Articles on: GENERAL

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: 04/03/2025

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