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he Staff Module allows businesses to manage team members efficiently by assigning roles, tracking work hours, and controlling access to invoices & Clients.

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  • How to Add Staff in Invoicera
    How to Add Staff in Invoicera The Staff Module allows businesses to manage team members efficiently by assigning roles, tracking work hours, and controlling access to invoices, clients, and reports. Key features include: Role-Based Access – Assign different permissions to staff members based on their responsibilities. Time Tracking – Monitor staff working hours and productivity. Task Assignment – Allocate specific clients or projects to staff. Invoice Management – Allow staff to create,Few readers
  • Create Client :-New Design
    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/websiFew readers
  • Create Vendor: -New Design
    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”>“Vendor” Step 3 : Click on “Add Vendor” as shown in the image below. (https://storage.crisp.chat/users/helpdesk/website/fbd301fFew readers

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