My Account

From My Account | Account Details | Edit Account Details, you can make changes in company or administrator information. You can also specify whether or not you'd like your company to be included on the list of AcuInvoice users that appears on the AcuInvoice homepage. Click “Save Settings” to keep the changes.

To change your password, you must type your old one, new one, and confirm the new password. Click “Save Settings.”

Only the original user who registers the account can be the administrator. The administrator has full control over all aspects of the account.

Additional users can be added, edited, and deleted by the administrator. This is useful if multiple people within the company need to be able to access your AcuInvoice account to add clients and create invoices.

To create a new user, you'll need their full name, email address, a username, and a password. You can always go back and edit these details later.

To delete a single user, click the trashcan icon next to their name in User Management. For multiple users, check the boxes next to the users you wish to delete and click “Delete Users.” Note: The administrator cannot be deleted, only modified.

From My Account | Account Details, click “Edit Billing Information” and enter the necessary information. This process takes place over a secure connection.

AcuInvoice has several subscription plans available. To upgrade your account and take advantage of the additional features available with larger plans, simply choose a plan, enter your payment information, and confirm. Need a plan not shown in the chart? Contact AcuInvoice and we'll design a custom plan for you. Note: the difference in subscription prices will be prorated for the remainder of the billing cycle in which you perform the upgrade.

If you feel a smaller subscription plan would better suit your company, you can perform a downgrade your account in the same manner as an upgrade. Note: your account will retain the same features for the remainder of the current billing cycle, and will convert to the new subscription plan on the first day of the next cycle.

If you're certain you'd like to cancel your AcuInvoice account, navigate to My Account | My Subscription and click “Cancel My Account.” Please note that:

• Upon cancellation, all data in your account will be permanently and irreversibly deleted.
• All open invoices will be deleted and customers will not be able to remit payment through AcuInvoice.
• If you have data you would like to save, you should export it through the reports tab prior to canceling this account.
• If you are moving to one of the competitors via the API import/export scripts, please confirm that your data has been successfully transferred prior to closing this account.

These options are available by navigating to My Account | Invoice Design.

If you'd like to use a logo other than the default AcuInvoice logo, you may do so by uploading your own. This logo will appear on all invoices and client summaries.

Note: maximum file size is 1024 KB, and maximum image width and height is 180 x 68 pixels. Images may not be animated, and larger images will be resized to fit.

The color scheme that appears on all invoices can also be customized; for example, to match a company logo. You can choose custom colors for invoice borders, table headers, and table rows by selecting colors from the color palette. When you're finished, click preview to view the changes before saving them.

CSS (Cascading Style Sheets) is a stylesheet language that allows you to have greater control over the presentation of a document or webpage. If you like, you can create and upload you own CSS for custom invoices. This option is primarily recommended for our tech-savvy users. Note: please download our CSS example first, found on the My Account | Invoice Design page.

Creating email templates is another way to customize the messages your clients receive from you. From My Account | Email Templates, select the template you'd like to modify. When you're done, you may preview the template and save it. Notes:

1. Be careful when modifying the tags used in email templates. These are designed to automatically insert your company name, for example, or the link to the invoice being sent. Deletion of a tag could cause a client to be unable to access their invoice.

1. The default AcuInvoice email templates have been designed to minimize the likelihood of your messages getting labeled as spam. You may certainly customize these templates, but please note the following suggestions in order to avoid language that might be indicative of bulk email:

• Avoid ALL CAPS.
• Avoid buzzwords such as “free,” “pay”, “bill” and “invoice”.
• Be brief.
• Avoid unnecessary punctuation !*&@!!!!
• If you discover that your messages are ultimately being filtered as spam, you can always restore the messages to their default settings.

If you would like to use PayPal, Authorize.net, 2Checkout.com, Amazon Payments, or Google Checkout with your AcuInvoice account, navigate to My Account | Payment Gateways to enable the appropriate gateway. Check the box next to the gateway(s) you wish to enable, enter any account information associated with the gateway, and click “Save Settings.” When you send an invoice, you may choose which enabled gateways clients can use to make payment. Specific notes on each of the payment gateways can be found below.

AcuInvoice requires that your PayPal account have auto-return set to off. To check your auto-return settings, login to your PayPal account and click on My Account | Profile | Website Payment Preferences to view your auto-return settings. Be sure to use the primary email address that is associated with the PayPal account.

Your Authorize.net API login ID and transaction key aren't easily located from within your Authorize.net account. To find this information, login to your Authorize.net account and click on Account. In the area labeled Security Setting, you will see a link for your API login ID and transaction key. The API login ID is provided, but you will have to answer an Authorize.net security question to view your transaction key.

After enabling your 2Checkout account, login to your 2Checkout account at https://www2.2checkout.com/2co/login and make sure your account is properly configured. In your account:

1. Set direct return to yes.
2. Specify https://your-acuinvoice-id.acuinvoice.com/index.php as the thank you URL.

After setting up your account, you should complete a test purchase prior to sending invoices to your clients. To test your 2Checkout account, send yourself a test invoice and pay it. Following the completion of the transaction, check in your AcuInvoice account to confirm that the payment has been properly recorded and that your invoice has been converted into a closed state.

To enable your Amazon Payments account in AcuInvoice, you will need to retrieve your Access Key ID and Secret Access Key from your Amazon Web Services account. To access this information, login to your AWS account, click on the button that says “Your Web Services Account” and select AWS Access Identifiers to view your Access Key and Secret Access Key.

To configure your AcuInvoice account for Google Checkout, you will need a Google Checkout merchant ID number and a merchant key. Once you have successfully created a Google Checkout merchant account, you can locate your merchant ID by logging into your account at https://checkout.google.com and clicking on the Settings tab, then clicking on Integration in the left hand menu. Your merchant ID number and merchant key will be shown on the right hand side of the screen.