FAQs.

Frequently Asked Questions

General Questions

I forgot my login details, how can I reset them?

If you registered for 1ClickBusiness with your Gmail or Facebook account, you can login only with those access details - so if you forgot your Gmail or Facebook credentials, you will have to reset your access on those sites. If you registered with ‘manual registration’ you can reset your password on this link Reset Password. We will send you an email (to your registered email address) and let you know what the next steps are.

How do I setup my own user preferences?

Go to the Settings area, where you will find tabs for >> My Account, Business settings, Proposals, Invoicing, E-Payment Gateways and Tax. Note: If you are new to 1ClickBusiness.Com, before you get started, we suggest you take the first few moments to setup your preferences.

What happens when my free trial period expires?

After your free trial period expires, you have to buy one of our packages, the Standard or the Professional. After the purchase, you can continue working in 1ClickBusiness, and you don’t have to upload your items and data again.

If I pay the monthly fee can I get free support when I have problem?

Yes, if you have any questions or problems for which you haven’t found an answer in the FAQs, we are there to help you via email - just go to the Support page and contact us. Our support will answer all of your problems within 72 working hours if you are Standard user, and within 24 working hours if you are Professional user.

Can I cancel my account without further obligations?

Yes, your account can be cancelled at any time by visiting Settings >> My Account >> Cancel Account page. Please take a moment to let us know the reason for your cancellation, or before doing so, contact our support team to help you with any difficulties you are experiencing. Note: refer to our Terms of Service for further information on account cancellation terms.

Security

Is my data secure when stored in the site?

Yes, we are using Secure Sockets Layer (SSL) protocol encryption and we hold all content and data as strictly confidential, for further information please refer to our Terms of Service.

Is my Credit Card information securely stored in the site?

We are using Authorize.Net as a Payment Gateway, and we do not directly store your card information. Authorize.Net is one of the world’s leading Payment Gateway providers, it brings a complex infrastructure to securely communicate with the appropriate financial institutions for processing transactions, and so we have confidence that this is a very secured way to process credit card payments.

Staff

Can I invite people (e.g. colleagues, friends) to join my business group?

Yes, you can invite users from the Settings >> Business Settings >> Staff page. People that are invited will be sent an email with a link to your account. Note: people you invite will be able to use functionality but will not be allowed to make changes to your account settings.

How many people can I invite?

If you are Standard Service user you can invite only one person, with Professional Service there is no limitation for invitations.

I don’t want to let my staff members access my company data. What can I do?

In that case, you can simply change your staff member’s status to “Inactive”, so they won’t be able to see your company data. Please visit Settings >> Business Settings >> Staff page for this action.

Proposals

Do you have a user guide or help hints for creating Proposals?

Yes, you will find sample text in the data cells, hint boxes, and easy add/remove buttons that guide you through the building process for your proposal. The preview button will help you decide if you are ready with your work before you save, print or send it by email.

If I add an Item on my Proposals once, do I have to type it again next time?

No, once you type in the item field into the Proposals (or Invoices) it will be saved as item master data and shown in a list when you start typing the first letter characters.

How does the "Description" area work?

The default Description text can be added to items and modified in the Description field of the Items section of the Proposals or Invoices modules. You can choose whether the default Description should be added to the Proposals / Invoices automatically or not by clicking the checkbox. If you choose yes, you can modify the description in any given Proposal / Invoice while you create it.

Can I manually set the series number for my proposals?

No, the serial numbers have been set to make sure that your document reference numbers do not conflict with each other.

How can I change the look of my final Proposals documents?

When creating a new document, you can choose from one of the standard templates found in the drop down menu at bottom left corner of page. In the Standard Services you can choose between 3 templates, and 5 more in our Professional Services. The chosen format of your Proposal can be viewed with the “Preview” button, or by creating a “PDF” version which can be saved to your local hard drive, or printed. Note: More additional templates are available in our Professional Service/Pack.

What happens when I press the "Send" button?

Once your document is ready to send, simply click on the 'Send' button to email your invoice directly to your clients' address. They will receive an elegant cover page in their inbox, with a notification that an invoice has been sent by you. Clients can follow the link to view your document, pay or dispute it, or request additional information by sending you a message with the in-app instant messaging. Note: Be sure that your customer contact email address is correct and up to date in your Clients area - your business system does not receive reply email notifications.

How can I print Proposals?

First you have to save your document to pdf using "PDF" button, then you can print the proposal from any pdf-reader application (e.g. Adobe Acrobat is a free download) as you would do using a standard word processor like MS Word. Note: We have included a printer-friendly version for printing your invoice, which is a rich text format only and does not display the billing templates.

Can I manually set the status of a Proposal?

No, you cannot normally set the statuses manually; the change of statuses is driven by certain customer actions (e.g. Viewed, Accepted, Rejected, etc.).

Can I customize my proposals?

