How to create first Invoice?

Step 1 : Log in

Enter the email address or username you used during registration.
Type in the password you created when signing up.

Step 2: Setup Your Bussiness

first step of a business setup process for a service called Invoicera. Here's an explanation of the
Business Name: The legal name of your business.
Business Industry: The industry your business operates in (e.g., retail, services, manufacturing).
Business Address: Your business's official address.
Country: The country where your business is located.
Time Zone: The time zone in which your business operates.
Date Format: The preferred date format for invoicing and other documents (e.g., MM/DD/YYYY or DD/MM/YYYY).
Currency: The currency your business will use for transactions.

After filling in all the required fields, the user clicks the orange Next button (4).

Step 3 : Setup Your Account

where the user can customize their invoicing experience by selecting the features they need. Here's an explanation of the options:
1.Invoicing (Checked by default): Allows the user to create, customize, and manage invoices using professional templates. Ensures timely payments with automated reminders.
2.Expenses: Enables the user to track and manage business expenses with categories and receipt attachments for better accuracy.
3.Purchase Orders: Helps streamline procurement processes by managing purchase orders with detailed item and pricing information.
4.Estimates / Quotes: Allows for quick generation of professional estimates and quotes, which can be easily converted into invoices. Useful for winning more business with detailed proposals.
5.Auto Bill / Subscription: Automates recurring billing for customer details, products, and billing frequency. Ensures timely cash flow management for recurring services.
6.Credit Note: Facilitates correcting invoicing errors or issuing refunds. Helps manage financial adjustments and records.
7. Projects & Time Tracking: Enables users to manage projects and track time effectively with comprehensive tools, improving productivity and resource management.

After selecting the desired tools, the user can click the Next button (5) to proceed further in the account setup process.

Step 4: Received confirmation pop up.

The message confirms the successful completion of the account setup and welcomes the user to the platform.

Step 5 : Click on "Create Your First Invoice".

Here's a step-by-step explanation of how to complete it:
Invoice Title: Enter a title or description for the invoice in the top left text box.
Invoice Number: Automatically generated as "INV-100" on the right. You can edit it if necessary.
Invoice Date: Automatically set to the current date (2024-10-22). You can change it using the calendar icon.
Select/Add Customer: Use the dropdown to select an existing customer or add a new one by typing in the field.
Product/Service Details:
- Product/Service: Choose the item or service from the dropdown.
- Description: Provide details about the product/service.
Unit Cost: Enter the price per unit.
Quantity: Specify how many units are being invoiced.
Discount: If applicable, input a percentage discount.
Tax 1 and Tax 2: Select any taxes applicable to the invoice.
Price: Automatically calculated based on the unit cost, quantity, discount, and tax.
Subtotal, Total, and Net Balance: These are automatically calculated based on the products/services added.
Payment Collection: Set payment terms and due dates for the invoice. You can click the calendar icon to choose a due date.
Manage Payment Methods: Click this link to add or edit available payment methods (e.g., bank transfer, credit card).
Other Options:
- Allow Partial Payment: Enable partial payments if desired.
- Add Late Fee: Specify any late fees to be applied if payment is overdue.
- Add PO Number: Include a purchase order number if needed.
- Schedule Invoice: Send the invoice on a specific date.
- Add Invoice Notes: Include additional notes relevant to the invoice.
- Payment Gateway Options: Add any payment-specific details (like credit card info or other notes).
Save or Send:
- Save and Continue: Save the invoice and continue editing later.
- Send: Immediately send the invoice to the customer.

How to add first Client?

when you create first invoice then you will able to create new client to your invoice system. Here are the steps to complete it:

Business Name: Enter the name of the business you are invoicing in the "Business Name" field.
Client Name: Fill in the name of the client or person from the business you're working with.
Industry: Optionally, select the industry the client’s business operates in from the dropdown menu.
Business Email: Input the client’s business email for communication and to send the invoice.
Business Phone: Add the client’s phone number, starting with the correct country code.
Add Additional Information (Optional):
- If you want to add more information about the client (e.g., address, website), check this box, and additional fields will appear.
Add Tax Information (Optional):
- If the client needs to include tax details (like VAT or GST), check this box to provide the necessary fields for tax information.
Save: Once all required information is entered, click the orange Save* button at the bottom to add the client to your system.

By saving this information, the client will be available to select for future invoices.

How to Add first Product/Service

when you create first invoice then you will able to add a first product or service for an invoice. Here are the steps to complete this form:
Select between Products or Services:
- At the top, you can choose whether you're adding a Product (default) or a Service by selecting the appropriate tab.
Product/Service Name:
- Enter the name of the product or service you're invoicing for in the "Product Name" field.
Quantity:
- Specify the quantity of the product or service being sold. The default is set to "1."
Unit Cost:
- Enter the cost per unit of the product or service.
Product Description* (optional):
- Add any additional details or descriptions about the product or service.
Apply Taxes(optional):
- Check this box if taxes are applicable to the product or service. Additional tax fields will appear once selected.
Save:
- Once all the required information is entered, click the Save button at the bottom to add the product or service to the invoice.
This will add the product or service to your invoice, allowing you to calculate totals and complete the billing process.

if you want to add service then click on Service tab and fill information and click on Save button then service will be added.

Back to Onboarding Document

Updated on: 23/10/2024