Invoice 360 Enterprise - Frequently Asked Questions


1. What can I do if I am unable to start my server?

2. What can I do if I cannot connect Invoice 360 to the cloud server?

3. Despite turning off the Firewall, I am still unable to connect Invoice 360 to the cloud server.

4. How do I reset the server so that I can transfer data from Invoice 360 again?

5. How do I backup or initialize my Invoice 360 Enterprise Cloud Sync Server data?

6. How do I restore from my Invoice 360 Enterprise Cloud Sync Server backup?

7. How do I know whether I have successfully synced Invoice 360 with Invoice 360 Enterprise Cloud Sync Server?

8. How can I import my data into Excel for analysis and reporting purposes?

9. How can I keep the Server running while using my device for other tasks?

10. What does BYOC means and why is it important?

11. Where can I download previous versions of Invoice 360 Enterprise?

12. How do I start afresh with Invoice 360 Enterprise?


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1. What can I do if I am unable to start my server?

The server requires Administrator rights to listen on a specific IP address. Before starting the server, remember to Right Click on the Invoice 360 Enterprise Server and select "Run as Administrator".

2. What can I do if I cannot connect Invoice 360 to the cloud server?


Turn off the Windows Firewall for your Private network temporarily

To see if the problem is caused by the Windows Firewall, you can turn off firewall temporarily on your private network.

On the PC/device running your Invoice 360 Enterprise Cloud Sync Server, launch “Windows Firewall” from the search bar (or Cortana Ask Me Anything) and click on “Turn Windows Firewall on or off”. In the “Private network settings”, select “Turn off Windows Firewall”. Please make sure that you are turning off the Firewall for your private network only.



Now go to the device running Invoice 360, launch Microsoft Edge and enter the server address (IP address and port number e.g. http://192.168.0.11:8571) again. This allows you to access the server outside of Invoice 360. If you see the following screen, it means the problem is related to the Firewall.



Now, turn on the Firewall, restart the PC and Invoice 360 Enterprise. The Inbound Firewall connections are enabled automatically by Invoice 360 Enterprise. Try connecting Invoice 360 again. If the issue does not go away, please contact us.

5. How do I backup or initialize my Invoice 360 Enterprise Cloud Sync Server data?



The “Backup” menu item as shown above enables you to back up the Invoice 360 Enterprise database to a specified folder.

If you have created a lot of demo data for testing, you can use the “Reset” function to clear the entire server database. This will enable you to start the database from fresh without removing the records individually.

Note
Invoice 360 Enterprise Cloud Sync Server periodically back up the data files into the “AutoBackup” subfolder for you automatically.

6. How do I restore from my Invoice 360 Enterprise Cloud Sync Server backup?

Please note that once you restore a backup in the Invoice 360 Enterprise Cloud Sync server, all the client apps (Invoice 360) will need to bootstrap ("Cloud Sync -> Transfer data from Cloud") their data from the Server again to ensure data consistency.

a. Uninstall Invoice 360 from all your devices.

b. Launch Invoice 360 Enterprise Cloud Sync Server. Click on “Maintenance->Restore” and select the folder containing your back up.



c. Install Invoice 360 on your devices and set it up with "Cloud Sync->Transfer data from Cloud". After the app bootstraps, you are ready to use Invoice 360 Enterprise.

7. How do I know whether I have successfully synced Invoice 360 with Invoice 360 Enterprise Cloud Sync Server?

Every time you made a change to the invoice or to any other records, it would be saved to your app local database. The changes would also be automatically pushed to the server. If a network connection is not available, the “push” operations will be cached locally until a connection is available.

The app does not specifically prompt you when a “push” to the server has failed. This is to ensure seamless use of the app. It does, however, keep track of the number of outstanding operations to be synced with the server. You can check the number of outstanding operations in the app bar “Sync” button. For example, if you see “Sync (10)”, it means you have 10 outstanding operations to be synced with the server.

A two-way sync is triggered when you click on the “Sync” button. This means besides pushing data to the server, the data that is updated by other devices to the server is also downloaded to your device.

8. How can I export my data into Excel for analysis and reporting purposes?

You can launch Invoice 360, go to "History" screen and tap on the “Statements” button in the app bar. This will allow you to export data into “.csv” files which you can easily open in Microsoft Excel for analysis. We recommend that you perform a Sync to ensure that you have all the latest data from the cloud server before you perform the export.

9. How can I keep the Server running while using my device for other tasks?

You can click on the Minimize button in Invoice 360 Enterprise Cloud Sync Server. This will minimize the server to the Windows System Tray. Please ensure that the server is started before minimizing it so that the syncing process can be carried out.



When you want to shut down the server, you can click on “Show hidden icons” (the up-arrow icon as shown below) in Windows Task bar, double click on the Invoice 360 Enterprise icon, and click on the “Stop Server” button.

10. What does BYOC means and why is it important?

Invoice 360 Enterprise is developed based on the “Bring Your Own Cloud” (BYOC) vision. Basically this allows you or your company to have the flexibility to run the cloud server on a public cloud hosted by us, on your own cloud (with Microsoft Azure), or on a self-hosted cloud in a Windows Desktop Executable (Invoice 360 Enterprise).

11. Where can I download previous versions of Invoice 360 Enterprise?

11. How do I start afresh with Invoice 360 Enterprise?

Click on "Invoice 360 Enterprise Cloud Sync Server -> Maintenance -> Reset". Select "Yes", when prompted to backup the database. Next, click on "Start Server" and wait for the Cloud Server to be started completely. Launch Invoice 360, go to the "Settings" screen, and click on the "Reset" button. This will revert Invoice 360 to the standalone mode, running it on a local database. Next, you can setup Invoice 360 with the necessary data and settings. When you are ready, you can click on "Cloud Sync -> Transfer data to Cloud". After the transfer, Invoice 360 will Sync data with Invoice 360 Enterprise.