1. Invoice Maker
  2. Account Management

Account Management

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  • 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 an 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.

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    Sign up with Invoice Maker:

    1. Click on the Create Account tab at the top of your invoice screen
    2. Enter your Email Address
    3. Next, create a password (minimum of 6 characters)
    4. Confirm your password, and click Sign Up
    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.

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    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 
    • 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

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    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.

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  • 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. 

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  • Notifications

    Invoice Maker wants to keep you "in the know" regarding the activity relating to your account. Stay up-to-date on your estimates' and invoices' status by viewing your Notifications through your dashboard.

    While logged in, notifications will be displayed at the top of your screen. You can view all notifications by clicking on the bell icon. 

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    Notifications include:

    • When a client makes a payment
    • When an estimate is marked as approved
    • When an estimate is marked as declined
    • When a payment is made through a third-party merchant (ex: Venmo)

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    You have the option to leave the notifications "Unread or Read." You can also "Mark all as Read." from the Notification dashboard.

  • 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

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    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.