Sometimes you need to send some files for reference along with your Estimates/Invoices. To attach a file, Preview an Estimate and there you will find a ‘Mail Attachment’ button on Estimate Preview page at the bottom. Click on ‘Mail Attachment’ button. You will be redirected to a page from where you can attach any file [...]

To speed up the process of creating an invoice, Invoicera provides you a feature to convert an Estimate into an Invoice. Preview an Estimate which you want to convert into Invoice. Click on ‘Convert to Invoice’ button located at the right most top corner of the page. This will open the ‘Create Invoice’ page with [...]

You can save Clients, Staff, Invoices, Estimates, Products, Services and Expenses on your system by following given steps below: 1. Click on the ‘Settings’ link on the top of your Invoicera Account 2. In sub-navigation, click on ‘General Preferences’ and then click on Backup. 3. There you will find a Backup category: Select a category [...]