> ## 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 Setup and Onboarding Guide

**The Invoicera Onboarding Guide walks you through the complete account setup process, from creating your account and verifying your email to configuring your business and accessing the dashboard.**

1. Launch the application by navigating to **app.star.invoicera.com**.

2. On the login page, click the **Create an Account** link.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_2xdxke.png)

3. On the **Sign Up** screen, enter the required details in the following fields:

   * **First Name**
   * **Last Name**
   * **Email Address**
   * **Phone Number**
   * **Preferred Mode of Communication**
   * **Password**
   * Select the **Terms of Service** and **Privacy Policy** checkbox.

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

4. Click the **Create Your Account** button.

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

5. A verification email will be sent to your registered email address from **[do-not-reply@invoicera.com](mailto:do-not-reply@invoicera.com)**. Open the email and verify your account to continue with the setup process.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1csi9qs.png)

6. In the verification email, click the **Activate Your Account Now** button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1pqfhng.png)

7. You will be redirected to the **Set Up Your Business** screen. Enter the required information in the following fields:

   * **Business Name**
   * **Industry**
   * **Business Address**

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_lbvda5.png)

   Under **Regional Settings**, provide the following details:

   * **Country**
   * **Time Zone**
   * **Date Format**
   * **Currency**

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_r6ffpe.png)

8. Click the **Next** button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_yr8mae.png)

9. You will be redirected to the **Choose Your Invoicera Modules** screen.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_gih6l1.png)

10. Select the modules that best match your business requirements.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_172gob2.png)

11. Mark the checkbox for each module you want to enable.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_ymd9ti.png)

12. Click the **Complete Setup** button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1ftyz0j.png)

13. Once the setup is completed successfully, a **"Thank You for Choosing Invoicera"** message will be displayed.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_z9jrgy.png)

14. On this screen, you can:

* Create a new **Invoice**, **Estimate**, **Expense**, **Credit Note**, **Purchase Order**, **Recurring Invoice**, or **Project** using the available dropdown.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_lhm9pr.png)

* Click **Skip for Now** to proceed directly to the application.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_et3e6b.png)

* Watch the **Video Guide** to understand the complete Invoicera workflow.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_n22ag2.png)

* Schedule a **Free Workshop** for a guided product walkthrough.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1a5b15j.png)

15. If you click **Skip for Now**, you will be redirected to the **Dashboard**, where sample data will be displayed for demonstration purposes.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_75le3k.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_dc62zn.png)