Onboarding Process
How to Create Account on Invoicera
Step 1: Sign up and Email verification.
Please refer the following documents for how to sign up and email verification :
Sign up and Email Verification
Step 2: Log in and Onboarding
Please refer the following documents for how to log in and onboarding :
Log in and Onboarding
Step 3 : Add first client and first Product/Service.
Please refer the following documents for how to add first client and first product/service for first invoice creation :
How to add first client and first product/service for first invoice creation
Step 4: Creating first Invoice and Sending to your client.
Please refer the following documents for how to create the first invoice and send it to the client :
How create first invoice and send to client.
Step 5: Invoice Management.
Please refer the following documents for how to manage invoices:
Invoice Management.
Updated on: 23/10/2024
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