How to add other businesses on Invoicera account?

How to add other businesses on Invoicera account?

 

You can add other business on Invoicera Account by following these simple steps :-

 

  1. Login to your Invoicera Account.
  2. Click on Settings
  3. Click on My Account.

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  1. My Account Page will be open
  2. Go down to the Page and copy unique Account No.


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  1. Now Login to other business invoicera Account.
  2. Click on people option
  3. Click on Add Client option

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  1. Click on I Know Client’s Account#
  2. Field will be open , Enter Account no. here
  3. Click on Load Client Data
  4. All the informations related to entered Account No. will be shown to the respected fields

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  1. Go down to the page and click on Save button .
  2. Other Business Account will be added successfully.

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In case the article was not able to help you with your queries, please click here to raise a support ticket to our Customer Delight Team.

Posted by Invoicera Support on 24 December 2015

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