• 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 industrPopular

• 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 theSome readers

• Why can’t I delete a Client ? I’m getting a big problem “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 themSome 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

• 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

• 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 uSome 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 **EditSome 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/fbSome 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 industrSome 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 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

• 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 seleFew readers

• Client:-How to send an invoice to multiple contacts on Invoicera?-(New Design)

  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 : Navigate to the Clients module under the Contacts seFew readers

• Clients:-Send Login details email to clients on Invoicera?-(New Design)

  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 : Navigate to the Clients module under the Contacts section from the left-side navigation menu. ![](https://storage.crisp.chat/users/heFew readers

• How to Create multicurrency clients:(New Design)

  Step 1 : Login to Invoicera account. Step 2 : Navigate to the Clients module under the Contacts section from the left-side navigation menu. Step 3 : Enter the client information such as Business name, Client name, Business email, Client address, ContactFew readers

• Clients:-How do I turn Late-fee On/Off for individual Clients(New Design)

  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 : Navigate to the Clients module under the Contacts section from the left-side navigation menu. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1u7kqzvFew readers

• Clients:-What is the difference between active/archived/deleted:(New Design)

  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

• Clients:-How do I see how much my Clients owe me?-(New Design)

  You can easily view the amount that your Clients owe you by following the below steps : Step 1 : Login to your Invoicera Account and Navigate to the Clients module under the Contacts section from the left-side navigation menu. Step 2 : Select a particular Client and clickFew readers

• Onboarding:-How to add first client and first product/service for first invoice creation-(New Design)

  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:\Few readers

• Clients:-Why can’t I delete a Client ? I’m getting a big problem “please correct the following error” message ?:(New Design)

  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 assFew readers

• Clients:-How do I delete/archive something:(New Design)

  You can easily Delete/Archive your Clients by following the below steps : **Step 1 : ** Login to your Invoicera Account. **Step 2 : Navigate to the Clients module under the Contacts section from the left-side navigation menu. **Step 3 : **Select a client whom you want to delFew readers

• Clients:-Can I access deleted Clients:(New Design)

  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 : Navigate to the Clients module under the Contacts section from the left-side navigation menu. ![](httpFew readers

• How to Send Invoice Emails to Multiple Contacts.?

  How to Send Invoice Emails to Multiple Contacts in Multiple Currencies Step 1 : Login to Invoicera account. Step 2 : Go to **People -> Client “+Add” ** Step 3 : Enter the client information such as Business name, Client name, Business email, Client address, ContacFew readers