in the United States (mm/dd/yy) and European countries (dd/mm/yy).

What does it mean if an invoice was raised on 4/9/10 – is it the 9th of April, or 4th of September ? Five months can make a lot of difference, particularly if you are waiting to get paid.

To avoid potential confusion Invoiceplace now prints the invoice date and invoice date in a format including the month. This is printed in the review screen displayed after creating an online invoice.

Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. Sign up for free, click here to start.

Record paid invoices with Invoiceplace

Creating one invoice is easy, particularly if you do it online. Recording when and how much payment was received can be done without much difficulty either. Each invoice you are paid for doesn’t get harder, but you end up creating a rich history of your previous customers which can be overwhelming to navigate.

Invoiceplace makes online invoicing easy, and now the list of ‘Paid Invoices’  is faster and more responsive to use.  You can instantly sort on the customer, and navigate through each page of invoices by clicking on new arrows displayed at the bottom right of your invoices.

Manage Paid Invoices

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Online invoicing with the bank account IBAN number

Online invoicing empowers you to run your business from anywhere. You also make it easier for your customers, and can process your invoice without the hassle of visiting the bank or posting payment. They simply receive an email with your invoice attached and can pay online with a credit card, if you were to set-up a free merchant account with Paymate.com for example.

Another popular payment option that can be done online is a direct bank transfers. Invoiceplace can already record and print your bank account details on invoices, and this has been further enhanced to display your account IBAN (International Bank Account Number).

What is the IBAN ?

The International Bank Account Number (or IBAN) identifies your bank account in a format that many banks recognise and use for international transactions. This was driven by the need for a common identifier, since the account information required can vary by country, and the more details provided increases the risk of a number being entered incorrectly.

How to include the IBAN with the bank transfer payment method on an invoice

Your IBAN is entered in the supplier details (shown below). After entering the IBAN to print this on an invoice simply select the ‘Direct Bank Transfer’ payment method.

Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. Sign up for free, click here to start.

Know more about your customers with online invoicing

Invoiceplace now provides a convenient way to record notes and comments about your customers.

A new field titled Notes in the customer details can be used to record whatever information you need to help when invoicing.

Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. Sign up for free, click here to start.

Invoiceplace review and testimonial – “delivers a great way to interact with my clients for my invoicing, accounting and payment needs.”

Thank you to Warren Morgan for kindly providing an Invoiceplace review and testimonial

I like it because it is Australian based, is simple and it works.

I have been using Invoiceplace.com for my freelance work because it allows for simple ‘cloud-based’ services and delivers a great way to interact with my clients for my invoicing, accounting and payment needs.

- Warren Morgan, Australia

warren.morgans.cc