- How can I upload a company logo on my account?
- How to send an invoice by e-mail?
- How can I add payments to an invoice?
- How can I add my name and phone number to an invoice?
- How can I print an invoice?
- How can I add my VAT/GST/Sales Tax number on the invoices?
- How can I customize my account?
- How can I add default terms and conditions?
- How can I add a client?
- How do I change my invoice template?
- How to upgrade my account?
- How can I change my account information?
- How can I create an invoice?
- How can I create my first invoice?
Getting Started
How can I create my first invoice?
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
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