> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.invoicera.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Invoicera Onboarding process (New Design)

# Invoicera Onboarding Process

###### Step 1. Click on “Create an Account.”


### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_17cxpj8.png)

###### Step 2. You will be redirected to the Sign-Up screen.

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_18mhahi.png)

Enter all required details:

First Name

Last Name

Email

Phone Number

Preferred Mode of Communication

Password

###### Step 3. Click on “Create Your Account” button.

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_u4erwe.png)

###### Step 4. A verification email will be sent to your email address.
Please confirm your email to complete the setup process.

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_16idug5.png)

###### Step 5. After confirming your email, you’ll land on the Activate Your Account Now page.

Click on “Activate Your Account Now” button to start the setup.

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1f11kak.png)

**Step 1: Enter business details:**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1we4v4m.png)

Business Name

Business Industry

Business Address

Country

Timezone

Date Format

Currency

Click Next to proceed to Step 2.

**Step 2: Choose the modules you want to include in your account.**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_nvrg34.png)

###### Step 6. Click “Complete Setup”.

A Congratulations popup appears with options:

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_xngjns.png)


**Create Your First Invoice**

View Video

Schedule a Free Setup Workshop

Or click Skip to go directly to the dashboard.

###### Step 7. If you choose Create Your First Invoice, you’ll be taken to the New Invoice screen.

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1uv9ds1.png)

On the invoice screen, fill in:

Customer details

Products and Services

Unit Cost

Quantity

Tax

Terms and Conditions

Invoice Notes

###### Step 8. Click Send by Mail — the invoice will be sent successfully to your client.

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_zn2u4l.png)


### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_up8lw3.png)