Articles on: SETTINGS

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 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: Fill out your Country name, Timezone, Currency Format and Date Format.





Step 9: Click on update button after selecting fields.

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

Updated on: 26/07/2024

Was this article helpful?

Share your feedback

Cancel

Thank you!