> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://support.invoicera.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Create Vendor: -New Design Please find below the detailed steps of creating a Client in your Invoicera Account ### Steps to Invite and Onboard a Vendor 1. Log in to the application using valid credentials. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_3lckd2.png) 2. From the left-side navigation panel, navigate to **Contacts** > **Vendors**. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1c37umf.png) 3. Click the **New Vendor** button. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1e3xw7t.png) 4. Enter the required vendor details: * Business Name * Vendor Name * Business Email ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_bvo1fz.png) 5. Click the **Save** button. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1rvedyl.png) 6. A **Send Invitation Email** confirmation pop-up will appear. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_4ilfgz.png) 7. Click **Send** to send the invitation email to the vendor. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_xzb4ts.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_13hr0ha.png) 8. Navigate to the vendor's email inbox, open the invitation email, and click the **Invitation** link. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1b9rb64.png) 9. Click the **Accept Invitation** button. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_u1lw49.png) 10. Verify that the vendor invitation status remains **Pending** until the invitation is accepted. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_414qb6.png) 11. After accepting the invitation, you will be redirected to the **Vendor Sign Up** page. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_9b7cb6.png) 12. Enter the required account details: * First Name * Last Name * Email Address * Phone Number * Preferred Mode of Communication * Password ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1ru0n0q.png) 13. Click the **Create Your Account** button. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_h5t59l.png) 14. Verify that a verification email is sent to the vendor's registered email address. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1yrqd1z.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_u6sxsi.png) 15. Open the verification email and click the **Activate Your Account Now** button. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_qefch4.png) 16. You will be redirected to the **Business Setup** page. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1mo6c54.png) 17. Enter the required business details: * Business Name * Industry * Business Address ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_19ees54.png) 18. Under **Regional Settings**, verify or update the following details (these are auto-populated based on the user's IP address): * Country * Time Zone * Date Format * Currency ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1jridqh.png) 19. Click the **Next** button. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_5xx737.png) 20. You will be redirected to the **Select Modules** page. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_11hiayt.png) 21. Select the required Invoicera modules. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1e0w671.png) 22. Click the **Complete Setup** button. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_oycgyb.png) 23. Verify that you are redirected to the **All Done** milestone page displaying the **"Thank you for choosing Invoicera"** message. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_13n4mns.png) 24. From this page, you can choose to: * Schedule a free workshop. * View video guides. * Select a module from the dropdown menu to start using Invoicera. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1uoeo63.png) 25. If you do not wish to perform any of these actions, click the **Skip for Now** link. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1zaem6.png) 26. Verify that you are redirected to the **Dashboard** successfully. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_n6vmrp.png)