Welcome to InvoiceBite! This comprehensive guide will walk you through everything you need to know to get started with our invoicing platform. In just a few minutes, you'll be ready to create and send your first professional invoice.
What You'll Need
- A valid email address
- Your business information (name, address, logo)
- Client contact details
- Banking information for payments (optional)
Step-by-Step Setup Guide
Sign up for InvoiceBite and verify your email address
- Visit invoicebite.com and click 'Sign Up'
- Enter your email and create a secure password
- Check your email for verification link
- Click the verification link to activate your account
Set up your business information and preferences
- Add your business name and logo
- Enter your business address and contact information
- Set your default currency and timezone
- Configure tax settings if applicable
Create a client record for your first invoice
- Navigate to the Clients section
- Click 'Add New Client'
- Enter client contact information
- Save the client for future use
Generate a professional invoice in minutes
- Go to the Invoices section
- Click 'Create New Invoice'
- Select your client and add line items
- Review and send your invoice
Configure how you want to receive payments
- Navigate to Payment Settings
- Connect your Stripe account for card payments
- Add bank details for direct transfers
- Configure payment terms and late fees
Use invoice templates to maintain consistent branding
Set up recurring invoices for regular clients
Enable payment reminders to reduce late payments
Use the mobile app to create invoices on the go
Prefer visual learning? Watch our 3-minute video tutorial that covers all the basics.
Watch TutorialNow that you've got the basics down, here are some next steps to get even more value from InvoiceBite:
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