After you've signed up for your InvoiceBerry online invoicing account
you will need to create your first client and invoice.
1. Go to
on the green New Invoice
3. In order to create a client click
on New Client
your client's company name and e-mail address.
Optional: add further details about your client
on the green Save Client
the date of issue
. Optional: add the PO number and discount.
6. In order to create a new item click on New Item
the item information then click
on the green Save
button.Optional: add a description, price, quantity and tax information to the item description.
the description, quantity and price if you havenít already done so when setting up the item. Optional: add any taxes by clicking on New Tax
information to the Terms and Conditions
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.
on the green Save Invoice
Congratulations! You've now successfully created your first client, item and invoice in one go!
Click here to watch a video tutorial