Unfortunately, some emails do end up as spam in a user’s email Inbox. The best way to fix this would be to simply ask your client to put your email address (that you have provided to Invoicera) into their “safe” list to ensure that your messages will not be marked as spam.

This is a common issue for multiple Invoicing applications and generally requires either the client to switch off their SPAM engine (not recommended) or the above alternative.

1. Click on the ‘Settings’ link on the top of your Invoicera Account
2. In sub-navigation, click on ‘My account’ and then click on ‘Logo & Images’.
3. There you will find an option to add Company Logo, Application Logo and Specimen Signature:
4. Select browse button to upload your Company Logo, Application Logo and Specimen Signature saved in your system
5. Once done, click on ‘Save’ button and whenever you will create an Invoice, your company logo and signature will be added automatically.

1. Navigate to ‘Items’ tab.
2. In the sub-navigation, click on the ‘Add Product’ link.
3. You will now be redirected to a page where you can add any Item as per your requirements.
4. Fill the required details in the given fields.
5. Once you are done, Click on the ’Save button.

You can now add an Item to an Invoice by selecting an item from drop down list of ‘Product/Service’ while creating an Invoice

1. Navigate to ‘Client Management’ Page.
2. Preview the client details for which you want to add credit to his account.
3. Click on ‘Add Credit’   under ‘Quick Links’ section on ‘Client Review’ page.
4. Enter the required details in the fields and once done click on ‘Save’ Button

1. You could get your expert XHTML Designer to use our ‘Customize my Template’ feature such that your Invoices appear are per your requirement.
2. You could alternatively allow Invoicera to do the same, for a flat charge of USD 499/- (Drop in an email to Invoicera Support at support@invoicera.com)

In case you would like to try this (‘Customize my Template’ feature) yourself for free, you could follow the steps given below:

1. Navigate to Settings > General Prefrences > Template Customization
2. Click on ‘Add New Template’ Button
3. Make desired changes in the XHTML / Design mode, as per your requirement for your Invoice
4. Click on ‘Save’ Button

Now, you could use this ‘customized’ template while view / creating any of your Invoices.

1. Clicking on the Settings link on the top right of your Invoicera account.
2. In the sub-navigation, click on the Payment Gateways link.
3. Select the payment gateway(s) which you want to activate by clicking the Active or In-active radio button.
4. Depending on which payment gateway you have signed up with, you will need to enter Username/Login Id/Token No./Transaction key etc and password to enable your required payment gateway.

- Confirm with your client: Make sure that your client has entered their credit card details correctly

- Contact your online payment gateway: Contact your payment gateway and make sure you have the complete information about the transaction failure including the error message. More often than not, your payment gateway will be able to solve any transactional problems which you have faced..

- Contact Invoicera: To report an online transaction failure, you can contact us with a screenshot of the error message and the Invoice number you are having trouble with.