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 :-
- Login to your Invoicera Account.
- Click on Settings
- Click on My Account.
- My Account Page will be open
- Go down to the Page and copy unique Account No.
- Now Login to other business invoicera Account.
- Click on people option
- Click on Add Client option
- Click on I Know Client’s Account#
- Field will be open , Enter Account no. here
- Click on Load Client Data
- All the informations related to entered Account No. will be shown to the respected fields
- Go down to the page and click on Save button .
- Other Business Account will be added successfully.
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.
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Posted by Invoicera Support on 24 December 2015
Tags: invoicera for business
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