Help Center

Reset Your Password

For the Security purpose, we all have to deal with so many passwords these days. Every now and then we forget one of them - if you forget your YFobs password, there's an easy way of resetting your password.

Step 1: Submit a request for reset password.

As the first step, Go to the Forgot Password page and submit your YFobs email address.

Step 2: Check your inbox.

After successfully submitting your YFobs account email address, an email with temporary password will be sent to your email.

Step 3: Reset your password

After Submitting temporary password, you will be login into your account. On this page, you can see an option for reset or change your password.

Account detail

In order to make changes to your YFobs account details, simply navigate to the top left dropdown menu and select "My Profile"

On that page you'll see all sections:

In that section you'll be able to change your name, log-in email address, your address, postal code, city, state and country can be modified. You'll also be able to add business details as well as a VAT (Tax) number, License number, Business Address.

Billing

Coming Soon.

Upgrade or downgrade

If you are looking to upgrade or downgrade your YFobs subscription, please go to the Dashboard menu and select "Subscription".

You will be taken on a page where all types of subscription plans are listed. Click "Upgrade" or "Downgrade" below your preferred subscription plan.

Setting up your buisness

Setting up your Business requires 3 basic steps: Register on YFobs (email address and password), specifying your account subscription and information, and configuring your business name and type.

Step 1: Register Account

As the first step, please enter the name and email address you would like to associate your YFobs account with and specify a password of at least 6 characters.

Step 2: Subscription

After Submit your account details you will be asked to choose a subscription plan. If you're not sure about which plan suits your business best, please feel free to take a look at our Pricing page.

If you prefer to stay on the Free Plan during signup, simply Press "Free plan".

Step 3: Your business

As the last step before you can start invoicing, please enter the name of your business and your preferred business type.

Business Name: This is the name you would like your business to be referred to throughout your YFobs control panel.

Business Category: Choose your Business type from the options given to you.

Adding a buisness

Adding a new business to your YFobs account is simple. Go to the top left dropdown menu and select "Manage Business".

On that page you will see a Button as "Add New Business". Click on that button, you will be able to add a new business from there. You will need to just fill-up a simple form.

Editing business detail

To make changes to how your business information appears on invoices, estimates and bills, please navigate to Manage Business > Edit Business Information. On the following page you'll be able to edit the business details, such as the type of your business (organization or individual), your business name and address, business phone number, Tax Identification Number, custom invoice fields, notes, Logo and more.

Custom fields: Custom fields are used to display customized information about your business on invoices, estimates and bills. Custom field pairs will be displayed on statements below your company address.

Creating Invoices

To create an invoice, Open Dashboard and click the invoice button and after that you will see on top right corner "Create New Invoice" button on your Screen, simply hit that button".

You will then be taken to an empty invoice template, offering a multiple type of text field like Name, Product, invoice number, Due date and many more and numerical inputs such as GST, TDS etc.

Sending Invoices

There are two ways of sending an invoice:

Option 1: Sending it directly upon creation

Upon creating an invoice, your invoice save as draft. After your approval, you can send your invoice to your client by email directly.

Option 2: Sending it from the invoice page.

If you want to send an existing invoice, simply open Invoice tab and choose "any one invoice among all" from the listed invoice and afterwards send it to your client.

Creating recurring invoices

To create a recurring invoice, click the "Recurring Invoice" button on your Dashboard and Create "Invoice".

Just like when creating a regular invoice, you will then be taken to an empty invoice template. In addition to this, you'll see a recurring setting like start Date, Recurring Duration, and End recurring date.

If you want to create recurring invoice from an existing invoice, simply open Invoice tab on Dashboard and choose "any one invoice among all" from the listed invoice and afterwards you will see option as Convert to recurring invoice.

Exporting invoices

There are two different ways of exporting multiple invoices at once. You can download them as PDFs

Downloading invoices as PDFs: When downloading invoices as PDFs, please note that you won't be able to download all of your invoices at the click of a button. In order to download PDF invoices, please navigate to Invoices, check the checkbox next to each invoice you would like to download.

How to use estimates

Using YFobs, estimates are a way of creating and sending quotes to your clients. Set up an estimate just like you would set up the respective invoice, send it to your client, and wait for their approval. Once your client has accepted your estimate, You can convert it into an invoice for which your client can then make payment.

Creating estimates

To create an estimate, click the Estimates button on your Dashboard and Hit "New Estimate".

You will then be taken to an empty estimate template, offering a series of text and numerical inputs like Customer details, Product, Tax details and many more.

Sending estimates

There are two ways of sending an Estimate:

Option 1: Sending it directly upon creation

Upon creating an Estimation, your Estimation will be saved and you can send your estimates to your client by email directly.

Option 2: Sending it from the Estimates page.

If you want to send an existing estimate, simply open estimates tab and choose "any one estimate among all" from the listed estimate and afterwards send it to your client.

Converting estimates to invoices

To convert an estimate into invoice, click the "Estimates" button on your Dashboard.

You can see list of estimates on that page. Choose "any one Estimate among all" from the listed Estimates and afterwards you will see option as Convert to invoice.

Exporting estimates

There is a simple way of exporting estimates. You can download them as PDFs.

Downloading estimates as PDFs: When downloading estimates as PDFs, please note that you won't be able to download all of your estimates at the click of a button. In order to download PDF invoices, please navigate to Estimates, check the option next to each estimates you would like to download and simply hit option "export as PDF".

Adding Customers

To add a new customer, click the "Customer" button on your Dashboard and choose "Add New Customer".

You will then be taken to an empty customer template, offering a series of text fields such as Customer name, Email, Phone, Address, Business Number, Tax number and many more.

Import Customers

In order to Import bulk file your all of your customer in CSV format. Please navigate to Customer, on righthand corner you can find "Import" button, click the "Import" and upload your CSV file.

Adding taxes

Coming Soon.

Adding discounts

Coming soon.

Your dashboard

When logging in or signing up for an YFobs account, you'll first see your account dashboard. Here you'll be able to keep track of how your business is going, showing up-to-date statistics, Net income, Upcoming recurring invoice, overdue invoices, pending invoice and comparisons related to expenses, profits.

Generating reports

YFobs is capable of generating customizable reports for your business. In order to generate a report, please choose "Reports" from the left-hand sidebar menu on Dashboard. You will be taken to the Reports page, where an example of settings for your reports can be specified.

We'll go into these settings now:

Downloading reports:

You can download it. You can choose from the following file formats: PDF, XLS (Excel), CSV as well as you can print your report direct from there.

Adding vendors

To add a new vendor, click the "Vendors" button on your Dashboard and choose "Add New Vendor".

You will then be taken to an empty vendor template, offering a series of text fields such as Vendor name, Email, Phone, Address.

Import vendors

In order to Import bulk file your all of your vendors in CSV format. Please navigate to Vendor, on right-hand corner you can find "Import" button, click the "Import" and upload your CSV file.