• How do I create category in Invoicera?

  While creating an Expense in Invoicera, it is essential to create a “Category” for that expense. A category helps users to differentiate the general expenses occured in a business from the expenses that are related/assigned/incurred due to a client. To create a category- Step 1 : Login to your Invoicera account Step 2 : Go to Billing – Category (https://storage.cSome readers

• How do I see how much my Clients owe me?

  You can easily view the amount that your Clients owe you by following the below steps : Step 1 : Login to your Invoicera Account Go to People>>Client Step 2 : Select a particular Client and click on “View Profile”. (https://storage.crisp.chat/users/helpdesk/websiteSome readers

• How do I delete/archive something?

  You can easily Delete/Archive your Clients by following the below steps : Step 1 : Login to your Invoicera Account. Step 2 : Go to “People”>>”Clients” Step 3 : Select a client whom you want to delete/archive Step 4 : Click on “Delete” or “Archive” for the seleSome readers

• Can I access deleted Clients?

  Yes, Ofcourse, you can easily access all the deleted Clients at Invoicera. Please follow the below steps : Step1 : Login to your Invoicera Account. Step 2 : Go To “People”>>”Clients” Step 3 : Click on “Advance Search” and the choose the status (Active/Archieved/DeleteSome readers

• How do I create Clients?

  Please find below the detailed steps of creating a Client in your Invoicera Account. Step 1 : Login to your Invoicera Account. Step 2 : Go to “People”>“Client” Step 3 : Click on “Add Client” as shown in the image below. (https://storage.crisp.chat/users/helpdesk/website/fSome readers

• Send email to clients on Invoicera?

  Wondering how to send the seasons greetings, corporate updates and so much of news to my client. Yes, you can easily send an email to your client(s) on Invoicera. Just follow the following steps : Step 1 : Login to your Invoicera Account. Step 2 : Go to People>>Clients *Step 3 :Some readers

• How do I turn Late-fee On/Off for individual Clients?

  It is very easy to charge ‘Late fee charges’ from your Clients. To turn on the ‘Late fees charge’ for your Clients: Step 1 : Login to your Invoicera Account. Step 2 : Go to People and click on Clients Step 3 : Select the Client and click on EditFew readers

• Why can’t I delete a Client ? I’m getting a big “please correct the following error” message ?

  You may be having trouble deleting clients in Invoicera because they are associated with an active project or recurring profile. You will get the following error message : You will need to go to your list of recurring profiles AND/OR your list of projects and make appropriate changes first. Recurring profiles need to be STOPPED or DELETED before you can delete a client associated with theFew readers

• What is the difference between active/archived/deleted?

  Your list of clients, staff/contractors, invoices, recurring profiles, estimates, items, tasks, expenses and projects are divided into 3 sections: Active, Archived, and Deleted. Active : fully functional. Active data will appear in all of your lists and reports. Archived : Still active, but hidden. Putting things in the “archived” state is a way for you to shorten your lists. Anything archived will not appear in invoicing/time tracking lists but they will appear uFew readers

• How to send an invoice to multiple contacts on Invoicera?

  It is very easy to send invoice to multiple contacts belonging to the same business from Invoicera. There are two ways you can add additional contacts while sending invoices to your clients. Case I : While creating a client, add Additional contacts from Add Client form. Step 1 : Login to Invoicera account. Step 2 : Go to People -Client “+Add” (https://storage.criFew readers

• 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 (https://support.invoicera.com/en/article/log-in-andFew readers

• How create first invoice and send to client.

  How to create first Invoice? 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 industrFew readers

• Signup and Verify Your Email to Get Started

  Signup and Verify Your Email to Get Started. Step 1: Go to the sign-up page Navigate to the Invoicera website https://app.invoicera.com and click on "Create an Account" at the bottom of the login form. Step 2: Fill in the required details and Create your account On the sign-up page, enter your: First Name Last Name Email Address Phone Number (select your country codeFew readers

• Log in and Onboarding Process.

  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 indusFew readers

• How to add first client and first product/service for first invoice creation

  How to create first Invoice? 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 industrFew readers

• Invoice Management.

  How to view invoice management. Step 1 : Log in with username and password Step 2 : Click ob billing then click on Invoice Step 3 : You will able to view Invoice Management Here's a breakdown of what you see and the steps to navigate the page: Navigating Invoice Types At theFew readers