How to Invite and Earn via Referral Link in the Application

Step 1: Log in to the Application with valid credentials

Step 2: Access the Referral Option.

Click on your Business Name at the top right corner of the dashboard. A pop-up window will appear.

Step 3: Navigate to Invite and Earn.

Inside the pop-up, click on the Invite and Earn link.

Step 4: Copy Your Referral Link

A referral link will be generated and displayed.Click on the Copy icon/button next to the referral link.

Step 5: Send the Referral via Email

Click on the Send Email option.



Fill in the following fields:

Member Name

Member Email

Subject

Message

After entering all the details, click on the Send button.

Step 6: Verify the Referral Link Redirection

Open your Gmail account.

Locate and open the referral email you just sent.

Click on the referral link in the email.


You will be redirected to: https://www.invoicera.com/?rid=ODcyOTAx

Step 7: Click on Login Button

[How to add first client and first product/service for first invoice creation] (https://app.crisp.chat/website/0d5df89c-3b42-485c-960f-69d09e2e2aa3/helpdesk/articles/en/5d33884f-b1bc-4ebc-801f-c1267cb1e8e9/)

Step 8: After successful login click on settings and then click on subscription link

Step 9: click on upgrade your Account

Step 10: select the plan to upgrade and proceed with payment.

Click continue button

Step 11: click on pay now button.

Once the Invitee has Purchased a Plan, commission gets Credited to Referral's Account.

Updated on: 09/05/2025