With our paid plans, you can add maximum of 5 staff members but if you want to add more than 5 staff members, you need to pay extra for that. Our plan for adding additional staff starts from $20 for 15 additional staff members.

Yes, you can view invoices/estimates by any particular staff members by: Navigate to Staff Management Page. Preview staff member details of which you want to view invoice/estimate created by him Click on ‘Invoices/Estimates’ created by this Staff’ under quick links section on ‘Staff Details’ page.

To remove allocated client to a staff member you need to follow the steps given below: Go to ‘Staff Management’ page Edit the required staff member details. On Edit Staff Page, Select the client which you want to remove from ‘Clients Allocated’ section Click ‘ Left arrow’ button. Then client will be moved back to [...]

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 [...]