First day on Invoicera, wondering where to start.
Welcome to Invoicera!
Here is a quick guide, how to get started Invoicing with your Invoicera account:
Step 1 : Login to your Invoicera Account
Step 2 : Customize your Account: Click on the “Settings” link at the top right hand corner of your page.Now, it is time to customize your Invoicera Account!
Step 3: You can easily use the “Settings” tab as shown above for customizing and setting up your Invoicera Account. Step 4: Click on My Account
Step 5: . Click on Edit profile to customize your profile.
Step 6: Fill out your Company Profile. Information like Company Name and Address will appear on your invoices while Company Type, Profession, and Timezone will not.
Step 7: Click on Settings and then Click on General Preferences
Step 8: Click on save button after selecting fields.
Step 9: You can upload a Logo of your Company to be displayed on your invoices. This will give a professional look to your invoices.We give you an option to upload more than 1 company Logos.
Now you can consider creating your first client, first Invoice.
In case you want to accept online payments, you can integrate payment gateways with your Invoicera account
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 14 December 2015
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