WinWeb Invoicing Software is a powerful, easy-to-use web-based tool for small business invoicing.
Every time that you login into the WinWeb Invoicing application you will see a large graph. This graph is a visual representation of your invoicing history, based on the data that has already been entered into your account. The green bar represents how much you have billed and yellow is how much you were paid in each month.
To begin using the Invoicing module, hover your mouse over the green Start button and click on ‘Customers’ from the dropdown box.
Here you will see another graph in the window that opens. The blue line represents monthly turnover and the green bars are the amount that you billed during that month. You can switch either of these on or off by clicking on the legend at the top.
Below is a list of the customers that you have previously invoiced, along with various information about them. You can instantly see their balance, credit limit and turnover in the year-to-date.
You can filter this information if you can’t immediately find what you are looking for. Use the search bar and key in the name of the person or company you want.
Hover your mouse over the green Start button in this window to see a list of all the invoicing actions that you can take such as creating an invoice, delivery note or quote. You can also perform the majority of these tasks by clicking on the green Action cog next to any specific customer.
Should you have any questions or require any assistance contact Customer Care