How to add other businesses on Invoicera account?

You can add other business on Invoicera Account by following these simple steps :



Step 1 : Login to your Invoicera Account.

Step 2 : Click on Settings

Step 3 : Click on My Account Go to Profile.

Step 4 : My Account Page will be open

Step 5 : Go down to the Page and copy unique Account No.

Step 6 : Now Login to other business invoicera Account.

Step 7 : Click on people option

Step 8 : Click on Add Client option

Step 9 : Click on I Know Client’s Account#

Step 10 : Field will be open , Enter Account no. here

Step 11 : Click on Load Client Data

Step 12 : All the informations related to entered Account No. will be shown to the respected fields.

Step 13 : Go down to the page and click on Save button .

Step 14 : Other Business Account will be added successfully.

Updated on: 26/07/2024