Frequently Asked Questions: Features & Functionality

Invoicera makes invoicing easy and automated. It allows you to create invoices digitally and send them to your clients via email, making the process faster and more efficient.

E-invoicing offers several benefits such as:

• Faster Invoice Delivery
• Reduced Costs of Printing Invoices
• Enhanced Accuracy
• Improved Invoice Tracking
• Better Cash Flow Management

Yes, e-invoicing systems often offer integrations with various accounting and ERP software.

Integration streamlines the invoicing process by automatically syncing invoice data with your financial management system, reducing manual data entry and improving overall efficiency.

If your business is registered under GST, it’s mandatory to have a GST number and issue invoices with it.

For businesses not under GST, it’s not required.

No, Invoicera automates GST calculations based on the rates you set. This eliminates the need for manual calculations, reducing errors and saving time.

Yes, you can! Invoicera lets you record and organize your estimates and purchase orders so you can keep track of your business transactions and orders in one place.

Invoicera offers customizable workflows, meaning you can set up and organize the steps of creating and managing invoices according to your specific business needs. This helps in making the invoicing process smoother and tailored to your workflow.

Absolutely! Invoicera allows you to automate recurring invoices, saving you time and effort. You can set up a schedule, and Invoicera will automatically generate and send invoices at the specified times.

Invoicera is equipped to handle various tax rates and calculations. You can set up different tax rates based on your location or the type of product or service you provide, ensuring accurate invoicing according to tax regulations.

Yes, you can!

Invoicera offers approval workflows, enabling you to set up a system where invoices need to be approved by designated individuals before being sent to clients.

This ensures accuracy and avoids mistakes before finalizing the invoice.

Invoicera helps you manage late payments effectively. You can set up automatic late payment fees and reminders for overdue invoices, prompting clients to make payments on time and avoid delays.

Absolutely! Invoicera allows you to add discounts or promotional offers to your invoices. You can apply these discounts to specific items or the entire invoice, providing flexibility in your billing process.

The client portal in Invoicera is a secure place where you and your clients can manage money matters efficiently.

You can easily share invoices, and your clients can view and pay them with just a few clicks.

This helps in organizing and streamlining financial transactions, making it easier to keep track of payments, view outstanding balances, and maintain a clear record of all financial interactions between you and your clients.

To manage a credit note in Invoicera, you can easily create a credit note associated with a specific invoice. The credit amount can then be applied to future invoices for that client, reducing the payable amount accordingly. This helps in efficient credit management and simplifies future transactions.

Invoicera helps you keep a close eye on the money flowing in and out of your business.

• Accounts Receivable (AR) is like a list of the money your clients owe you. It could be pending payments from your clients.
• Accounts Payable (AP) is the list of money you owe to others, like bills to be paid for services or products.

Invoicera helps you manage both sides efficiently. You can track pending client payments (AR) and keep track of what you owe to vendors or suppliers (AP). It’s like having a financial assistant to organize your money matters.

Invoicera provides a range of reporting and analytics features that offer valuable financial insights. You can generate various reports and visualize your financial data through graphs and charts. These reports cover income, expenses, profit and loss, tax summaries, and more.

Absolutely! Invoicera’s client portal provides a convenient and secure space for clients to manage their transactions.

Clients can easily view their invoices and make payments directly within the portal.

It’s a user-friendly interface that allows them to pay their invoices with their preferred payment method, providing a seamless and efficient payment experience.

Yes, Invoicera offers a handy feature that allows you to create multiple invoices in one go. This is a great time-saver if you need to bill several clients for the same service or product.

Instead of creating each invoice individually, you can use the bulk invoicing feature to generate multiple invoices simultaneously.

If you need to issue a refund to a client, you can easily create a credit note for the specific amount. This credit note acts like a virtual credit that the client can use for future payments.

In case of adjustments, you can edit the invoice to reflect the necessary changes and notify the client about the adjustments made.

Yes, Invoicera integrates with various third-party tools and applications, streamlining your workflow and making business management more efficient.

Setting up automated reminders in Invoicera is easy. You can schedule reminders for your invoices once you have created them, and the system will automatically send them to your clients at specified intervals, ensuring timely payments.

Absolutely! Invoicera allows you to customize the design and layout of your invoices, enabling you to match them with your brand’s colors, logo, and style for a professional and consistent look.

Yes, Invoicera offers seamless integrations with popular accounting software, facilitating smooth financial management and ensuring that your invoicing data is seamlessly synced with your preferred accounting tools.
In case you want to integrate with your accounting software, you can always contact our support team to make it possible for you.

Automated reminders in Invoicera prompt clients to pay on time by sending them timely reminders about pending invoices. This ensures faster payments, reduced delays, and improved invoicing efficiency, ultimately benefiting your cash flow.

Invoicera is designed to be accessible and user-friendly for a global audience. Currently, Invoicera supports 15+ languages to cater to the diverse needs of its users.

This ensures that users from different regions and language backgrounds can use Invoicera in a language they are most comfortable with.

Yes, Invoicera provides a convenient feature that allows users to manage multiple businesses all from one unified account. This feature allows users to switch between businesses easily without the need for separate logins.

Users can easily create and manage projects within Invoicera, breaking them down into tasks and subtasks for better organization.

Furthermore, Invoicera facilitates time tracking for each task, enabling users to monitor the time spent on specific tasks.

This functionality offers a clear overview of project progress and aids in accurate invoicing based on time tracked, ensuring that projects stay on track and within budget.

Yes, Invoicera simplifies the payment process by offering seamless integration with various online payment gateways.

This means that when you send an invoice using Invoicera, your clients can easily and securely make payments online using their preferred payment methods, such as credit cards, PayPal, or other supported payment gateways.

It makes convenient for both you and your clients to improve the turnaround time for receiving payments.

Absolutely! Invoicera provides advanced reporting features that allow you to generate project-wise financial reports.

These reports provide in-depth insights into the financial performance of each project. You can analyze project costs, revenue generated, expenses incurred, and overall profitability.

Invoicera prioritizes the security of your data. We employ multiple security measures, including encryption, firewalls, and regular security audits, to protect your information.

Additionally, we conduct regular data backups to ensure that your information is safely stored.

If there is any data loss or technical issue, these backups are crucial to restore your data and never let your business stop.

Invoicera provides robust tools for managing staff access and control. As an admin or the account owner, you have the ability to set different access levels and permissions for each staff member based on their roles and responsibilities.

You can control what features and data each staff member can access.

This ensures that your team only has access to the information and functionalities necessary for their tasks, enhancing security and efficiency within your organization.

Invoicera conducts daily backups of your data to ensure its safety and availability. These backups are securely stored in multiple locations, providing redundancy.

In the event that you need to access these backups, you can contact our support team, and they will assist you in retrieving the required data.

Absolutely! Invoicera offers a comprehensive role-based access control feature that allows you to define specific access permissions for each staff member based on their role or position within your organization.

You can assign roles such as admin, manager, accountant, or any custom role you need. Each role can be tailored to grant or restrict access to various modules and functionalities within Invoicera.

This fine-grained control ensures that staff members have access only to the tools and data relevant to their job roles.