InvoiceBerry Help Center

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How do 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 blue New Invoice button

3. Create a client. Click on Add New Client

4. Add information about your client: company name and e-mail.
Optionally: add further information about your client.
Then click on the blue Save button.

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

6. Create an item. Click on New Item.

7. Add information about the item. Then click on the blue Save button.
Optionally: add a description, price and quantity and Tax 1 and Tax 2.

8. Add description, quantity and price if you havenít already done it while setting up the item. Optionally: add taxes by clicking on New Tax

9. Add information to the Terms and Conditions section.
Optionally: set default Terms and Conditions

10. Optionally: add notes to your customer

11. Optionally: 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 blue Save button.

Congratulations! You've now successfully created your first client, item and invoice in one go!