After you've signed up for your
InvoiceBerry online invoicing account you will need to create your first client and invoice.
1.
Go to the
Invoices page
2.
Click on the green
New Invoice button

3. In order to create a client
click on
New Client

4.
Add your client's company name and e-mail address.
Optional: add further details about your client.
Then
click on the green
Save Client button.

5.
Select the
date of issue.
Optional: add the PO number and discount.

6. In order to create a new item click on
New Item.

7.
Add the item information then
click on the green
Save button.
Optional: add a description, price, quantity and tax information to the item description.

8.
Add the description, quantity and price if you haven’t already done so when setting up the item.
Optional: add any taxes by clicking on New Tax

9.
Add information to the
Terms and Conditions section.
Optional: set default Terms and Conditions
10.
Optional: add notes to your customer
11.
Optional: add payment terms by ticking the box and specifying the number of days which your invoice has to be paid by.
12.
Click on the green
Save Invoice button.
Congratulations! You've now successfully created your first client, item and invoice in one go!
Click here to watch a video tutorial