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Getting Started

Jobcards Online uses a client centric approach, meaning that almost everything in the system revolves around the client.  Thus the first step is to create your first client.

Creating your first client

  1. Click on Add New Client
  2. Enter at least an Invoice Name (To whom documents will be addressed) & an Email address.
  3. Take a look at the other optional fields, they are self explanatory, or little information popups is provided where necessary.
  4. Click the big Create Client button at the bottom to save the client.

Great stuff, next you have an option:

a) Configure document design, & add banking details & disclaimers

  1. Click on Settings in the top right hand corner (the gears icon)
  2. Click on the Disclaimers tab.
    1. Add at least a general disclaimer - the general disclaimer will be used if a specific disclaimer isn't set.  You can read more about disclaimer sets if you want, but this should do for now.
    2. Click Save Changes at the bottom.
  3. Click on the Banking Details tab.
    1. Add banking details.  Multiple sets of banking details can be created, but just add one set for now.
  4. Click on the Documents tab.
    1. Set your starting numbers if required.
    2. Add any additional business information, & upload your logo.  Then click on Regenerate Header to regenerate your document header.  Complete this process until you are satisfied, or contact us, and we'll help you.  Your header can be changed at any stage, and will reflect on all old documents, so you don't need to worry about this now.
    3. Click Save Changes at the bottom.
  5. That's it, navigate back to your Dashboard.


b) Create your first invoice

  1. Click on New Invoice at the Invoices section.
  2. Select the Client
  3. Under the Invoice Information section, please ensure the Invoice Date is correct.  Read more on Invoice Dates.
  4. Select if the Client should receive a copy via email at the Email To Client option.
  5. Under Invoice Products, add line items as required - these items are automatically saved for future quick selection functionality.
  6. Optionally Mark the invoice as Paid, & assign a payment if required.  Note that just by ticking the Mark as Paid box, does NOT automatically create a payment under this clients account.  Read more about how payments work.
  7. Click Create Invoice at the bottom.

That's it, congratulations, you're on your way to better invoicing.  Next you might want to read through the various pages under The System in our support site.  We promise you it would be worth it!

Updated: Mon, 22 August 2016