Account Settings on MyInvoiceOnline.co.uk

Explore all the powerful tools available in the My Account section of InvoiceOnline.co.uk. This guide introduces you to key features that make managing your profile simple and effective. With these options, your invoicing workflow stays organised, efficient, and perfectly aligned with your business needs.

Whether you’re a freelancer or run a small business, MyInvoiceOnline.co.uk simplifies your invoicing workflow. The My Account section gives you direct access to everything you need to stay organised and in control of your billing and account preferences.

Account tariff

At the top of the account panel, you’ll find details about your current subscription. Need to extend or upgrade your plan? You can do it right here. We’ll present you with available subscription options so you can select the plan that best suits your business needs.

Change password

Protecting your account is crucial. In the Change password section, you can change your login credentials at any time. We recommend using a strong, unique password to ensure the safety of your sensitive data.

Account settings

The Account Settings section allows you to tailor how you work with your invoices and other features:

• Invoice Statuses: In this section, you can activate or deactivate the Invoice statuses feature. You can use four built-in statuses: Draft, Unpaid, Overdue, and Paid. These help you track invoice progress and payment status.

• Line suggestions: Save time during invoice creation. As you enter line items, the system will suggest products or services you’ve used before, speeding up your workflow.

• Hide brand in the invoice footer

• Base currency (for reports): If you issue invoices in a currency other than GBP, you can set your default here. All reports and financial summaries will then display correctly using your chosen currency.

Want to dive deeper into how these features work? We recommend checking out our help articles for tips on using invoice statuses, item suggestions, and financial reporting.

Email templates

Communicate professionally with your clients using customisable email templates built into MyInvoiceOnline.co.uk. These templates are easy to edit and adapt to your brand’s tone and style.

• Invoice Email Template - quickly send a professional invoice email to your client.

• Reminder Template - follow up with clients who haven’t paid on time.

• Thank You Template - show appreciation after payment is received with a simple thank you note.

Number sequences

In this section, you can control how your invoices are numbered. Choose from 3 preset formats or create your own custom numbering structure. The system will then automatically generate invoice numbers using your preferred format.

Setting up and managing your account on MyInvoiceOnline.co.uk is quick and straightforward. These features help you streamline your billing, stay organised, and customise the system to work your way. ✨