• Creating an Account

    Though a profile is not required to send an invoice through Invoice Maker, you have the ability to save the invoice and all customer data by creating a 100% FREE account. By creating an account you will be able to easily track, update, and monitor all invoice transactions that you create.

                                             ✅ Save Invoices        ✅ Save Products

                                             ✅ Accept Payments  ✅ Send Estimates

                                             ✅ Save Clients           ✅ View Reports

    All you need is a valid email address and to create a password, and you will be able to access your Invoice Maker secure dashboard. You can also sign up using your social logins from Google and Facebook.

    Log_In_Google_FB.png

     

     

    Sign up with Invoice Maker:

    With Google Sign In

    1. Go to the signup page here 
    2. Click on the Sign up with Google button
    3. Enter your email address or phone number and click Next
    4. Enter your Google Password and click Next
    5. You’ll be taken to your Invoice Maker dashboard to complete your registration

     

    With Facebook

    1. Go to the signup page here 
    2. Click on the Sign up with Facebook button
    3. Enter your Email Address or Phone Number and enter your Facebook Password
    4. Click Login
    5. You’ll be taken to your Invoice Maker dashboard to complete your registration 

     

    Sign up with Invoice Maker via email address

    1. Go to the signup page here 
    2. Click on Not a Member? Sign up here
    3. Enter your Email Address
    4. Next, create a password (minimum of 6 characters)
    5. You’ll be taken to your Invoice Maker dashboard to complete your registration

    You will receive a confirmation email requiring you to verify your email address. Follow the prompts and you will be directed to register and set up your account.

    Verify_your_email.png

    While registering your account, you will be able to add the details for your business. Follow the prompts to input your company profile’s information.

    • Country (outside USA will be added soon)
    • Company Information
    • Location
    • Customization
    • Set up your account to Accept Payments (optional)

     

  • Account Setup

    Welcome to Invoice Maker! After registering your account and verifying your email address, you have the ability to personalize your company profile and settings. You will add your company details, preferred contact information, and even upload your company’s logo.

    Take it a step further to customize your invoices according to the format that fits your brand. You can update your default currency, set your preferred date format, and choose your invoice color.

    With Invoice Maker

    1. Go to the signup page here 
    2. Enter in your email address
    3. Next, create a password (minimum of 6 characters)
    4. Click on Login and you’ll be taken to your dashboard to complete your registration

    Account_Setup_1.png

     

    After you’ve set up your account, you can always go back into your settings on your dashboard to make updates. From here, you can also upload a company logo, and change the theme of your invoices.

    Settings_for_Account_Setup.png

  • Adding a Logo

    With Invoice Maker, you are able to upload your company's logo to display it on every invoice. This is not mandatory, but it does help to create continuity between invoices and help to build brand loyalty.

    From your dashboard:

    • Click on Settings
    • Click on Account
    • Click on Upload Logo
    • Click Save Changes

    You are able to drag-and-drop an image to upload, or browse your computer. 

    Adding_a_Logo.png

  • Forgot Password / Resetting Password

    You can change your password for security reasons or reset it if you accidentally forget it. Your Invoice Maker password is used to access your online dashboard which includes all of your invoice and client data, so it is important to keep it safe and update it periodically.

    To change your password:

    1. If logged in, click on your Name in the top right corner of your dashboard
    2. Click Logout
    3. From the Login Screen, click Forgot Password?
    4. Enter the Email Address that you signed up with
    5. Click Send Reset Instructions 
      • Instructions will be sent to your email to reset your password
    6. Follow prompts in your email from hello@invoicemaker.com
    7. Return to the Login Screen
    8. Enter your new password, and you will be taken to your dashboard using your new password credentials

    Reset_Password_While_Logged_In.gif

    To reset your password when not logged in:

    1. From the Login Screen, click Forgot Password?
    2. Enter the Email Address that you signed up with
    3. Click Send Reset Instructions 
      • Instructions will be sent to your email to reset your password
    4. Follow prompts in your email from hello@invoicemaker.com
    5. Return to the Login Screen
    6. Enter your new password, and you will be taken to your dashboard using your new password credentials

     

    To ensure delivery of your email instructions, check your Spam or Bulk Mail folders.

    **Choose a password that you haven’t already used with the account.