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.

2. From the left-side navigation panel, navigate to Contacts > Vendors.

3. Click the New Vendor button.

4. Enter the required vendor details:

• Business Name
• Vendor Name
• Business Email

5. Click the Save button.

6. A Send Invitation Email confirmation pop-up will appear.

7. Click Send to send the invitation email to the vendor.

8. Navigate to the vendor's email inbox, open the invitation email, and click the Invitation link.

9. Click the Accept Invitation button.

10. Verify that the vendor invitation status remains Pending until the invitation is accepted.

11. After accepting the invitation, you will be redirected to the Vendor Sign Up page.

12. Enter the required account details:

    
    

13. • First Name
    • Last Name
    • Email Address
    • Phone Number
    • Preferred Mode of Communication
    • Password

13. Click the Create Your Account button.

14. Verify that a verification email is sent to the vendor's registered email address.

15. Open the verification email and click the Activate Your Account Now button.

16. You will be redirected to the Business Setup page.

17. Enter the required business details:

    
    

18. • Business Name
    • Industry
    • Business Address

18. Under Regional Settings, verify or update the following details (these are auto-populated based on the user's IP address):

    
    

19. • Country
    • Time Zone
    • Date Format
    • Currency

19. Click the Next button.

20. You will be redirected to the Select Modules page.

21. Select the required Invoicera modules.

22. Click the Complete Setup button.

23. Verify that you are redirected to the All Done milestone page displaying the "Thank you for choosing Invoicera" message.

24. From this page, you can choose to:

    
    

25. • Schedule a free workshop.
    • View video guides.
    • Select a module from the dropdown menu to start using Invoicera.

25. If you do not wish to perform any of these actions, click the Skip for Now link.

26. Verify that you are redirected to the Dashboard successfully.

Updated on: 17/07/2026