Articles on: CLIENTS

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

Was this article helpful?

Share your feedback

Cancel

Thank you!