Log in and Onboarding Process.

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.

Back to Onboarding Document

Updated on: 23/10/2024