Yes, you add credit to any of your client’s account by: 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 [...]

There might be some reasons for transaction failure: there could be a problem with the credit card used to pay the Invoice, your online payment gateway settings, your merchant account, or anything else. Here is a list of actions you need to take when an online transaction fails in your Invoicera account: – Confirm with [...]

Invoicera is integrated with 20 global payment gateways. This will let your clients pay through PayPal, Authorize.net, Google Checkout and various other popular online payment gateways giving a you convenient option.

Rather than adding clients one by one, you can import clients list from excel file. For importing clients, Click on ‘Import Clients’ button located on the ‘Add/Edit Client’ Page. Select ‘browse’ button to upload your Clients from excel sheet saved in your system. While uploading an .XLS sheet, you must follow the same format provided [...]

Yes, you can easily export the following data to an excel sheet: Invoices, Clients, Items, Estimates, Expenses, Staff, Payment, Time Tracking Timesheet and Currency.

You can easily add Shipping Address of a client by : Checking the ‘Shipping / Delivery Address’ Check box which you will find on Add/Edit Client Page. A new box will open with three fields in which you need to fill the required information.

Invoicera provides flexibility to add additional contact information for a client. For this, you need to: 1. Click on the ‘Additional Contact’ button on Add/Edit Client Page. 2. A new box will open with two fields named as clients and business e-mail in which you need to enter the details.

You can set your own exchange rate for your client if you want to change automatic exchange rate setup by the system. To set your own exchange rate, follow the given steps below: 1. Click on the link given ‘Let me set my Own Exchange Rate’ on Add Client page. 2. A box will open [...]

Yes! You can import the Clients, Items and Expenses into your Invoicera account. Also, with Invoicera integration with Basecamp, it would allow you to quickly import Clients, Projects and Staff from your Basecamp account and instantly create an Invoice for the respective Client and Project.