First steps after creating an account in InvoiceOcean
Last updated: 2021-11-09
Post view count: 257
InvoiceOcean has dozens of functions which - at least at first - can be a bit confusing. Here are our suggestions for the first activities and some basic feature to quickly set up your account and issue documents.
1. Creating an account is very simple. All you need to do is enter your e-mail address and password. The program will take you to the main menu, which looks as follows:
2. The shortcuts in the main menu are chosen in such a way that you can issue the first invoice right away, without giving any additional information.
This is done by the blue + Invoice button visible first on the left. To start with another document you need, you can use another shortcut from the colored buttons: + Estimate, + Expenses. Button + add more documents will be useful if you don’t see the option you are interested in on the main menu and it will take you to a menu where you can select additional documents:
Select the documents you need and click Save at the bottom of the page.
3. Issuing your first invoice takes only a few steps. How to do it is described on the page and shown in a short video.
From the detailed guides you will also learn:
- How to change the appearance of certain elements on an invoice
- How to change invoice settings
- How to set up recurring invoices
- How to add a logo
and many more. Just type your search term here.
4. It is worth filling in the company data. To do this, go to Settings> Company / department in the upper right corner of the screen and fill in the fields.
If multiple warehouses are to operate within an account, it is worthwhile to read the guide about their configuration and features.
5. The basic elements in the Settings menu, which are worth paying attention to at the beginning of using the program, include the Users section.
Adding users and the features in terms of roles and privileges are fully described in the guide here.
6. To speed up the use of the program, it is worth paying attention to adjusting a few more things: