PayTraq Blog

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PayTraq Mobile POS Announcement

Our latest major release of PayTraq Mobile App now goes with a new Mobile POS feature, an easy way to create sales orders or bill your clients while you are on the go.

Whether you’re selling goods or services, you can use your mobile device to create a new sales order, proforma, invoice or receipt, then save it as a draft and get back to it later from your desktop version, or instantly finalize your sale by posting it and optionally sending it to your client by email. You can even add a new payment for your just created invoice or receipt.

The overall process is straightforward and similar to the shopping carts you use in Internet stores. Just put your items into the cart, proceed to checkout, and finalize your sale by selecting one of the options available.

There are a number of cases where this could be

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Posted in mobile, e-invoicing, PayTraq features, updates

PayTraq Direct - e-Invoice exchange service between PayTraq users

If both you and your client work with PayTraq, you can start using PayTraq Direct to automatically send your e-invoices directly to your client’s Purchase Inbox.

Up to this point, there have been several options for your clients to automate this process, such as:

  • Export an e-invoice from the online link and then import it as a new purchase document;
  • Automatically import an e-invoice from the online link;
  • Forward an invoice received by email to the PayTraq Inbox channel;

With PayTraq Direct, the e-invoice will be automatically delivered to your client’s purchase inbox and will be available for further processing as with the importing.

You can set up PayTraq Direct in just a few steps

On the client side

PayTraq Direct channel should be enabled in Purchase Inbox

On your side

Get your client’s Channel ID and use it to activate e-invoice sending option for this client

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Posted in e-invoicing, updates, PayTraq features

Invoice Design

Dear friends, we are very excited to share some great news with you!

We’ve recently added a customization option for your sales documents so now you can choose themes for your invoices, estimates, sales orders and pro forma invoices. From now on, your invoices will be the reflection of your mood!

We offer as many as five new themes. You can check them out in your My Company –> Sales/Purchases –> Document Templates settings using a specific document template (PDF Theme drop-down menu). Try them all and pick the one you like the most!

Let’s begin our journey through the themes.

Business

BUSINESS is a default theme. Conservative and austere, it says, "We’re a serious company". This theme can be used for any business activity.

Live

LIVE is all about colors and emotions. You don’t like boring bills and invoices? Add some color and cheer up your

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Posted in accounting, updates, e-invoicing

Purchase Inbox - A Place For All Your Incoming Bills, Invoices And Receipts

We’re excited to tell you about our new functionality designed to help you speed up incoming documents entering and processing, as well as simplify the process of compiling expense reports.

Purchase Inbox is a simple, fast and easy-to-use tool for entering your incoming documents in your accounting software. It is a place where all your incoming bills, invoices and receipts related to your business expenses automatically go to.

The files go to your Purchase Inbox through channels. Two channels are currently available, and you can start using them right now.

These are PayTraq Inbox – a dedicated email address for receiving incoming documents, and Dropbox channel (Dropbox is a popular cloud-based file storage).

We'll return to both channels detailed description below. Now let’s get back to the main Inbox idea.

Purchase Inbox works just like your personal email account, it will keep all incoming messages, received through any channel.

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Posted in PayTraq features, e-invoicing, purchasing