Yes, but only if you purchase our Professional Service. With the Professional Service, you will be able to create Professional Services Proposals, which look more professional and which allows you to customize your proposal labels too (it helps you to create more persuasive professional proposals).

Invoices

What are the status notes used for?

To help you keep track of your work, we have created an intuitive color coding for the status of your billed items. These include New, Outstanding, Void, Overdue, Viewed, Paid & Printed. The list will make it easier for you to know what's happening with your invoices.

How can I modify the tax values?

In the Items table we have two different tax value columns. You can select tax rates and add new taxes from the Settings >>Tax. The taxes set to items will be automatically added to Proposals / Invoices when selecting the item, and they can also be changed anytime.

In my region we have 3 different tax rates, how do I deal with this?

You can enter all the different tax rates applicable in your country / region as master data on the Settings >>Tax, where you set the taxes to items in the Items area of the Proposals or Invoices The taxes set to items will be automatically allocated to Proposals / Invoices when selecting the item. Note: these settings can be changed at any time.

How can I change the look of my final Invoice documents?

When creating a new document, you can choose between standard templates from the drop down menu at bottom left corner of page. In the Standard Services you can choose between 3 templates, and 5 more in our Professional Services. The chosen format of your Invoice can be viewed with the “Preview” button, or by creating a “PDF” version which can be saved to your local hard drive, or printed. Note: Additional templates are available in our Professional Services.

How do I view a PDF file, and can I preview a document before sending?

Click on the “PDF” button when creating or managing documents - in Proposals and Invoices modules, a .pdf version of your document will be created automatically. Or before saving or sending, you can quickly preview your document by clicking on the Preview button. Note: you will need to have Adobe Acrobat Reader installed on your device to view pdf files.

Can I manually set the payment status of my invoices?

Yes, go to the Manage Invoice sections, where you can see the Action column. In this column you will be able to set your payments status manually to paid or unpaid. Note: this action can be used if payment cannot be tracked electronically, for example your customer pays your bill in cash.

What happens when I press the "Send" button?

Once your document is ready to send, simply click on the 'Send' button to email your Invoice directly to your clients' address set in the Clients master data page. They will receive an elegant cover page in their inbox, with a notification that an Invoice has been sent by you. Clients can follow the link to view your document, accept it, or dispute items by sending you a message with the in-app instant messaging. Note: Be sure that your customer contact email address is correct and up to date in your Clients area - your business system does not receive reply email notifications.

Is it possible to edit my invoice after it has been sent?

Yes, just go to the Manage Invoices page, and click on the “Edit” icon in action button column menu. Note: be sure to save your revised document before you exit the page.

Can I delete an invoice after it has been sent or paid?

No, it not possible to delete an invoice after it has been sent or paid. You can create and send a credit note which eliminates the financial effect of the invoice. Note: if an invoice has been paid, this action will result in an accounting item that should be discussed with your accountant or financial advisor.

How do I create a credit note for an incorrectly billed item?

Go to the Manage Invoices page and find the invoice you need to void. Look for the "Void" icon in the Action (Column) Menu. Clicking on this icon will automatically create a credit note (a negative invoice amount) for the invoice number, extended with a serial C. Once you have finished completing the document, send it to your business contact with the "Send" button.

Can I export my invoices?

Yes, you can, but only in our Professional services. In that case, you can export your invoices into IIF (QuickBooks’s format) or QIF (Quicken’s format).

Commonly, I have to do ongoing invoices to my same clients. Is there any way to ease my task with 1Click?

Yes, it is possible to make recurring invoices in 1ClickBusiness, but only for the Professional Service users. In that case, you will be able to set recurring invoices for your customers. You can manage your recurring invoices payments due, reminder, action or start and end time.

Payments

If my customer pays an invoice by credit card, do I see the transaction immediately?

Yes, after the credit card payment, the status of the invoice will change automatically to “Paid”. Note: You will need to have a PayPal (or Authorize.Net) account already setup.

What type of payment methods can I use in 1Click?

You can choose from 3 different payment methods: PayPal, Authorize.net and/or Skrill.

Charts

How many types of charts can I create?

You can create 4 different types of charts in our Standard Service, plus 4 other charts in our Professional Service.

Is it possible to export my charts?

Yes, it is. If you are our Professional Service user, you can export all of your charts into PNG, JPEG, PDF or SVG formats.

Reports

What type of reports can I make?

You can create reports from your proposals, invoices and payments. In our Standard Service you can create 5 types of reports, while with our Professional Service you will able to create 8 type of reports.

How can I create a report?

Firstly, go to the Reports section and choose among the available type reports (proposals, invoices, payments). After the choice, set the filter options and click on the Create Report. Of course, you can download your reports.

In which format can I download my reports?

You can download your reports in Excel or CSV file.

Can I make any new type of reports?

No, you can’t, but 1ClickBusiness team provides all of the most used reports for the users.